Ethics & values

There is no departure from those things that define you.

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Our ethical backbone

Infused CFO Works has an absolute and unrelenting commitment to confidentiality, competence, credibility and integrity. These, as covered in more detail below, form our standards of professional practice and personal conduct. They are also stipulated requirements associated with our professional certifications with the Institute of Management Accountants.

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It's all about people.

Among our important values, we view people and relationships as the things that matter most. People crave to be energized. They seek personal fulfillment arising from purpose, high expectations, hard work and attainment. Ultimately, the highest purpose of our firm is helping to enable the personal fulfillment of client owner-management and their employees as measured in both financial and non-financial terms.

Our Ethical Standards

Infused CFO Works, Inc. commits to compliance with the below set of ethical edicts. These standards of professional practice were set forth by the Institute of Management Accountants, IMA.


I. Competence

  1. Maintain an appropriate level of professional leadership and expertise by enhancing knowledge and skills.
  2. Perform professional duties in accordance with relevant laws, regulations, and technical standards.
  3. Provide decision support information and recommendations that are accurate, clear, concise, and timely. Recognize and help manage risk.


II. Confidentiality

  1. Keep information confidential except when disclosure is authorized or legally required.
  2. Inform all relevant parties regarding appropriate use of confidential information. Monitor to ensure compliance.
  3. Refrain from using confidential information for unethical or an illegal advantage.


III. Integrity

  1. Mitigate actual conflicts of interest. Regularly communicate with business associates to avoid apparent conflicts of interest. Advise all parties of any potential conflicts of interest.
  2. Refrain from engaging in any conduct that would prejudice carrying out duties ethically.
  3. Abstain from engaging in or supporting any activity that might discredit the profession.
  4. Contribute to a positive ethical culture and place integrity of the profession above personal interests.


IV. Credibility

  1. Communicate information fairly and objectively.
  2. Provide all relevant information that could reasonably be expected to influence an intended user’s understanding of the reports, analyses, or recommendations.
  3. Report any delays or deficiencies in information, timeliness, processing, or internal controls in conformance with organization policy and/or applicable law.
  4. Communicate professional limitations or other constraints that would preclude responsible judgment or successful performance of an activity.