Our Clients

& Why

Our clients include for-profit companiesfrom a few million to hundreds of millions in sales—as well as non-profit organizations. They represent a wide range of industries, from agriculture to zymurgy (the science of fermentation), and nearly everything in between.   

With our on-site services, we serve businesses across Western North Carolina, Eastern Tennessee and the Upstate of South Carolina. Our remote engagements enable us to work with clients throughout the U.S. and beyond. 

Regardless of who they are, what they do or where they’re located, all our clients have one very important thing in common: they are all in a state of transition. Whether they are trying to manage growth, right the ship or plan their exit strategy, they look to Kaplan CFO to put them on a firm financial footing. 

Past and Present

Who we've worked with

Aeroflow Healthcare

Innovative home healthcare solutions


Sustainable Outdoor wear, manufacturing and retail

Asheville Pizza & Brewing

Brewery, Restaurant and Venue Group

Blue Ridge Log Cabins

A modular cabin manufacturer in Upstate South Carolina

Carolina Energy Systems

Retail Sales and Service for Standby Generators in WNC

cherokee boys club

A non-profit serving the Eastern Band of Cherokee Indians

cherokee boys club

Ed Holmes & Associates

Land Surveyors in Western NC

French Broad Pediatrics

Pediatric Medical Services in Western NC

GRC Construction

Construction & Architectural Design in Kingsport, TN

HiWire Brewing

An Asheville-based brewery with taprooms in NC, TN, KY, and AL

John C Campbell Folk School

Non-Profit, Adult Education in crafts, arts, music, and dance

LD & B Insurance

An in-depth personal and corporate insurance agency, headquartered in Harrisonburg, Virginia

Project 13

A global creative marketing and branding agency

Rebalance 360

Personalized Wealth Management headquartered in Washington D.C.

Robertson Marketing Group

Brand Development and Management Agency in Salem, Virginia

Robertson Marketing Group

Sanesco International

A Biomedical company providing practitioners with testing, equipment, and healthcare products

Strawberry Hill USA

The largest strawberry farm in South Carolina

United Services Group

The Parent Company of United Energy Services and United Technical Services in Charlotte, NC

United Services Group

Universal Companies

Spa and Salon products, supplies and equipment, headquartered in Abingdon, Virginia

Van Winkle Law Firm

A Business, Trust and Elder Law Attorney Group in Western North Carolina

What People Say About Us

Client Testimonials

I had the pleasure of working with Ken Kaplan of Kaplan CFO Solutions in structuring and implementing the sale of an established company under difficult circumstances. Ken was instrumental in negotiating the terms of the sale and successfully completing the transaction.

Larry Harris, Partner at Van Winkle Law Firm

The addition of Jill to our team has been extremely beneficial. Not only is she putting some order in our Financials, she has assumed a HR role, has been an integral part of our leadership team.

Hugues Posschelle, GM of GA Expertise

At Moog, it was important to focus on growth and quality, and we could do that because we weren't worried about managing the financials—Kaplan had that covered. They were the exact partner we needed at a time we needed them most.

Joseph Richardson, CEO of Moog Music

I always thought of CFOs and Accountants as the ‘old curmudgeons’ in the corner. But Mike has instituted comradery and fun in the workplace. He’s nurtured and mentored the team he built, which means we’re able to retain our young talent!

Karent Short, CEO of Universal Companies

Sue did a great job running point on key initiatives. She was more like a CFO and COO. Better yet, she understood change could make our team nervous; so she implemented changes in a calm, soothing way – explaining the numbers – which earned her substantial credibility within the firm.

Scott Puritz, Managing Director of Rebalance 360

I appreciate Ken's guidance and insight both from a financial and operational perspective. He helps us plan for the future while pushing our organization to think bigger and broader.

Kemper Brown, CEO of Electronic Office