Romi Group LLC
FocusCFO provides expert fractional CFO services to help entrepreneurs like you overcome these obstacles and achieve sustainable, transferable business value.
Our fractional CFOs provide the expertise of a full-time CFO at a fraction of the cost, with the flexibility to scale your support as needed. You will gain a clear understanding of your financial performance, streamline your operations, and develop a strategic roadmap for success.
- Part of Your Team: Our experienced CFOs become an embedded part of your leadership team, providing strategic financial guidance to drive growth and profitability
- C-Level Expertise: Benefit from the insights of seasoned financial executives who have decades of experience working in industry, not just for it, as financial executives and entrepreneurs.
- Team Approach: Leverage the collective wisdom of our collaborative team of CFOs - decades of expertise and best practices derived from a culture of collaboration and teamwork.
What is a Fractional CFO?
Benefits of a Fractional CFO
- Cost-Effective: Get the expertise of a top-tier CFO without the full-time salary and benefits.
- Flexible: Scale your CFO support up or down as your business needs change.
- Strategic Focus: Get help developing a financial roadmap to drive growth and profitability.
- Objective: Benefit from an outside perspective and unbiased financial advice.
How a Fractional CFO Can Help
- Succession/Exit Planning
- Risk Assessment
- Revenue Enhancement
- Cash Flow Management
- Financial Forecasting
- FP&A (Financial Planning & Analysis)
- Banking & Capital Structure
Who Needs a Fractional CFO?
Ideal for Small to Medium-Sized Businesses
Typically, Clients are Between $2 -$ 30+ Million Per Year in Revenue
Across a Wide Range of Industries
Helping Entrepreneurs on Their Climb to Sustainable, Transferable Business Value
Sherpas Guiding You as you Climb The Mountain
An entrepreneur’s journey can be very rewarding - but it can also be challenging and, at times, lonely. Very few people understand how challenging it is to successfully start, run, and grow a business. But you don’t need to climb alone.
Our Sherpa Teams have been there - former entrepreneurs and financial leaders ourselves – and are ready to support you with compassionate, personalized support and guidance on your climb.
Our Core Values
We are passionate about helping entrepreneurs achieve their business and financial goals.
Values are the foundation of an organization and its culture. At FocusCFO, these five values are core to everything we do. Each member of the FocusCFO team strives to do their best to live up to each of these five values and to personally identify areas for growth and self-improvement.
Who We Help
Our seasoned financial professionals help small and medium-sized businesses chart a path to success and achieve maximum impact. We offer planning and guidance to help clients reach goals and achieve long-term financial health.
Our associates have expertise in a wide range of industries and we utilize this to remove organizational barriers to maximize growth:
- Small Businesses
- Construction
- Manufacturers
- Medical/Healthcare
- Restaurants
- Real Estate
- Nonprofits
- Service Companies
- Retailers
- Management Support
- Wholesale
- Accommodations
- Product Logistics
- Education Services
- Arts and Leisure
- Finance & Insurance
Our Why: A Note from Our Founder
Small & mid-sized businesses are the heart of America's economy, creating 2 out of every 3 jobs. They are the economic growth engine of our communities. As such, we have a tremendous amount of respect and admiration for the entrepreneurs who start and run these businesses. They are “all in” and we love their stories, and their passion.
The challenge... We have seen, first hand, what it costs businesses not to have a good CFO.
We have met too many business owners who put everything they have into trying to grow their business — mentally, physically, and financially — and then got stuck. It is heartbreaking to think about these entrepreneurs, who have nearly all their personal net worth tied up in their business, and ultimately are never able to achieve their retirement or legacy goals because they didn’t have anyone doing financial planning and strategy for their business. We see it all the time, but it doesn’t have to be that way.
Just as we use financial planners in our personal lives to help us with our financial plans, business owners need a CFO, who develops the financial plan for their business. Every business, regardless of its size, needs an internal financial plan/roadmap and someone internally who understands the ins and outs of the business to quarterback that plan. That person is your CFO — either a full-time employee or a fractional CFO. But they must be a true CFO — not your controller or your outside tax accountant. A CFO can provide forward-looking financial strategy and help entrepreneurs understand the difference between net income (what the accountants focus on) and cash flow (what CFOs focus on, as do investors and buyers).
Without this guidance, businesses either run out of money or fail to grow their value. A CFO guides businesses on the climb to sustainable, transferable value. Businesses with real value provide owners with real options.
This is Our Why!
Brad Martyn, Founder | FocusCFO
