• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Schedule a Consult

Financial freedom starts with a simple conversation.

1. The Initial Conversation

It starts with a simple conversation with an Area President about your business, current situation, challenges and goals, and how FocusCFO operates, to see if we are a fit for each other.

2. Your Complimentary Half-Day Assessment

You’ll meet with your Sherpa team – the Area President and a CFO selected specifically for you – to get to know each other better and determine if this is truly a good fit between us.

3. Charting Your Path Forward

Your CFO will collaborate with the owner and managment team to execute your custom solution. We will work together to establish priorities and a recurring 90-day operating rhythm.

4. Watch As Your Business Climbs

Establish long-term goals for the business and owner, and set milestones – charting your journey to the top of your mountain. Your Sherpa team will climb the entire way by your side, guiding you to the top.