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

New Associates
Welcome Brent Smith
New Associates
Welcome Patrick Hynes
New Associates
Welcome Ron Walker
Greater Pittsburgh
Celebrating 5 Years with Mark Vernallis
New Associates
Welcome Greg Foote
Detroit Metro
Lesli Matukaitis on the 2 Views Podcast: Enhancing the Negotiation
New Associates
Welcome Drew Ward
New Associates
Welcome Justin McCarty
Insights
Beyond Numbers: 3 Qualities Your CFO Should Bring to the Table
New Associates
Welcome Doug Dean
Success Stories
Masterpiece Painting Testimonial
New Associates
Welcome Rick Samuelson
Insights
How an Embedded CFO on the CEPA® Team Improves Exit Outcomes
New Associates
Welcome James Owens
New Associates
Welcome Brian Fisher
Northeast Ohio
7 Tips for Working with a Fractional CFO to Grow Your Business Value
New Associates
Welcome Mike Ferguson
Northeast Ohio
Why I Chose FocusCFO: From Corporate Success to Community Significance
New Associates
Welcome Jim Murdy
News
FocusCFO Announces Partnership With ITR Economics
Conquering Columbus Podcast
Fractional CFOs In Demand for Small and Medium-Sized Businesses
New Associates
Welcome Mark Cross
Insider Insights: What Attracted Our Team to FocusCFO
Insights
3 Unexpected Ways a CFO Can Impact Your Business
Remembering Bob Murch
New Associates
Welcome Sherri Taylor
In Memory of Jeff Davis
Success Stories
Jax Kar Wash x FocusCFO
New Associates
Welcome Jeff Conrad
Success Stories
R&R Pipeline Testimonial
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…
The Importance of Exit Planning
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
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.