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
THE CLIMB

Who We Help

Our seasoned financial professionals help small and medium-sized businesses chart a path to success and achieve maximum impact. We offer planning and guidance to help clients reach goals and achieve long-term financial health. 

Lorem ipsum dolar sit amet consectuer ipsum dolar sed ut perspiciatis

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt.

strategies

In the foundation stage, your Sherpa will guide you on tactical strategies to lorem ipsum dolar.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqut ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea coip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Internal Accounting

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqut ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea coip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Monthly Closing & Reporting

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqut ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea coip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Internal Processes & Policies

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqut ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea coip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

CPA & Banker Coordination

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliqut ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea coip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

The Value Pyramid Process

LOREM IPSUM DOLAR SIT AMET
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris

At FocusCFO, we lorem ipsum dolar sit amet consectuer sit ipsum consectuer

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco l

Embedded

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et doloreincididunt ut labore et dolore

C-Level Experience

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et doloreincididunt ut labore et dolore

Team Approach

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et doloreincididunt ut labore et dolore

Lorem ipsum dolar sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ul

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur

Lorem ipsum dolar sit amet

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ul

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur

Lorem ipsum dolar sit amet cunde omnis iste natus

Playbook

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididur incididunt ut labont ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut

Playbook

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididur incididunt ut labont ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut

Playbook

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididur incididunt ut labont ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut

Playbook

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididur incididunt ut labont ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut

Our associates have expertise in a wide range of industries and we utilize this to remove organizational barriers to maximize growth.

Small Businesses
Cash flow is one of many challenges facing small businesses. Our outsourced CFO services for small businesses help you pay for the present while planning for the future.
Construction
Our CFO services for contractors and construction businesses can help you improve the accuracy of your estimates, navigate local tax nuances and increase your profitability.
Manufacturers
Our outsourced CFO services for manufacturers will help you understand your capital structure and financing options so you can achieve your goals.
Medical/Healthcare
Our outsourced medical services CFOs can help you understand complex insurance billing and cash flow while providing guidance on your practice’s structure, financing options, expense control, and other strategic decisions.
Restaurants

Our outsourced CFO services for restaurants help you manage cash flow, staffing, and seasonal fluctuations to keep your business at the top of the food chain. 

Real Estate

Our outsourced CFO services for real estate companies help you balance sales and operations to keep your business at the top of the market.

Nonprofits

Our trusted, part-time CFO services for nonprofit organizations help you gain control of your finances and take your mission to the next level. 

Service Companies

A dedicated CFO can help your professional, scientific or technical services company balance sales, operations and administration to achieve scalable growth and success. 

Retailers

Retailers need to manage profitability at every aspect of their performance and at all organizational levels to achieve success. Our dedicated CFO services can help.

Management Support

A dedicated CFO can help your business support or administrative company balance sales, operations and management to achieve scalable growth and success. 

Wholesale Trade

Our dedicated CFOs will provide the information your managers and supply chain partners need to make fast, strategic decisions so you can scale your operations to match demand. 

Accommodations

Our outsourced CFO services for businesses within the hospitality industry’s accommodation sector help you manage cash flow, staffing, and seasonal fluctuations to keep you at the peak of profitability. 

Product Logistics

Our embedded CFOs can help make sure that companies in the transportation and warehousing sector scale operations to meet demand and keep moving up the mountain of success.

Education Services

Whether your business offers education and training or services that support the education sector, our dedicated CFOs can help make sure your profits add up to success. 

Arts and Leisure

The arts, entertainment and recreation industry is all about having fun. But when it comes to being successful, our dedicated CFOs can also make sure your business is profitable.

Finance & Insurance

As a financial or insurance company owner, you’d rather focus your time and energy on serving profitable customers. Our dedicated CFOs can help ensure the success of your own business.

Lorem ipsum dolar sit amet consectuer ipsum dolar sed ut perspiciatis lorem ipsum dolar.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt.

Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut.

Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut.

Lorem ipsum dolar

Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut.

Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut.

Lorem ipsum dolar

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.ll

Lorem ipsum dolar

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.ll

Slide 2

Slide 2 content goes here

Slide 2

Slide 2 content goes here

Lorem ipsum dolar

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.ll

Lorem ipsum dolar

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris.ll
ACCELERATE YOUR GROWTH

We Believe in the Potential of Each Client

We are overwhelmingly supportive and personalized in our approach to our customers’ needs, and we work to gain their trust. We are passionate about helping them gain the knowledge needed to optimize utilization of limited resources.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore

Peter Geise, FocusCFO Area President, Akron, OH

Lorem ipsum dolar sit consectuer

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ul

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur
Cash flow issues
Lack of timely financials
Struggling with growth
Difficulty getting loans approved
Concerns about profitability
Thinking about transition or succession

We are passionate about helping entrepreneurs achieve their business and financial goals.

Passionate

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.

Continuous Learner

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.

Coachable

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.

Excellent Communicator

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.

Sherpa

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incid olor sit amet, consectetur adipis idunt ut labore et dolore magna aliqua.
START YOUR CLIMB

Schedule a consult

GET IN TOUCH

Financial freedom starts with a simple conversation.

01
A conversation with us about your challenges and vision to see if we are a fit for you
02
Your complimentary half-day assessment to determine lorem ipsum doar
03
We’ll craft your custom solution and pair you with the CFO that fits your needs best
04
How are you different from a CPA firm?
05
Watch as your business climbs - straight to the top of the mountain