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.
FocusCFO® is not in any way a CPA firm. Just like a full time CFO, we become an internal resource, pairing with CPAs to guide the process of assessing a client’s financial health and creating a strategic road map for growth. Collaborating with the people who can offer insight and advice is an essential element that leads to growth.
We work on operations, revenue, and cash flow, as well as reporting systems. Our processes help your clients clarify priorities and use their resources efficiently, especially when they are facing changes, such as succession or rapid growth.
We collaborate with people who are involved in a business’s day-to-day issues and work as part of their team. So rather than competing with a company’s other financial strategic partners, including outside CPAs, bankers, or internal accountants, we partner with them.
A growing client will bring you and your firm more revenue over time. Growth leads to more complex banking issues, capital structures, and succession and exit strategies, elevating the need for you to become their most trusted advisor.
Growing your firm is one of the best ways to help you find and retain quality staff. Lacking good staff leads to CPA firms having difficulty:
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