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

FocusCFO is your trusted partner for financial success. We specialize in delivering fractional CFO services to businesses in the Charlotte Metro and throughout the Carolinas, offering expert financial guidance to guide you to sustainable, transferable value. Our seasoned fractional CFOs bring decades of experience to the table, working closely with you to ensure financial stability, chart a strategic course for the future, and pave the way for your business's success.

REGIONS
THE SHERPAS

Area Presidents

Michael Stier

  • Charlotte Metro
  • Upstate South Carolina

Michael Stier

CFOs

Dan Harms

  • Charlotte Metro

Dan Harms

Duane Church

  • Charlotte Metro

Duane Church

Mike Lee

  • Charlotte Metro

Mike Lee

Martin Rissmann

  • Charlotte Metro

Martin Rissmann

Robert Alexander

  • Charlotte Metro

Robert Alexander

Thomas Broglio

  • Charlotte Metro

Thomas Broglio

Tim Roche

  • Charlotte Metro

Tim Roche

Kim Cooper

  • Piedmont Triad
  • Research Triangle

Kim Cooper

Randy Garrick

  • Upstate South Carolina
  • Charlotte Metro

Randy Garrick

Richard LaValla

  • Upstate South Carolina
  • Charlotte Metro

Richard LaValla

Michael Saccucci

  • Upstate South Carolina
  • Charlotte Metro

Michael Saccucci

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

Charlotte, a city with a diverse economy, excels in finance, technology, fintech, and healthcare. In the thriving business landscape of North Carolina, the top state for businesses in the US,  Charlotte stands out as a hub for corporate headquarters and a vibrant center for arts, culture, and sports. 

At FocusCFO, we believe that every small business and entrepreneur should have the opportunity to thrive and reach their full potential. We specialize in delivering fractional CFO services to businesses in the Charlotte Metro area and throughout the Carolinas, empowering them to achieve their goals and build sustainable, transferable business value.

Our seasoned fractional CFOs are dedicated leaders with decades of experience. They collaborate with you to ensure financial order, craft a clear strategy for the future, and steer you toward success. Our commitment extends beyond implementation, as we continually monitor progress, provide support as needed, and prioritize long-term sustainability.

Discover how our expert financial guidance can empower your business within this dynamic and thriving business community. Reach out to us today to schedule a consultation and embark on your path to success.

Insights

Success Stories
Watershed Distillery: Toast to a Successful Exit with FocusCFO
Insights
FocusCFO Heads to the 2024 EPI Summit!
Exit Planning
Jax Kar Wash: Accelerating Exit, Securing Legacy
Exit Planning
Exit Planning: Synchronizing Dual-Track Financial Planning
Podcasts
How Fractional CFOs Play a Crucial Role in Helping SMBs Grow
2023 Core Value Awards
Podcasts
Navigating Economic Landscapes: How Economics Insights Empower Better Decision Making
News & Associates
2023 Sherpa Awards
Insights
2023 Fundraiser | ALS Association
Insights
How a Data-Driven Approach Can Help You Make the Most of the 2024 Recession
Insights
FocusCFO Begins a Strategic Partnership with Exit Planning Institute
Podcasts
Demystifying the Role of the CFO in Exit Planning
Insights
Turning Economic Adversity into Business Opportunity: A Guide for SMBs
Columbus Metro
In Memory of Pat Lang
Insights
A Practical Guide to Navigating Unexpected Offers for Your Business
Success Stories
Brookes & Henderson Building Co. Testimonial
Insights
Highlights from the 2023 FocusCFO All-Hands Meeting
Success Stories
Metro Signs & Lighting Testimonial
Insights
Associate Spotlight: Michael Stier
Insights
Unleashing Growth: Mastering the Art of Scaling Your Business
Insights
What It Means to Be a Trusted Advisor
Insights
Navigating High Interest Rates in 2023: A Guide for SMBs
Insights
Shifting CFO Role in Response to Changing Economic Landscape
Insights
Why Exit Planning is Good Business Strategy
Insights
Unraveling the Power of Cash Flow Statements for Small and Medium-Sized Businesses
Insights
How FocusCFO Helped Me Become a Better CFO
Insights
The CFO's Role in Preparing for Upcoming Economic Storms
Podcasts
8 Reasons You Should Consider a CFO
Insights
How CFOs Can Tackle the Biggest Challenges for 2023
Greater Pittsburgh
Celebrating 5 Years with Mark Vernallis
Detroit Metro
Lesli Matukaitis on the 2 Views Podcast: Enhancing the Negotiation
Insights
Beyond Numbers: 3 Qualities Your CFO Should Bring to the Table
Success Stories
Masterpiece Painting Testimonial
Insights
How an Embedded CEPA® on the Exit Advisory Team Improves Exit Outcomes
Northeast Ohio
7 Tips for Working with a Fractional CFO to Grow Your Business Value
Northeast Ohio
Why I Chose FocusCFO: From Corporate Success to Community Significance
Success Stories
Unified Construction Testimonial
News
FocusCFO Announces Partnership With ITR Economics
Podcasts
Conquering Columbus Podcast
Fractional CFOs In Demand for Small and Medium-Sized Businesses
Insider Insights: What Attracted Our Team to FocusCFO
Insights
3 Unexpected Ways a CFO Can Impact Your Business
Remembering Bob Murch
In Memory of Jeff Davis
Success Stories
Jax Kar Wash x FocusCFO
Success Stories
R&R Pipeline Testimonial
Insights
Focus on Growth or De-risking in 2023?
Success Stories
Watershed Distillery x FocusCFO
2022 Core Value Awards
Make Better Decisions with Efficient Short-Term Forecasting
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.