FocusCFO
FocusCFO is a US-based professional services firm providing embedded, part-time fractional CFO services to small and mid-sized businesses ($2M-$30M+ revenue) across Ohio, Michigan, Pennsylvania, and the Carolinas, using a proprietary Value Pyramid methodology and DNA Model™ to deliver strategic financial leadership on multi-year engagements.
- Company typePrivate
- Founded2003
- HeadquartersBlacklick, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What FocusCFO does
FocusCFO is a US-based professional services firm founded in 2003 by Brad Martyn, headquartered in the Cincinnati, Ohio area with regional offices across Ohio, Michigan, Pennsylvania, and the Carolinas. The company provides embedded, part-time fractional CFO services to small and medium-sized businesses typically generating $2 million to $30+ million in annual revenue, delivering senior financial executive expertise at a fraction of the cost of a full-time hire. Its service delivery model pairs each client with a matched Fractional CFO supported by an Area President, organized around a proprietary four-tier Value Pyramid methodology (Foundation → Health → Growth → Value) that progresses clients from basic financial systems through exit and succession planning.
The company's core intellectual property includes the DNA Model™, an evolving operating model that captures a comprehensive view of each client's unique business and enables scenario planning and data-driven decision-making. FocusCFO generates revenue primarily through recurring multi-year fractional CFO engagements on a quote-based, customized pricing model, supplemented by a freemium funnel that includes a complimentary half-day assessment, a self-assessment quiz, and gated content. Go-to-market is sales-led, combining direct engagement by Area Presidents with structured referral networks from CPAs, attorneys, bankers, and business advisors, supported by content marketing (blog, podcasts, webinars, newsletters). The company has served over 2,000 business owners across 20+ years and maintains a team of 78-250 associates, with no external venture or growth-equity backing disclosed beyond a single 2021 funding event.
FocusCFO firmographics
Firmographics- Name
- FocusCFO
- Legal name
- FocusCFO
- Website
- https://focuscfo.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- FocusCFO is a US-based professional services firm providing embedded, part-time fractional CFO services to small and mid-sized businesses ($2M-$30M+ revenue) across Ohio, Michigan, Pennsylvania, and the Carolinas, using a proprietary Value Pyramid methodology and DNA Model™ to deliver strategic financial leadership on multi-year engagements.
- Ownership category
- akta.pro rank
FocusCFO industry classification
Industry- Product category
- Financial Advisory & Fractional CFO Services
- NAICS
- Management Consulting Services (54161), Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742), Services-Management Services (8741)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Strategy & Corporate Development Consulting (BPAHACAA), Corporate Strategy Advisory (BPAHADAA), Management Accounting & FP&A (EDABAJAC)
Keywords
Where FocusCFO is headquartered
LocationHeadquarters
- HQ city
- Blacklick
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
FocusCFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Fractional CFO Services: FocusCFO provides part-time, embedded CFO services to SMBs. Clients pay for professional CFO expertise on a fractional basis, avoiding the cost of a full-time CFO. The model offers scalable support that can be adjusted up or down as business needs change. Revenue is generated through service fees for the ongoing engagement of a fractional CFO.
- Complimentary Assessment Services: A free half-day assessment is offered as a lead generation step before converting prospects into paying clients. The assessment is used to explore fit and chart a path forward.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fractional CFO engagements are customized per client; no standard tiers are publicly listed. |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
FocusCFO product offering
Product offeringCore offering
FocusCFO provides part-time, embedded fractional CFO services to small and medium-sized businesses, delivering strategic financial leadership including financial dashboards, forecasting, cash flow management, scenario planning, and exit/succession planning. Services are organized around a proprietary four-tier Value Pyramid framework (Foundation → Health → Growth → Value) and a proprietary DNA Model™ analysis that evolves with each client engagement.
Product overview
FocusCFO is a professional services firm offering fractional CFO (Chief Financial Officer) services to small and medium-sized businesses. Its primary offering is Fractional CFO Services, an embedded, part-time engagement model delivering C-level financial expertise at a fraction of the cost of a full-time executive. The service is organized around FocusCFO's proprietary Value Pyramid Process (internally called "The Climb"), a four-tier methodology progressing from Foundation (accounting systems, cash flow, policies) through Health (budgeting, forecasting, operations), Growth (strategic planning, risk, revenue), and Value (exit/succession planning, readiness, price/multiple). Within Growth sits a distinct service module called Strategic Financial Operations, which includes KPI/scorecard development, cost accounting review, margin analysis, and the proprietary DNA Model™ analysis—an evolving operating model tailored to each client. Additional products include a free "Are You Ready for a Fractional CFO?" e-book (a lead magnet explaining CFO roles and the fractional model), a 2-minute self-assessment quiz, and a complimentary half-day assessment used as an entry-point engagement. FocusCFO does not offer a software platform; its offering is purely professional services.
Differentiator
Problem solved
Functional benefit
Products and services
- Fractional CFO Services Part-time, embedded CFO services providing small and medium-sized businesses with strategic financial leadership, planning, and oversight at a fraction of the cost of a full-time executive. Services cover financial dashboards, forecasting, cash flow visibility, profitability analysis, scenario planning, capital planning, and exit readiness.
