News & Insights

The Power of Partnerships

September 26, 2019

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What they're saying...

"Jan and the services of Kaplan CFO Solutions are an excellent addition to Carolina Management Team.  Over the past months, Jan has fined tuned our financial processes and controls while creating a 5 year pro forma that has helped guide our strategic plan.  She is a great leader who has helped position our company for continued growth”

David Van Zee

Carolina Management Team

High Point, NC

This Month’s Featured Referral Partners

Click on a Referral Partner to find out more about that individual.

Insurance: Healthcare

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Morrow Insurance Agency, Inc.

Jim Rasmussen

Banking: Lending

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Self-Help Credit Union

Jane B. Hatley

Retirement Plans

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Colton Groome & Company

Matt Groome

Attorney

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Ward and Smith, P.A.

Derek J. Allen

Human Resources

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Craft HR Solutions, LLC

Drew Pollick

Getting You There

Your company may be based in WNC, but you’re up against the world. You have the vision, but what about the financial expertise and leadership to take you there?

 

Kaplan CFO Solutions is a team of veteran CFOs who provide interim financial and business leadership for WNC’s growing companies and those in transition.

 

With a unique business model, diverse professional network and extensive business management experience, we help companies like yours overcome the challenges standing between you and your vision. 

Three Kaplan CFO Clients Named to the Inc. 5000 List

This year’s edition of Inc. Magazine’s list of 5000 is out. A total of six Asheville companies have landed on the lauded list, of which three—FLS Energy, Aeroflow Inc. and The Cheat Sheet—are clients of Kaplan CFO Solutions.  

 

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