Take control of your business
We’re here to help you thrive
Helping You Reach Your Goals At FocusCFO®, our mission is to guide our clients in all aspects of operations and financial management. We focus on strategic decision-making and planning with an emphasis on maximizing internal cash flow from operations. We also work in tandem with a business’s trusted advisors to ensure that the client is on the right path for future financial success. More importantly, we empower our clients to reach their full potential by creating opportunities and flexibility not previously available.
Value Continue to Run, Succession, or Exit » Defined owner goals, options, and path forward » Healthy, growing company with real value » Strong internal management team and great systems » Team of advisors to help with your goals » Higher business valuation/multiple » Business owner is in contro
Growth Revenue and Strategy » Profitability by customer and product line » Healthy sales platform » Sales growth strategy and pipeline forecasting » Well documented vision, mission, values » Mid- to longer-term cash flow-based financial projections » Business goals, SWOT, and strategic plan
Health Cash Flow, Finance, and Operations » Ongoing operating forecasts and budgets » Understanding operating costs/profit margins » Meaningful weekly metric and Key Performance Indicators » Strong bank agreement and management of your banking relationship » Forward-looking cash flow projections with cash flow break even analysis
Foundation Internal Accounting and Administration » Cleaned up internal accounting system » Internal processes that work » Timely monthly closing and strong internal financial reports » Help with insurance policies, employee benefits » HR policies and contracts » Coordination with your banker and CPA
