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The Freelance CFO, LLC

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Company Details

Name: The Freelance CFO, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 04 Nov 2019 (6 years ago)
Financial Date End: 30 Nov 2025
Entity Number: 3666267
Place of Formation: IDAHO
File Number: 686398
ZIP code: 83716
County: Elmore County
Principal Address: 5 BLUE SPRUCE ROAD BOISE, ID 83716
Mailing Address: 9169 W STATE ST # 317 BOISE, ID 83714-1733

Member

Name Role Address Appointed On
Katelyn Stanton Member 9169 W STATE ST #317, GARDEN CITY, ID 83714 2020-10-04

Agent

Name Role Address
REGISTERED AGENTS INC Agent 784 S CLEARWATER LOOP STE R, POST FALLS, ID 83854

Links between entities

Type:
Headquarter of
Company Number:
1347952
State:
KENTUCKY

Filing

Filing Name Filing Number Filing date
Annual Report 0005927705 2024-10-04
Annual Report 0005416671 2023-10-03
Annual Report 0004952832 2022-10-13
Annual Report 0004432057 2021-10-01
Annual Report 0004021648 2020-10-04

USAspending Awards / Financial Assistance

Date:
2021-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
19127.00
Total Face Value Of Loan:
19127.00
Date:
2020-05-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
47600.00
Total Face Value Of Loan:
182700.00

Trademarks Section

Serial Number:
97596299
Mark:
THE FREELANCE CFO
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2022-09-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE FREELANCE CFO

Goods And Services

For:
Educational services, namely, providing on-line courses and workshops in the field of personal finance, business finance, and tax preparation
First Use:
2019-07-01
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
97596290
Mark:
THE FREELANCE CFO
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2022-09-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THE FREELANCE CFO

Goods And Services

For:
Bookkeeping; Accounting consultation; Accounting for third parties; Accounting services; Payroll preparation; Tax advisory services; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Management of tax files
First Use:
2019-07-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2021-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
19127
Current Approval Amount:
19127
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
19280.02

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Date of last update: 17 May 2025

Sources: Idaho Secretary of State