OUR CLIENTS
Our clients frequently say, “I can sleep at night now” or “they take care of us.” To us, those are the signs that we’re doing our job right.
“When I became CEO of Visit Seattle two years ago, the long-time CFO had already decided she wanted a career change and vacated her position within a couple of months of my arrival. With a background and deep knowledge of DMO finances and operations, CFO by design helped us do a deep dive on our structure, policies, and systems, and came alongside us to develop the foundation necessary to efficiently run our finance department. We now have rebuilt our accounting team, established solid policies, modernized our technology, forged stronger banking relationships, streamlined our financial reporting systems, expanded our team’s financial literacy and established confidence of our Board – we could not have done this without the superhero-level support of Julie Hart, and her team at CFO by design.”
“The team at CFO by Design is the finance partner that you have been looking for your organization. Not only are they great with the numbers, but they are great with telling your story to your board, members, elected officials and community partners. In my 30 years in the DMO world this has been the best financial support team that I have had the pleasure of counting on. Finally, you will also find their fee structure to be a better financial model that having a robust department in house. ”
““I first met Julie Hart, the powerhouse behind CFO by design, when I was on the executive committee of Destinations International (DI). I was witness to her expertise as she led them through an extremely difficult financial crisis. As CEO of Visit Dallas, one of the first calls I made was to Julie and her team to provide expert financial guidance and consulting for our organization. Simply put, Julie’s proactive approach ensures that organizations navigate complex financial terrain with confidence and ease and her leadership style inspires trust by organizations and boards alike.”
“Please stop reading this testimonial, pick up the phone and get the CFO by Design Team into your destination as quickly as possible. They are experts in the DMO space and will help you read between the lines on things you sense but can’t see. They will also help present your financial information in a way that your staff, board and stakeholders can digest and actually use to make decisions. They have YOUR best interest in mind and are relentless in their pursuit of excellence on your behalf. This will be one of the BEST calls you ever make.”
“Julie Hart and her team at CFO by Design have played an instrumental role in the successful turnaround of Destinations International. Julie’s long tenure as the CFO for Visit Austin has translated to understanding the financial responsibilities for our members. Julie continues to be a trusted and valuable resource to myself, our senior management team, and equally important, our Board of Directors and Trustees.”
“The team at CFO by Design has been invaluable at both Visit San Antonio and Visit Orlando. At Visit San Antonio, Julie and her team assisted in various areas, including sourcing and establishing our accounting system, developing robust policies, consulting and planning, board relations, financial management and even served as the organization’s CFO. When I arrived at Visit Orlando, one of my first calls was to the CFObd team. Their assistance was instrumental in ensuring that Visit Orlando operated at its best by streamlining processes, updating policies, and providing guidance on organizational structure to maximize efficiency. The combination of expertise, client service and genuinely caring about your DMO cannot be beat.” ”
““As a new Association CEO, making sure that the financial health of our organization is in order was a top priority. Working with CFO by Design has not only made this simple and seamless, but given me the confidence in our financial position to make strategic investments in our future.” ”
“Julie and the team at CFO by design have been incredible partners to our Frisco Tourism Public Improvement District. As a new organization, they guided us with well thought out policies and procedures, established solid accounting practices and financials for our board, and are always available to answer all of our questions quickly and efficiently. Her team is friendly, helps us understand the intricacies of our new organization, and are just great people to work with!”