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
Summit Insights
Feb, 20

Professional Concepts Insurance Agency Testimonial

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Professional Concepts Insurance Agency Testimonial

“PCIA believes in a laser focus on growth and opportunities.  Lesli Funk Matukaitis and FocusCFO have allowed our organization to focus “on the business.”   Every week, our CFO, from FocusCFO, spends a full day in our office strategizing and looking for unforeseen opportunities for financial growth at PCIA.  We enjoy our opportunity with FocusCFO and look forward to continuing our success.”

Michael Cosgrove, President of Professional Concepts Insurance Agency
February 2020

855-236-0600

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