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

CFO

Charlotte Metro
About

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.

Get to know Dan’s other interests

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

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.

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.

At FocusCFO, we help you direct your financial strategy and achieve your goals, giving you the freedom to change your life.

FocusCFO provides expert to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
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Part of Your Team

Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
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C-Level Experience

Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
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Team Approach

Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.

THE VALUE PYRAMID PROCESS

Guiding entrepreneurs on the climb to building sustainable, transferable business value

Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.

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Succession or Exit
Readiness & Attractiveness
Price/Multiple
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Planning
Risk
Revenue
Operating Rhythm
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Health

Budgeting & Forecasting
Production & Operations
Banking & Capital
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Foundation

Accounting Systems
Cash Flow Forecasting
Policies & Processes
Advisor Coordination
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value

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growth

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Health

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Foundation

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