Strategic Partners
WHO WE SERVE
Strategic Partners
Whether you are an attorney, banker, CPA, or other financial professional, we collaborate with you to address client needs and boost financial efficiency. We help maximize internal cash flow from operations, which functions as the primary means to finance day-to-day activities. When businesses can operate in this manner, they become healthier and can better leverage partnerships with trusted advisors.

Attorneys
There is no one better positioned inside a company than a CFO to develop the structure needed to help a small business owner think strategically and act accordingly. We work as part of your client’s internal management team to increase value.

Bankers
We work closely with you to help your small business customers overcome their lack of the financial expertise needed to be successful. We provide business owners with the CFO-level support that will help them achieve maximum internal cash flow and profitability.

Business Advisors
There is much more to finance than historical data, it’s about providing insights. We work closely with business coaches and provide the clarity that leads to solid, strategically-sound decisions.

Business Service Providers
We partner with business strategic partners, such as payroll, insurance, HR consultants, and IT groups to provide business owners with the support they need. We employ a targeted approach that helps business owners run their businesses with maximum efficiency.

CPAs
We pair with CPAs to guide the process of assessing a client’s financial health while creating a strategic road map for growth. Collaborating with the people who can offer insight and advice is an essential element.
THE DETAILS
Who We Serve

Businesses
Companies turn to FocusCFO when they need strong, internal CFO-level support, but are not large enough to have a full-time CFO on staff. We typically work at the client’s office and become a key part of their management team.

Industries
We offer planning and guidance to help clients reach goals and achieve long-term financial health. Our people have expertise in a wide range of industries and we utilize this to remove organizational barriers to maximize growth.
