Strategic Partners



Your Path for Client Growth

As an attorney, you want to see your small business customers succeed. 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 a member of the client’s internal management team, improving cash flow, reducing business risk and scalable growth.

Do Your Clients Need a CFO?

FocusCFO® partners with strategic advisors, such as CPAs, bankers, attorneys, and payroll administrators, to help businesses that may be experiencing:


  • Chronic cash flow issues
  • Difficulty getting loans approved
  • Lack of timely financials
  • Struggling with growth
  • Transition or succession

Our Services

  • Business Planning
  • Business Foundation
  • Maximizing Cash Flow
  • Assessing operational efficiency
  • Improving internal accounting
  • Revenue and sales pipeline

Who We Serve


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.

Strategic Partners

We work to help you address your client’s unique financial needs from a CFO perspective, so that they may experience enhanced operations, improved cash flow, and increased revenue.

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