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

Charlotte Metro

At FocusCFO, we believe that every small business and entrepreneur deserves the chance to grow, prosper, and reach their full potential. We provide fractional CFO services to businesses in the Charlotte Metro area and throughout the Carolinas to help them achieve their goals and build sustainable, transferable business value.

REGIONS
THE SHERPAS

Area Presidents

Michael Stier

  • Charlotte Metro
  • Upstate South Carolina

Michael Stier

CFOs

Thomas Broglio

  • Charlotte Metro

Thomas Broglio

Randy Garrick

  • Upstate South Carolina
  • Charlotte Metro

Randy Garrick

Kim Cooper

  • Piedmont Triad
  • Research Triangle

Kim Cooper

Martin Rissmann

  • Charlotte Metro

Martin Rissmann

Richard LaValla

  • Upstate South Carolina
  • Charlotte Metro

Richard LaValla

Michael Saccucci

  • Upstate South Carolina
  • Charlotte Metro

Michael Saccucci

Tim Roche

  • Charlotte Metro

Tim Roche

Interested in joining the FocusCFO team in the Charlotte Metro?

Fractional CFO Services in the Charlotte Metro

Charlotte Metro
Service Areas

Local teams are available to serve your business in Charlotte Metro and surrounding areas, including: 

  • Charlotte, NC
  • Gastonia, NC
  • Concord, NC
  • Huntersville, NC
  • Matthews, NC
  • Monroe, NC
  • Mooresville, NC
  • Rock Hill, SC
  • Fort MIll, SC
  • Kannapolis, NC
  • Indian Trail, NC

Don’t see your area on the map? Contact us to learn about your options. Depending on your area, Fractional CFO service options may include: fully onsite, fully remote, or hybrid engagements.

Contact Us »

Local Community Involvement

From education and mentorship to community giving - take a look at some of the many ways FocusCFO supports the community and helps to keep business local in the Charlotte Metro Area.


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How We Help

At FocusCFO, we offer fractional CFO services for small and medium-sized businesses. Our fractional CFOs are leaders who bring decades of experience to the table. They work with you on an ongoing basis to ensure that your finances are in order, that you have a clear strategy for the future, and that you are on track for success.

At FocusCFO, we believe in supporting our client's success through a proven process:

Assess: We find out what makes your business unique. What challenges do you face? What opportunities do you see? How can we help?

Strategy: We craft a strategy that is customized to meet your needs. Together we will identify strategies to help you achieve your goals and develop a plan for execution.

Execute: We work alongside you as an extension of your team—a partner who can help guide your path to success through our proven process and proprietary tools.

Monitor & Support: As part of our ongoing service commitment, we monitor progress toward goals and provide support as needed along the way—always keeping an eye on long-term sustainability

Insights

Insights
Focus on Growth or De-risking in 2023?
New Associates
Welcome Curt Anderson
New Associates
Welcome Tim Roche
New Associates
Welcome Scott Glaser
Success Stories
Watershed Distillery x FocusCFO
2022 Core Value Awards
Make Better Decisions with Efficient Short-Term Forecasting
Business too Small for a Bonus Plan? Maybe not…
New Associates
Welcome Paul Bressan
Charlotte Metro
Feeding Our Neighbors
Insights
Build Resilience Through Recurring Revenue
Success Stories
Meals on Wheels Testimonial
Success Stories
Camino Testimonial
Selling Your Medical Practice: Guidance for Physician Owners
Insights
Meet the Upstate South Carolina Team
New Associates
Welcome Emile Lamah
New Associates
Welcome Michael Saccucci
Insights
Smart Business Magazine: How to Recognize if You Have Trouble Receiving Feedback
Guides
Get Ahead of the Game – Create Your Pricing Strategy
New Associates
Welcome Todd Mullenger
New Associates
Welcome Marcus Von Kaenel
New Associates
Welcome David House
Uncertain Times: Four Steps to Protect Your Business
Insights
Owner Dependency
Success Stories
Brownie Points Testimonial
Insights
Prepare for the Worst, Hope for the Best
Insights
Boost Your Career as a Fractional CFO
Insights
Authority Magazine: 5 Things You Need to Know to Successfully Scale Your Business
Success Stories
Ameriseal of Ohio Case Study
Guides
Who’s Leading Your Strategic Planning?
Insights
Fractional CFOs In Demand for Startups
Podcasts
Client Experience and Value
Podcasts
Business Innovators with Mark Imperial
Insights
10 Reasons to Hire a Fractional CFO
Podcasts
In the Loop: A Conversation with Michael Stier
Insights
Ron Barker’s Top 10 Revealed
Insights
Your Guide to SBA 7(a) Loans
Insights
The New CFO Mandate
Insights
Metrics that Matter
Insights
Fractional Expertise is a Goldmine for Small & Midsized Businesses
Insights
When is the Right Time to Exit?
Insights
Understanding Your Business Value with the Exit Planning Institute
Insights
Flexi-Retirement: The Alternative to Traditional Retirement
Insights
How a CFO Can Help You Solve the Inflation Puzzle
Insights
Angela Robins
Insights
An Introduction to Supply Chain Metrics & KPIs
Insights
Andrew Viglietti
Insights
The Post-60 Career Path
Insights
Finding Your Successor: What Traits Do Most Successful Owners Share?
Insights
Use of On-Demand Execs is a Growing Trend | Indianapolis Business Journal
START YOUR CLIMB

Schedule a consult

GET IN TOUCH

Financial freedom starts with a simple conversation.

01
Let’s start with a conversation about your challenges and vision to see if we are a fit for each other.
02
A complimentary half-day assessment: A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
03
Let's get to work: your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
04
Reach new heights⁠—with a trusted guide at your side, climbing to greater health, growth, and value.