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
About

Joe has 40 years of operational and finance experience garnered in efforts in the service, manufacturing, construction, retail and health care industries. Much of this time was spent with small business owners, providing unique insight with that industry leaders in that part of the economy.

Get to know Joe’s other interests

Other Interests

  • Who/what is your favorite musical artist/or song?  Frank Sinatra is always on in my car, at home, and on my laptop (where appropriate.) New York, New York starts my day every day.
  • Something most people don't know about you?  If I would not have chosen the career path for accounting and finance, I would have been a meteorologist....either way, trying to assist others weather the conditions.
  • What is your favorite movie?  The Shawshank Redemption holds many lessons that can be applied to business in particular and life in general. These include "where there is a will, there is a way;" life is not always fair, perseverance pays off, sometimes it is necessary to "think outside the box;" helping others leads to helping yourself, and lifelong friendships are invaluable.

Before FocusCFO

Before Focus CFO, Joe's career was mainly spent collaborating with both sole proprietors and family-owned business owners operating small and medium sized enterprises, many with sales of $10 - 50 million annually. Focuses included stabilizing operations, growing through mergers and acquisitions, sales of operating divisions, and understanding what exit opportunities exist.

What attracted you to FocusCFO?

Focus CFO offers an opportunity for me to continue to live out a calling that was fostered from my days in high school: Men for others. The satisfaction provided through this service, while learning about how various businesses work, is very gratifying.

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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value

Succession or Exit
Readiness & Attractiveness
Price/Multiple
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growth

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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