Strategic Partners



Helping to Ensure Your Clients’ Financial Health

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.

What Do We Do?

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.

Collaborating for Client Success

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.

Helping You Maintain Long Term Clients

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

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:

Competing for existing work
Executing existing work
Losing staff to the other firms
Producing quality work that their clients should expect


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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