Our Clients
Who
Where
& Why
Our clients include for-profit companies—from 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
2020 Builders
Affordable, residential construction in Western NC
Aeroflow Healthcare
Innovative home healthcare solutions
Astral
Sustainable Outdoor wear, manufacturing and retail
Asheville Pizza & Brewing
Brewery, Restaurant and Venue Group
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
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
Mountain Area Health Education Center
Clinical Healthcare Serving 16 North Carolina Counties
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
“Through our partnership and, specifically, Mike Holt's expertise and support, Universal has been able to accomplish so very much... Mike has become a highly respected and beloved member of our team.”
Karen ShortUNIVERSAL COMPANIES, INC. 
“Kaplan CFO is an invaluable resource. As a growing agency with a limited budget for financial oversight, our agency didn't know how we would tackle everything.”
Joseph HackettGREEN OPPORTUNITIES 
“Kaplan CFO Solutions has made a world of difference for our company. Alan's expertise and guidance is everything when dealing with banks and financial professionals.”
Leigh OderASHEVILLE PIZZA & BREWING 
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