• 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

Dan Harms

  • CFO
  • Charlotte Metro

Dan Harms brings over 40 years of experience in accounting, finance and operations, including working directly with entrepreneurs. Experience in the Financial Services, Manufacturing (printing, assembly, light manufacturing) and Distribution industries. Experience includes private equity owned businesses, family owned businesses and involvement in mergers and acquisitions and divestiture. Over 30 years as member of executive team.

Before FocusCFO

Prior to joining FocusCFO, Daniel served as an audit manager at Deloitte before moving to a Chief Financial Officer role at a mid-size printing and distribution company owned by a Private Equity firm. Upon successfully developing a plan for divestiture, he led the operating company team involved with the negotiations with the three successful buyers. He then became the Chief Financial Officer at a privately held company which performs third party manufacturing assembly for Fortune 500 companies. His 17-year tenure was dominated by assisting in the process of business maturation from a highly entrepreneurial to a data driven decision making environment.
Daniel is proud to be a US Navy veteran and grateful to receive GI Bill benefits which afforded him the opportunity to receive a BSBA in Accounting from the University of Nebraska at Omaha.

    Other Interests

    • What is your favorite way to spend free time? Golf and spectator sports-especially when the grandchildren are playing.
    • What is your favorite movie?  My favorite movie is Forrest Gump. The time period it covers, the balance of comedy, drama and romance...the musical score … just a wonderful movie.
    • Something most people don't know about you  I was offered a position by the Harlem Globetrotters

What attracted you
to FocusCFO?

My favorite part of Deloitte was the exposure to different businesses, their owners, and helping that business if I could. FocusCFO presents me with the same opportunity.

Curated insights by Dan Harms