- Strategic Financial Operations A service module within the fractional CFO offering focused on developing and implementing financial strategies aligned with business strategy, including KPI/scorecard creation, cost accounting review, product/service pricing analysis, and margin analysis by product line, location, or segment. Delivered via the proprietary DNA Model™ analysis.
- Complimentary Half-Day Assessment A free initial engagement in which a FocusCFO team (Area President and matched CFO) evaluates the prospective client's financial situation, explores fit, and charts a path forward before formal engagement.
Quantifiable outcome
- Client revenue quadrupled over 10+ years of FocusCFO engagement (Zink Foodservice Group)
- +3 more outcomes
Companies that use FocusCFO
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
FocusCFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
FocusCFO partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Exit Planning InstitutecoreFocusCFO began a strategic partnership with the Exit Planning Institute (EPI) to advance exit planning education and services for SMB clients. FocusCFO team members complete CEPA (Certified Exit Planning Advisor) certification through EPI. The partnership enhances FocusCFO's exit planning capabilities and positions the firm within the EPI ecosystem of advisors.
- ITR EconomicsminorFocusCFO announced a partnership with ITR Economics, a provider of economic trend data and forecasting. ITR Economics contributes content to the FocusCFO blog on topics such as recession readiness and economic analysis, providing clients with data-driven economic foresight.
- Knowmad Digital MarketingminorKnowmad Digital Marketing designed and developed the FocusCFO website, providing ongoing digital marketing support services.
- Rea & AssociatesminorRea & Associates, a CPA firm, co-produces the 'Unsuitable on Rea Radio' podcast on which FocusCFO team members (Jeff Lacy, Brad Martyn) appear as guests. This cross-promotional relationship extends ReachCFO's thought leadership to Rea's client base.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
FocusCFO competitors and assessment
Company assessmentDirect peers
- B2B CFO: The largest and longest-standing fractional CFO firm in the US, serving privately held SMBs with part-time CFO services. Closest direct competitor to FocusCFO in target customer, service model, and geographic coverage.
- The CFO Centre: International fractional CFO firm with US operations serving SMBs across multiple industries. Directly comparable embedded, part-time CFO delivery model for the same underserved mid-market segment.
- GrowthForce: Tech-enabled fractional CFO, controller, and bookkeeping services for SMBs. Closely comparable offering combining human CFO expertise with proprietary technology, competing in the same target market.
- Cultivate Advisors: Fractional CFO and financial advisory firm serving SMB and mid-market companies across the US. Comparable service model with similar focus on part-time, embedded CFO engagements.
- Acuity CFO Partners: Fractional CFO firm providing part-time financial leadership to mid-market and growth-stage companies. Direct competitor with similar embedded engagement model and SMB-to-mid-market target.
Emerging players
- Pilot.com: Bookkeeping, tax, and CFO services primarily for venture-backed startups; well-funded and increasingly moving down-market into the SMB segment that FocusCFO targets. Represents an emerging tech-enabled competitor with significant capital.
- Kruze Consulting: Fractional CFO, accounting, and tax services for venture-backed startups. Comparable in delivering outsourced CFO expertise but focused on a different (startup) customer segment.
- Paro: AI-enabled marketplace connecting businesses with fractional finance and accounting experts. Adjacent competitor that uses technology to lower the friction of sourcing fractional CFO talent, indirectly competing for FocusCFO's clients and contractors.
Broad incumbents
- Tatum (Randstad): Interim and fractional executive placement firm owned by Randstad, placing CFOs and other finance executives into project and fractional engagements. Comparable service from a much larger, well-capitalized incumbent platform.
- Robert Half: Global staffing and consulting firm with a finance/accounting division placing interim CFOs, controllers, and senior finance talent. A broader incumbent that overlaps with FocusCFO via interim CFO staffing and consulting services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
FocusCFO social profiles
Digital presenceFocusCFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
FocusCFO leadership team
Management profileNumber of profiles
Profiles8 records
FocusCFO funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FocusCFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FocusCFO
What does FocusCFO do?
FocusCFO provides part-time, embedded fractional CFO services to small and medium-sized businesses, delivering strategic financial leadership including financial dashboards, forecasting, cash flow management, scenario planning, and exit/succession planning. Services are organized around a proprietary four-tier Value Pyramid framework (Foundation → Health → Growth → Value) and a proprietary DNA Model™ analysis that evolves with each client engagement.
Is FocusCFO a public or private company?
FocusCFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FocusCFO founded?
FocusCFO was founded in 2003. It employs 101 to 250 people.
Where is FocusCFO based?
FocusCFO is headquartered in Blacklick, United States, in the North America region.
How does FocusCFO make money?
Two revenue lines are on record. Fractional CFO Services are the primary driver. The others are complimentary Assessment Services.
Who are FocusCFO's main competitors?
Direct peers on record are B2B CFO, The CFO Centre, GrowthForce, Cultivate Advisors and Acuity CFO Partners. Emerging players are Pilot.com, Kruze Consulting and Paro. Broad incumbents are Tatum (Randstad) and Robert Half.
Does FocusCFO have an API?
No public API is recorded for FocusCFO.
What industry is FocusCFO in?
FocusCFO's product category is Financial Advisory & Fractional CFO Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHACAA, Strategy & Corporate Development Consulting. Its NAICS code is 54161 and its SIC code is 8742.