FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
LET’S CLIMB TOGETHER

Leadership & Support Team

Think of our Leadership & Support Team as basecamp: providing essential support, resources, and communication for our Sherpa teams.

Interested in joining the FocusCFO Corporate Support Team?
Meet our Sherpa Teams of CFOs and Area Presidents
GET IN TOUCH

Financial freedom starts with a simple conversation.

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01DISCOVERY CALL
A conversation with us about your challenges and vision to see if we are a fit for you
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02COMPLIMENTARY ASSESSMENT
A complimentary half-day assessment. A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
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03GETTING TO WORK
Your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
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04REACH NEW HEIGHTS
With a trusted guide at your side, climbing to greater health, growth, and value.