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

Tampa Bay Area

Home to Florida's second-largest seaport, Tampa is a hub for small and medium-sized businesses. At FocusCFO, our mission is to help these SMBs grow, prosper, and reach their full potential.

We provide fractional CFO services to businesses in the Tampa Bay area and throughout Southwest Florida to help them achieve their goals and build sustainable, transferable business value.

REGIONS
THE SHERPAS

Area Presidents

Bob McAdams

  • Columbus Metro
  • Tampa Bay Area

Bob McAdams

Jim Collins

  • Cincinnati Metro
  • Tampa Bay Area

Jim Collins

CFOs

Lori Rothel

  • Fort Myers-Naples
  • Miami-Fort Lauderdale

Lori Rothel

Donna Greenbury

  • Fort Myers-Naples
  • Miami-Fort Lauderdale

Donna Greenbury

Interested in joining the FocusCFO team in the Tampa Bay area?

Fractional CFO Services in the Tampa Bay Area

Tampa Bay
Service Areas

Local teams are available to serve your business in the Tampa Bay area and surrounding areas, including: 

  • Tampa, FL
  • St. Petersburg, FL
  • Lutz, FL
  • Clearwater, FL
  • Brandon, FL
  • Lakeland, FL
  • Temple Terrace, FL
  • Riverview, FL
  • Safety Harbor, FL
  • Citrus Park, FL
  • Palm Harbor, 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.

FocusCFO in Tampa Bay Area

At FocusCFO, we're dedicated to helping businesses in the vibrant Tampa Bay Area thrive and succeed. We understand the unique economic landscape of this region, which encompasses a diverse range of industries. Tampa Bay has established itself as a hub for various sectors, including:

Financial & Professional Services

In the heart of Florida's business landscape, Tampa Bay boasts a strong presence in the financial and professional services sector. With numerous leading corporations in banking, finance, and insurance calling this region home, we proudly stake claim to being the "Wall Street of the South."

Information Technology

Tampa is emerging as one of the fastest-growing tech hubs in the United States. It's a fertile ground for IT talent, encompassing a thriving entrepreneurial scene and specializing in areas such as cybersecurity and data science.

Life Sciences & Healthcare

Tampa's life sciences industry is on the rise, with over 3,000 life sciences and healthcare companies employing more than 92,000 people in Hillsborough County. Global corporations and local institutions are contributing to Tampa's growing reputation as a hub for research and development.

Defense & Security

With one of the largest veteran workforces and MacDill Air Force Base, Tampa is an ideal location for leading defense and security companies, with specialized intelligence firms and mission partners.

Manufacturing Businesses in Tampa Bay Area

Tampa's manufacturing sector is pioneering modern manufacturing technology, from turbine engines to luxury yachts, and medical devices to consumer products. It boasts the second-largest manufacturing employment in the state.

Distribution & Logistics

As Florida's second-largest seaport, Tampa is poised to benefit from the goods continue to flow through the state's ports and airports, distribution and logistics have become vital industries. Tampa is well-positioned for growth in this sector.

Corporate HQ

The Tampa region is home to numerous corporate headquarters, including Fortune 1000 companies and foreign-owned firms. Hillsborough County is a leading location for corporate site selection in North America.

How FocusCFO Can Help Your Business Thrive in Tampa Bay

FocusCFO offers fractional CFO services to small and medium-sized businesses in Tampa Bay. Our experienced fractional CFOs work with you to ensure your finances are in order, develop a clear strategy, and guide your organization toward success.

Here's how we do it:

  • Assess: We understand the unique challenges and opportunities your business faces in Tampa Bay.
  • Strategy: We craft a customized strategy to help you achieve your goals and develop a plan for execution.
  • Execute: We become an extension of your team, working alongside you to navigate the path to success through our proven process and proprietary tools.
  • Monitor & Support: We continuously monitor progress toward your goals and provide support as needed, ensuring your long-term sustainability.
Contact us today to learn more about how FocusCFO can help your business thrive in the dynamic and rapidly evolving business landscape of Tampa Bay, Florida.

Insights

Insights
2024 Sherpa Awards
Insights
2024 Core Value Awards Recipients
Insights
The Great Fractionalization Might Be Coming to Your C-Suite
Insights
Why Budgeting Matters More Than Ever in 2025
Insights
Nail Your 2025 Forecast: 5 Ways to Align Sales and Budgeting
Insights
The Hidden Benefits of Exit Planning Early
Insights
Budgeting for Success in 2025: A Comprehensive Guide
Exit Planning
8 Value Drivers to Prepare Your Business for a Successful Exit
Insights
Remembering Richard LaValla
Insights
Mastering Cash Flow in 2025: Why Your Budget Needs a 13-Week Rolling Forecast
Insights
The Art of Communication and Storytelling in Financial Leadership
5 Questions a CFO Can Answer for Your Business – Financial Strategy & Planning Edition
Insights
What’s Your Number? A Guide to Building Transferable Business Value
From Unsolicited Offer to Successful Sale: The Power of an Exit-Ready Advisory Team
Success
How FocusCFO Helped One Consulting Firm Go from Crisis to Acquisition
Exit Planning
Why Your Exit Planning Process Needs a Fractional CFO
The Opportunity Cost of Not Hiring a CFO
Insights
How Leading KPIs Can Help Keep Your Business On Track
Can AI Replace a CFO?
Sources of Funding for Nonprofits in 2024
Podcasts
Northern Kentucky Chamber of Commerce Spotlight: Dan Keck talks about Fractional CFOs
Insights
The Power of Better Data: How the Right Forecasts Fuel Better Business Decisions
Guides
Navigating the Shrinking Young Labor Pool
podcast
@Work Podcast:
Success
How a Fractional CFO Helped PrecisionPoint Achieve a Successful Exit
Maximizing Cash Flow: A Small Business Success Story
Podcasts
The Future is Fractional: The Growth of Fractional CFOs in SMBs
Insights
What Does a NonProfit CFO Do?
Podcasts
From Numbers-Driven to People-Focused: Area President Mike Derringer Shares His Career Journey on the Inspired Stories Podcast
Success
Watershed Distillery: Toast to a Successful Exit with FocusCFO
Insights
FocusCFO Heads to the 2024 EPI Summit!
Success
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
News & Associates
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
Brookes & Henderson Building Co. Testimonial
Insights
Highlights from the 2023 FocusCFO All-Hands Meeting
Success
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
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.