CFO In The Box

(888) 512-3335 www.youtube.com... »

9400 Activity Road, KSan Diego, CA 92126   map »

Business overview

Minimum Investment

  • More than $100,000

Service Area

  • Alpine
  • Barrio Logan
  • Bonita
  • Borrego Springs
  • Carlsbad
  • Carmel Valley
  • Chula Vista
  • Clairemont
  • College Area
  • Coronado
  • Del Mar
  • Downtown
  • El Cajon
  • Encanto
  • Encinitas
  • Escondido
  • Fallbrook
  • Hillcrest
  • Imperial Beach
  • Julian
  • Kensington
  • La Jolla
  • La Mesa
  • Lakeside
  • Mira Mesa
  • Miramar
  • Mission Bay
  • Mission Valley
  • National City
  • Ocean Beach
  • Oceanside
  • Old Town
  • Otay Mesa
  • Pacific Beach
  • Point Loma
  • Poway
  • Ramona
  • Rancho Bernardo
  • Rancho Pe?asquitos
  • Rancho Santa Fe
  • San Marcos
  • San Pasqual
  • San Ysidro
  • Santee
  • Scripps Ranch
  • Spring Valley
  • Sunset Cliffs
  • Tierrasanta
  • Torrey Pines
  • Vista
VIEW MORE »

Loans

  • Automobile Loan
  • Boat Loan
  • Bridge Loan
  • Commercial Loan
  • Educational Loan
  • Home Construction Loan
  • Home Equity Loan
  • Home Improvement Loan
  • Institutional Loan
  • Investment Property Purchase
  • Mortgage Loan
  • Personal Loan
  • Refinancing
  • SBA Loan

Services

  • 24-Hour Banking
  • Bank By Computer
  • Bank By Phone
  • Bill Payment Services
  • Collections
  • Commercial Service
  • Credit Cards
  • Credit Counseling
  • Debit Cards
  • Direct Deposit
  • Drive-thru Services
  • Electronic Funds Transfer
  • Escrow Services
  • Foreign Exchange
  • General Banking Services
  • Group Banking
  • International Services
  • Night Deposits
  • Overdraft Protection
  • Safe Deposit Boxes
  • Travelers Checks

Investments

  • Brokerage Services
  • Cash Management Accounts
  • Estate Planning
  • Financial Planning
  • General Investment Services
  • Investment Management Services
  • IRA Accounts
  • Keogh Accounts
  • Private Banking
  • Sweep Accounts
  • Treasury Services
  • Trust Services

Certifications

  • Accredited Tax Preparer
  • Certified Estate Planner
  • Certified Financial Manager
  • Certified Financial Planner
  • Certified Public Accountant
  • Chartered Asset Manager
  • Chartered Financial Analyst
  • Chartered Life Underwriter
  • Juris Doctor
  • Masters of Business Administration
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

Payments Accepted

  • Paypal
  • Personal Checks

Year Established

2007

Languages Spoken

  • English

Reviews

View More »

Top qualities: Great Results, Expert, High Integri, 10/25/2008

Patty hired iCFO as a Interim CFO “Khris is a wonderful person to work with. He's very promptly, thorough and most of all very intelligent at what he does. He's an asset to any company and/or... person he comes into contact with. It has been my pleasure to work with Khris and I look forward to many more years of his acquaintance and business relations.” January 31, 2008

VIEW MORE »VIEW LESS »

That's what I was when I heard about ..., 2/18/2008

I certainly didn't want a piece of software eliminating the need for me! Then I took a look at the product. This doesn't eliminate me, it enhances me. This software will let me do my job more... efficiently and quickly, allowing me more time to focus on the issues it helps point out. This is a great tool that will help all businesses. Keeping track of the numbers is made easy. You get to see how you are doing relative to your industry while tacking the progress of your business' improvement. And, it's as easy as entering a few numbers. This is a product that will help you get ahead and stay ahead of the competition!" Dave Morgan, CPA Business Advisement and Tax Preparation

VIEW MORE »VIEW LESS »

Linked Review

myicfos

Reviews: 0

Top qualities: Great Results, Expert, High Integri

Patty hired iCFO as a Interim CFO “Khris is a wonderful person to work with. He's very promptly, thorough and most of all very intelligent at what he does. He's an asset to any company and/or person he comes into contact with. It has been my pleasure to work with Khris and I look forward to many more years of his acquaintance and business relations.” January 31, 2008

  • Overall
  • Quality
  • Service
  • Value

Was this review helpful?

YES  |  NO


More Reviews

CFO IN THE BOX, INC.

Reviews: 0

That's what I was when I heard about ...

I certainly didn't want a piece of software eliminating the need for me! Then I took a look at the product. This doesn't eliminate me, it enhances me. This software will let me do my job more efficiently and quickly, allowing me more time to focus on the issues it helps point out. This is a great tool that will help all businesses. Keeping track of the numbers is made easy. You get to see how you are doing relative to your industry while tacking the progress of your business' improvement. And, it's as easy as entering a few numbers. This is a product that will help you get ahead and stay ahead of the competition!" Dave Morgan, CPA Business Advisement and Tax Preparation

  • Overall
  • Quality
  • Service
  • Value

Was this review helpful?

YES  |  NO