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

Greater Sarasota

At FocusCFO, we believe that every small business and entrepreneur deserves the chance to grow, prosper, and reach their full potential. We provide fractional CFO services to businesses in Greater Sarasota to help them achieve their goals and build sustainable, transferable business value.

REGIONS
THE SHERPAS

Area Presidents

Dan Keck

  • Cincinnati Metro
  • Greater Sarasota

Dan Keck

CFOs

Lori Rothel

  • Fort Myers-Naples
  • Miami-Fort Lauderdale

Lori Rothel

Donna Greenbury

  • Fort Myers-Naples
  • Miami-Fort Lauderdale

Donna Greenbury

Interested in joining the FocusCFO team in Greater Sarasota?

Fractional CFO Services in Greater Sarasota

Greater Sarasota
Service Areas

Local teams are available to serve your business in Greater Sarasota, including:

  • Bradenton

  • Venice

  • Palmetto

  • North Port

  • Lakewood Ranch

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 - FocusCFO supports the community and helps to keep business local in Greater Sarasota.

FocusCFO: Your Fractional CFO Partner for success
in Greater Sarasota

Greater Sarasota isn't just a beautiful place to live; it's also consistently ranked as a top city to launch a small business. At FocusCFO, we understand the unique opportunities and challenges faced by entrepreneurs in this vibrant market. Our fractional CFO services are designed to empower you with the financial leadership you need to navigate the competitive landscape and achieve your growth goals.

Local Expertise for Local Success

  • Seasonality Savvy: Sarasota boasts a dynamic tourism sector. Our fractional CFOs have experience managing cash flow fluctuations to ensure smooth operations year-round.
  • Tax Advantage: Leverage Florida's favorable tax climate to maximize your profitability. We'll help you understand how your business can benefit from these advantages.
  • Growth through Innovation: Sarasota is fostering a thriving ecosystem for technology, creative industries, and more. Our fractional CFOs will help you optimize finances to fuel your innovative ventures.
  • Logistics & Manufacturing Powerhouse: North Port's strategic location is attracting high-tech manufacturing and logistics giants. Our CFOs understand the specific financial needs of these industries.

The FocusCFO Advantage

  • Access to Top Talent: Benefit from the expertise of seasoned CFOs without the high cost of a full-time hire.
  • Customized Solutions: We work closely with you to develop a tailored financial strategy that aligns with your unique business goals.
  • Focus on Your Business: Free up your valuable time and energy to focus on core business activities while we handle your financial well-being.

Ready to Unlock Your Growth Potential?

Schedule a consultation with a FocusCFO today and discover how our fractional CFO services can help you achieve financial success in Greater Sarasota.

Insights

podcast
@Work Podcast:
Success Stories
How a Fractional CFO Helped PrecisionPoint Achieve a Successful Exit
Maximizing Cash Flow: A Small Business Success Story
Podcasts
The Future is Fractional: The Growth of Fractional CFOs in SMBs
Insights
What Does a NonProfit CFO Do?
Podcasts
From Numbers-Driven to People-Focused: Area President Mike Derringer Shares His Career Journey on the Inspired Stories Podcast
Success Stories
Watershed Distillery: Toast to a Successful Exit with FocusCFO
Insights
FocusCFO Heads to the 2024 EPI Summit!
Success Stories
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
SLOWS Bar BQ Testimonial
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
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.