• 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 Planning

Strategize Your Financial Plan

Strategic financial planning takes a holistic view of your business - considering each aspect of its organization, and the impact that each one has on the overall financial health of your company. Your fractional CFO will match strategy with the numbers, helping you map out the goals you want to achieve, and offering strategic financial guidance to help you meet them.


Match Vision with Strategy.

To develop a strategy for success, you have to have a clear vision of where you want your business to go and define what success looks like for your organization. What are your goals? Growth? A successful exit? Attracting investors? Increasing social responsibility? Your fractional CFO can help you develop a strategy that sets you up for success.


Safeguard Your Company.

Your business’ financial risk is your largest liability. Make sure you’re mitigating it as you work toward your vision with a fractional CFO by your side. With their high-level view, they can help you avoid common pitfalls and break through barriers that can derail your progress. 

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Support for the Climb.

FocusCFO will provide you with an experienced hand in developing and implementing your strategy. Your fractional CFO will provide ongoing monitoring and support. As your company grows and evolves, your financial strategy needs to change along with it, and we’ll be right by your side to adjust the course, if needed.

Transform Your Business Strategic Financial Planning

More entrepreneurs than ever are using a fractional CFO, who acts as an embedded partner and provides the high-level view and strategy you need to transform 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.