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

Research Triangle

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 the Research Triangle area and throughout the Carolinas to help them achieve their goals and build sustainable, transferable business value.

REGIONS
THE SHERPAS

Area Presidents

William Goebel

  • Piedmont Triad
  • Research Triangle

William Goebel

CFOs

Kim Cooper

  • Piedmont Triad
  • Research Triangle

Kim Cooper

Interested in joining the FocusCFO team in the Research Triangle?

Fractional CFO Services in Research Triangle

Research Triangle
Service Areas

Local teams are available to serve your business in Research Triangle and surrounding areas, including: 

  • Raleigh, NC
  • Durham, NC
  • Chapel Hill, NC
  • Cary, NC
  • Morrisville, NC
  • Fuquay-Varina, NC
  • Apex, NC
  • Wake Forest, NC
  • Holly Springs, NC

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

New Associates
Welcome Troy Rambo
New Associates
Welcome Michael Gibson
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
New Associates
Welcome Kathy Emanuel
Insights
Why Exit Planning is Good Business Strategy
New Associates
Welcome Charles Williams
Insights
Unraveling the Power of Cash Flow Statements for Small and Medium-Sized Businesses
Insights
How FocusCFO Helped Me Become a Better CFO
New Associates
Welcome Nick DeMao
New Associates
Welcome Mathew Cobbett
New Associates
Welcome Ron Wehtje
Insights
The CFO's Role in Preparing for Upcoming Economic Storms
New Associates
Welcome Oliver Nottley
New Associates
Welcome John Azlant
New Associates
Welcome Scott Goodrich
New Associates
Welcome Samuel Young
Insights
How CFOs Can Tackle the Biggest Challenges for 2023
New Associates
Welcome David Benner
New Associates
Welcome Verlin Horn
New Associates
Welcome Steve Little
New Associates
Welcome Mike Torakis
New Associates
Welcome Brent Smith
New Associates
Welcome Patrick Hynes
New Associates
Welcome Ron Walker
Greater Pittsburgh
Celebrating 5 Years with Mark Vernallis
New Associates
Welcome Greg Foote
Detroit Metro
Lesli Matukaitis on the 2 Views Podcast: Enhancing the Negotiation
New Associates
Welcome Drew Ward
New Associates
Welcome Justin McCarty
Insights
Beyond Numbers: 3 Qualities Your CFO Should Bring to the Table
New Associates
Welcome Doug Dean
Success Stories
Masterpiece Painting Testimonial
New Associates
Welcome Rick Samuelson
Insights
How an Embedded CFO on the CEPA® Team Improves Exit Outcomes
New Associates
Welcome James Owens
New Associates
Welcome Brian Fisher
Northeast Ohio
7 Tips for Working with a Fractional CFO to Grow Your Business Value
New Associates
Welcome Mike Ferguson
Northeast Ohio
Why I Chose FocusCFO: From Corporate Success to Community Significance
New Associates
Welcome Jim Murdy
Success Stories
Unified Construction Testimonial
News
FocusCFO Announces Partnership With ITR Economics
Conquering Columbus Podcast
Fractional CFOs In Demand for Small and Medium-Sized Businesses
New Associates
Welcome Mark Cross
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.