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articles by Kaplan CFO Solutions and Referral Partners

The Learning Center

Women Business Owners Convey Optimism and Confidence

Explore the findings of a recent survey revealing the prevailing optimism and confidence among women business owners compared to their male counterparts. The article delves into the factors contributing to this sentiment, such as professional networks, access to credit, and agility in navigating the economy.

Welcome, Gregg Dixon, new Kaplan CFO!

Gregg’s analytical abilities, strategic acumen and collaborative approach are a critical enhancement to the Kaplan CFO Team. Keep reading to learn why.

Chris Grissom against the backdrop of downtown Asheville, NC

Welcome Chris Grissom: New Kaplan CFO

With a distinguished career spanning over two decades, Chris Grissom brings a wealth of expertise and a proven track record of strategic financial leadership to the Kaplan organization.

Meet Jenifer Bolton Article

Welcoming Jenifer Bolton as Our New CFO 

Jenifer brings with her a proven history of success in the financial world. With extensive experience in financial management, strategic planning, and risk management, Jen is positioned as an ideal Kaplan CFO.  

2023 Economic Outlook: Losing Altitude

May 17, 2023 | Written by: Sarah House, Senior Economist and Managing Director of Wells Fargo Corporate and Investment Bank Likely Recession in 2023, Hopeful

Kaplan CFO Solutions Appoints David Schock to Strengthen Team

Meet David Schock, a highly accomplished and strategic executive leader with over 30+ years of financial and operational experience. Specializing in multinational manufacturing (automotive), with a collaborative management approach and performance-driven mindset.

Leah Singleton, New Kaplan CFO

Leah Singleton has more than 30 years’ of accounting experience, with more than 20 focused in a supervisory role. Most recently, she was the CFO of Mercy Urgent Care in Asheville, North Carolina.

John Anderson, New Kaplan CFO

John Anderson’s entreprenurial mindset, experience in reorganizing processes, restructuring management functions, and technological astutueness make him a well-rounded and invaluable addition to the Kaplan CFO Team.

COVID EIDL Loans Deferred

How fast should you pay off your EIDL loan? It really depends on the use of the funds. At Kaplan CFO, we are big believers in using short-term debt to finance short-term assets, and long-term debt to finance long-term assets. Read on for the details.

Sue Kersbergen Joins Kaplan CFO Solutions

Sue Kersbergen’s experience in banking, finance and wealth management provides an excellent fit for clients of Kaplan CFO Solutions. Keep reading to learn more…

The Power of Partnerships

n In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view of how any

How Modern LMS Boosts Employee Engagement

n As the country’s business focus shifts to understanding the value of company culture and employee satisfaction, employee engagement has become a hot topic for

Mark Majewski Joins Kaplan CFO Solutions

Kaplan CFO Solutions, the region’s largest provider of interim CFO services, has announced that Mark Majewski has joined the firm. Mark comes to Kaplan CFO

Understanding COBRA Requirements

n The following content is provided courtesy of Kaplan CFO’s Referral Partners, a network of trusted service providers working with our CFOs on behalf of