Our Core Values

  • Acting honestly, ethically, & responsibly in all business endeavors.

  • Encompasses the recognition & celebration of differences among individuals and companies.

  • Acting honestly, ethically, and responsibly in all business dealings.

  • Emphasizes openness & clarity in all communications.

Why Us

Every organization declares its values and mission, but at The CFO Collective, we embody them.

We diligently formulate and synchronize purpose & vision statements during weekly collective meetings. This intentional method reflects the meticulous care with which we manage your finances. These guiding principles consistently shape our client interactions, team integration processes, and strategic planning initiatives principles.

Our commitment to your business success is always shown through dedicated effort and work.  

Meet The Founder

Sonia Rosa has worked in corporate and public accounting for over 20 years. Her passion is helping business owners grow successful businesses. As a military spouse, she also enjoys assisting military veteran entrepreneurs.

Growing up, Sonia liked puzzles (and still does). Your finances are no different. 🧩

All the pieces must come together to create a successful business. Let us help you put the pieces together. You can start here.

Sonia Rosa, CPA

Our Services