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

Fort Myers-Naples

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 Fort Meyers-Naples and throughout Southwest Florida to help them achieve their goals and build sustainable, transferable business value.

REGIONS
THE SHERPAS

Area Presidents

Forest Bookman

  • Northeast Ohio
  • Fort Myers-Naples

Forest Bookman

CFOs

Dan Pletcher

  • Greater Toledo
  • Fort Myers-Naples

Dan Pletcher

Lori Rothel

  • Fort Myers-Naples

Lori Rothel

Interested in joining the FocusCFO team in the Fort Myers-Naples area?

Fractional CFO Services in Naples-Fort Myers

Fort Myers-Naples
Service Areas

Local teams are available to serve your business in Lee County, Collier County and surrounding areas, including: 

  • Naples, FL
  • Fort Myers, FL
  • Cape Coral, FL
  • Golden Gate, FL
  • Bonita Springs, FL
  • Cypress Lake, FL
  • San Carlos Park, FL
  • Sanibel, FL
  • Everglades City, FL
  • Marco Island, FL
  • Clewiston, FL

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 - take a look at some of the many ways FocusCFO supports the community and helps to keep business local.

How We Help

FocusCFO offers fractional CFO services for small and medium-sized businesses. Our fractional CFOs are leaders who bring decades of experience to the table. They work with businesses, like yours, on an ongoing basis to ensure that your finances are in order, that a clear strategy is in place, and that the organization is on the path for success.

We believe in supporting our client's success through a proven process:

Assess: We find out what makes your business unique. What challenges do you face? What opportunities do you see? How can we help?

Strategy: We craft a strategy that is customized to meet your needs. Together we will identify strategies to help you achieve your goals and develop a plan for execution.

Execute: We work alongside you as an extension of your team—a partner who can help guide your path to success through our proven process and proprietary tools.

Monitor & Support: As part of our ongoing service commitment, we monitor progress toward goals and provide support as needed along the way—always keeping an eye on long-term sustainability

Insights

Podcasts
Mike Derringer on Ignite Your Business Podcast
Detroit Metro
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
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
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 CFO on the CEPA® 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
In Memory of Jeff Davis
Success Stories
Jax Kar Wash x FocusCFO
Success Stories
R&R Pipeline Testimonial
Insights
Focus on Growth or De-risking in 2023?
Success Stories
Watershed Distillery x FocusCFO
2022 Core Value Awards
Make Better Decisions with Efficient Short-Term Forecasting
Business too Small for a Bonus Plan? Maybe not…
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.