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.

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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.

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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.

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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.

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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.

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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.

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