Firm Values

Redefining the Role of Accountants.


CFO Associates was founded on the idea that accounting should be useful and value add, not a hassle. We sincerely care about the success of our clients both in business and their personal life, and understand that educating our clients in accounting and tax is the most important service we provide. We seek to provide timely and accurate custom accounting, tax, and advisory services for our clients so they can focus on growing their businesses and attaining their personal financial goals. Transparency and open communication will always drive our client engagements in order to create long lasting collaborative relationships.  

Our Team

Rolando Lopez, CPA, MAcc

Founder & Chief Executive Officer

A native of the Tampa Bay area since 2003, Rolando attended the University of Tampa’s Sykes College of Business. After receiving his Bachelor of Science in Accounting, he remained a UT Spartan while obtaining his Masters in Accounting.
Rolando is a licensed CPA in the State of Florida and began his career as a public auditor for Mayer Hoffman McCann P.C., a national public accounting firm in the US, serving both private and public clients in a wide array of industries.
He later went on to work for Jabil Circuit, Inc., one of the largest multi-national Fortune 500 companies in the US, traveling internationally to their manufacturing plants where he provided effective and efficient solutions to operational and financial processes.
Through these experiences, Rolando developed a strong foundation of accounting principles and operational strategies which he has transitioned into his practice and clients. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Institute of Internal Auditors (IIA). He also sits on the Board and is President of the InterCultural Advocacy Institute, a non-profit organization that provides social services primarily to immigrant families in Pinellas County, Florida. Outside of work, Rolando’s biggest passions is traveling and spending time with family. 

Raul Lopez

Chief Operating Officer

Raul obtained his Bachelor of Science in Business Administration with a focus in Accounting & Finance from the University of South Florida in 2016. Throughout his time at the University of South Florida he became certified as a Quickbooks Online ProAdvisor. He also gained excellent experience working at CFO Associates assisting small business clients with their accounting and tax questions.
As COO his responsibilities are day to day operations to make sure clients are properly being serviced and in compliance with GAAP, Tax, and Payroll regulations. Raul is personable and enjoys the human aspect of accounting, actively communicating with clients to resolve their issues. With his passion for managing employees, he oversees training and system implementations at the firm.
Outside of accounting and client management, Raul holds a Real Estate License and enjoys finding, investing, and selling real estate for his clients and personally. Always seeking to continue helping clients increase their wealth and assets.

Lauren Misa Lopez

Chief Communications Officer

Stephanie Heredia

Tax Manager

Harsh Rokad

Client Manager

Rawan Bakour

Tax Manager

Alex Riccio

Client Accountant
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