We Work On Site
We’re part of your management team, assuming all the responsibilities of a full-time CFO.
More than CFOs
We’re former business owners and managers who understand and can help you tackle your toughest challenges.
A Clear Exit Strategy
Our job is finished when you're on a firm financial footing, ready to hire a full-time CFO.
Deeply rooted and connected in the region, we put our local network to work for you.
We produce from day one, delivering measurable results beginning the first week.
News & Insights
Events & Info
Succession Planning Webinar Online
Couldn't make it to the April 7th webinar on Succession Planning. No worries. You can still register and stream it. Learn how to ensure your business outlives you! Presented by Kaplan CFO, Wilson Worley Attorneys and KOSBE.
Happily Ever After...
What does the end of a successful client relationship look like? Read what Carolina ColorTones, Airo Mechanical, STG Solar and Universal Co. had to say on our "What They're Saying" page.
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
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.
This Month’s Featured Referral Partners
Click on a Referral Partner to find out more about that individual.