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We Work On Site

We Work On Site

We’re part of your management team, assuming all the responsibilities of a full-time CFO.

More than CFOs

More than CFOs

We’re former business owners and managers who understand and can help you tackle your toughest challenges.

A Clear Exit Strategy

A Clear Exit Strategy

Our job is finished when you're on a firm financial footing, ready to hire a full-time CFO.

Locally Connected

Locally Connected

Deeply rooted and connected in the region, we put our local network to work for you.

Guaranteed Results

Guaranteed Results

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 Western North Carolina, the Tri-Cities or the Upstate, 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 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.


Tyler Howard

Boys Arnold Wealth Management

Wealth Advisor


Kemper W. Brown, Jr.

The Electronic Office



Mark McLaughlin

McLaughlin Strategy



Charley White

Charley White 3, LLC

Business Consulting


Jim Rasmussen

Morrow Insurance Agency, Inc.

Insurance: Healthcare

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