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Fractional CFO Services & Structure
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. 

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strategies

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

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Internal Accounting

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Monthly Closing & Reporting

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Internal Processes & Policies

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CPA & Banker Coordination

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Meet your team of Sherpas

The Value Pyramid Process

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

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Embedded

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C-Level Experience

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Team Approach

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Schedule a Consult

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Playbook

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Playbook

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Playbook

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Playbook

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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.
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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.
Learn More
Manufacturers
Our outsourced CFO services for manufacturers will help you understand your capital structure and financing options so you can achieve your goals.
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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.
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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. 

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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.

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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. 

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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.

FREE GUIDE

Are You Ready for a
Fractional CFO?

Are you looking for a strategic partner to help take your business to the next level and wondering if a fractional CFO might be the right fit? Download our complimentary e-book today.

Download Now
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GET IN TOUCH

Financial freedom starts with a simple conversation.

Schedule a consult
call-icon
01DISCOVERY CALL
A conversation with us about your challenges and vision to see if we are a fit for you
assessment-icon
02COMPLIMENTARY ASSESSMENT
A complimentary half-day assessment. A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
getting-icon
03GETTING TO WORK
Your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
heights-icon
04REACH NEW HEIGHTS
With a trusted guide at your side, climbing to greater health, growth, and value.

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Ask Us Anything

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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.
Schedule a Consult

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Peter Geise, FocusCFO Area President, Akron, OH

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Schedule a Consult
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

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Continuous Learner

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Coachable

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Excellent Communicator

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Sherpa

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START YOUR CLIMB

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