• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Strategic Financial Operations

As a business owner, you know that the financial health of your business is directly tied to its operational health.

It’s important to have a CFO who understands your business and can help guide you through Strategic Financial Operations, the process of developing and implementing financial strategies that align with your business strategy. The objective is to create value for your organization by increasing efficiency and improving profitability through the effective use of capital.

More Clarity for Business Decisions

For optimal production and operational health, your CFO will guide you in creating, analyzing, and understanding metrics, KPIs, and scorecards that can be used to manage your business.

Strategic Financial Operations also includes a review of cost accounting and product/service pricing to provide opportunities to improve performance. Margin analysis by service/product line, location, etc., are invaluable sources of improvement opportunities.

Once you have identified your improvement opportunities, it's time to focus on how to achieve them. This is where your CFO comes into play - they will work with your business to understand how your organization creates value for its customers and to identify ways you can improve upon this process over time.

A unique aspect of the FocusCFO model is that we create a DNA model for your business - this is an operating model that matures over time, as our understanding of your business and the financial modeling improves. The DNA model captures a comprehensive view of your unique business. So the next time questions come up about the future of your business, you have on-demand data at your fingertips, helping you to run through scenarios and drive decisions about where you want to take your business.


Financial freedom starts with a simple conversation.

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