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.
As a banker, you want to see your small business customers succeed, yet they may lack the financial expertise needed to be successful. We work as a team to help businesses become more viable, ensuring that they have complete and timely financials, paving the way for future growth.
If your client is facing one of the following scenarios, it’s time to introduce them to FocusCFO®:
Struggling with growth
Thinking about transition or succession
We work as a team to help businesses become more viable. We ensure that they have complete and timely financials, which will pave the way for future opportunities, such as loans. This better positions you as a trusted advisor to your clients. We partner with you to benefit your clients, working to:
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