How do you expand your field of vision beyond day-to-day operations? We built FocusCFO to offer a solution. Our fractional CFOs embed themselves in your business and develop financial strategies and roadmaps to guide you and your company up the mountain of success. You get out of the weeds, and, in the process, you position your business for health, growth, and value.
At FocusCFO, we give business owners financial control over their businesses and the freedom to change their lives.
We provide CFO services on a fractional basis, meaning clients get all the advantages of a full-time CFO on terms that are flexible and affordable, working under a recurring schedule that fits within their budget. With a CFO on the management team, the entrepreneur is free to focus on what they do best: building great products and services and growing revenue.
Small and mid-sized businesses benefit from FocusCFO’s industry-leading model.
A dedicated CFO working in the business, as part of the leadership team, fractionally, a day or two per week.
Decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
Joint CFO/ Area President service teams. Shared expertise, experience and best practices of the entire FocusCFO organization.
Guided to date, on their climb to sustainable, transferrable value.
What's more important than where your business has been? ...Where it's going.
To chart a path to the summit, to maximize the value of your business, you need a true CFO who matches your strategy with your numbers and develops the forward-looking financial roadmap for your business.
You're climbing the mountain. We're here to guide you, every step of the way.
As a business owner, what are the biggest challenges you’ve faced on your journey to reach new heights?
STUCK working in the day-to-day operations of my business, not on growing the business and making it better
WORRIED I don’t have a team with the experience to help scale up the business
If success is the peak of your mountain pinnacle, scalable growth is what gets you to the top. And just like climbing a mountain, growth is challenging, a process fraught with unknowns. You need a team of Sherpas — seasoned financial executives who can make the climb with you and help you chart a path to the top. It still won't be easy, but you'll have support and guidance from those who have been there already. .
DISAPPOINTED with the lack forward-looking strategic support in my business
CPAs, controllers, and bookkeepers play important roles in a business. But their function is to look back in time to report where you've been, not to chart a path to where you're going. For that, you need a seasoned financial executive who can match your numbers with your strategy;analyze your business and chart a path forward, to not only strengthen your foundation and build a healthy business, but also grow and create transferable business value. Having a CFO to help you articulate your strategy to stakeholders - from bankers, to potential investors, and even employees - can make sure everyone is on the same page and committed to the business strategy.
FRUSTRATED I don't have the right information to make important decisions about the business
What you don't know can hurt you - especially in business. The most successful entrepreneurs and leaders use this as an opportunity to ask for help. At FocusCFO, we embed ourselves with your leadership team, helping you filter out the noise, understand what metrics matter, and chart a path for the future. It's a proven process that produces maximum impact.
CONCERNED that my business will not deliver the value I need for my future
Do you know your wealth gap – the difference between what you need your business to be worth to fund your future goals and how much you would net if you sold today? Knowing your wealth gap is the first step in achieving your personal financial goals. Next, it's about building value in your business to secure your future financial success.
STRUGGLING to pay for the present while planning for the future
Cash flow is what keeps your lights on, your employees paid and your company moving forward, and yet it is one of the most challenging financial elements to plan for. FocusCFO can help. Our fractional CFO consultants have decades of experience navigating these challenges and can build models and strategies to chart your path to health, growth, and value.
ANTICIPATING exiting my business through succession or sale.
WE’VE BEEN TO THE TOP OURSELVES
LET’S CHART YOUR JOURNEY
The Climb to Value
As one of the country's leading providers of fractional CFO services, our associates bring decades of experience and can build models and strategies to chart your path to health, growth, and value. Our proven process leads to maximum impact.
The “basecamp” for your climb to greater value. We will focus on your foundational accounting systems, internal processes and policies, and cash flow forecasting to “supply” your journey to the summit.
Before we ascend to higher altitudes, we work with your team to address the operational side of the business, creating a “DNA Operating Model” for your business, a living ‘dashboard’ that informs your team on how to use financial information to analyze and improve operational health.
From the outset we work with you on the process of goal setting, benchmarking, strategic planning, de-risking, and revenue enhancement as drivers of value growth.
Our mission is to guide the process of creating sustainable, transferable value with each business client. This spells success for organizations and expands the strategic options available to the business and owner.
The benefit of FocusCFO is worth the cost, to give us information we never had before."
"One thing I will tell any business owner is you have to be able to recognize that you do not know everything and, more importantly, you have to surround yourself with people who know more than you do so you can grow and be successful.
The problem we had is that how do you afford a CFO of the caliber that you want that can perform in the capacity that you need."