Running a company without a strategic financial partner is like driving with fogged-up windows.
Our team of Fractional CFOs go beyond the numbers to bring clarity—and help you avoid these major growth killers:
Every Kaplan CFO has:
We bring decades to the table. Every Kaplan CFO has a minimum of 20 years in financial leadership—guiding businesses through growth, restructuring, and complexity. This isn’t classroom theory. It’s seasoned judgment you can count on when the stakes are high.
We have a track record of driving growth. From scaling startups to navigating complex restructures, our CFOs bring the strategy and experience to move your business forward—faster and with confidence.
We’ve led from the inside. Every Kaplan CFO has served at least five years as a seated CFO—many have also held COO or CEO roles. We don’t send CPAs or controllers playing strategist. We send real operators who’ve made the tough calls before.
We’re part of the team, not outside consultants. Kaplan CFOs integrate as W-2 employees within your leadership structure, delivering full-time impact without the full-time overhead.
Kaplan CFOs don’t just strategize.
They execute, align, and propel companies forward—with results you can measure.
We start by understanding your business from the inside out—diving deep into financials, operations, and strategic goals to uncover what’s working and what’s holding you back.
There’s no plug-and-play here. We craft a tailored financial strategy based on your unique needs, stage of growth, and opportunities ahead.
Your Kaplan CFO becomes part of your leadership team—embedding into the business and executing the plan with discipline and urgency.
We lead from within—working alongside CEOs, Boards, and Executive Directors to drive momentum, adapt strategy, and ensure progress sticks.
No Fluff. No Long-Term Contracts. Just Momentum.
It’s not market volatility or rising costs that paralyze business leaders—it’s uncertainty. When you don’t have financial clarity, it’s easier to delay decisions, hope for the best, or do nothing at all. But ignoring the storm doesn’t calm it. Burying your head only puts your business at greater risk.
A Kaplan CFO helps you confront what’s uncertain with data, experience, and a plan. We were founded in 2008—built for turbulent times—and we’ve been walking into the storm ever since. When stakes are high, we don’t flinch. We lead.
We don’t do one-size-fits-all. We don’t do surface-level advice. We work best with companies that are serious about strategy, and tired of flying blind.
You might be our kind of client if—
The numbers don’t add up—or don’t show up at all
You’re losing sleep over cash flow or margins
Your CEO needs insight, not another spreadsheet
You’ve outgrown your finance setup—or never really had one
You’re facing a crossroads: acquisition, exit, restructure, or sheer survival
You’re tired of reacting and ready to lead with clarity
These are just a few of the companies who’ve worked with Kaplan CFOs on the path to growth and graduation:
Want to see what success looks like? Watch these client stories.
A fractional CFO provides senior-level financial leadership on a part-time or contract basis. Instead of focusing only on bookkeeping, tax preparation, or historical reporting, a fractional CFO helps business owners and leadership teams understand what the numbers mean, where the risks are, and what decisions need to be made next.
At Kaplan CFO Solutions, fractional CFOs often support financial strategy, cash flow planning, budgeting, forecasting, lender communication, profitability analysis, leadership reporting, and major business decisions.
A controller typically manages accounting operations, financial reporting, reconciliations, and internal accounting processes. A CFO uses that financial information to guide strategy, evaluate risk, improve profitability, and support executive decision-making.
In many companies, both roles are important. A controller helps ensure the financial data is accurate. A CFO helps leadership understand what to do with that information.
CPA firms often focus on tax planning, tax filing, audits, and compliance. Kaplan CFO Solutions focuses on operational and strategic financial leadership inside the business.
Kaplan CFOs work alongside owners, executives, controllers, bookkeepers, CPAs, lenders, and boards to help improve financial visibility, decision-making, cash flow management, and long-term planning.
A business may need a fractional CFO when its financial decisions have become too complex for bookkeeping or accounting support alone. Common signs include inconsistent cash flow, unclear profitability, rapid growth, lender pressure, board reporting needs, expansion decisions, acquisition planning, or uncertainty about whether the company’s financial reports are telling the full story.
A fractional CFO can also be helpful when a company is not ready for a full-time CFO but still needs experienced financial leadership.
The early stage of a fractional CFO engagement usually focuses on understanding the business, reviewing current financial reporting, identifying gaps, evaluating cash flow, learning the leadership team’s priorities, and determining what information is needed for better decision-making.
Depending on the company’s needs, this period may include reviewing financial statements, budgets, forecasts, accounting processes, reporting systems, debt obligations, pricing, margins, or internal controls.
It can be either. Some companies use fractional CFO support for a specific project, transition, or period of growth. Others work with a fractional CFO on an ongoing basis as part of their leadership team.
Kaplan CFO Solutions offers flexible support based on the company’s needs, complexity, and stage of growth.
Yes. Many companies reach out because they do not fully trust their financial reports or do not have the information they need to make confident decisions. A Kaplan CFO can help evaluate what is missing, identify process or system issues, and work with the existing team to improve the quality and usefulness of financial reporting.
No. Kaplan CFO Solutions does not replace a company’s CPA. Instead, Kaplan often works alongside the CPA or CPA firm to help ensure leadership has the financial insight needed throughout the year, not just during tax season or year-end reporting.
Kaplan CFO Solutions is typically a strong fit for established businesses, nonprofits, and organizations that need senior financial leadership but may not need or be ready for a full-time CFO. This often includes companies experiencing growth, transition, operational complexity, leadership changes, board reporting needs, or strategic financial decisions.
Yes. Cash flow is one of the most common reasons companies seek CFO support. A fractional CFO can help analyze cash flow patterns, improve forecasting, evaluate working capital needs, review debt obligations, identify timing issues, and help leadership make better decisions around spending, hiring, pricing, and growth.
Yes. CFO support can be especially valuable before a major transaction. A Kaplan CFO can help improve financial reporting, evaluate profitability, prepare leadership for due diligence, identify financial risks, and help the company present clearer financial information to buyers, investors, lenders, or advisors.
The amount of time depends on the company’s size, complexity, and needs. Some companies need CFO support a few days per month, while others need a more involved engagement. Kaplan CFO Solutions helps determine the right level of support based on the work required and the outcomes the company is trying to achieve.
A bookkeeper records transactions. A controller manages accounting processes and reporting. A CFO provides strategic financial leadership.
If the issue is transaction entry, bookkeeping may be enough. If the issue is accurate financial reporting and accounting oversight, a controller may be needed. If the issue is decision-making, cash flow strategy, profitability, growth planning, lender communication, or board-level reporting, CFO support may be the right next step.
Kaplan typically begins by learning about the company’s current situation, leadership concerns, financial systems, reporting needs, and goals. From there, the team can recommend the appropriate level of CFO support, whether that is an ongoing fractional engagement, project-based support, or board-level financial leadership.
available M-F from 8:00 am – 5:00 pm
Address: 825-C Merrimon Ave #189
Asheville, NC 28804
Email info@kaplancfo.com
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