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

Emerge Successful

A six-week, on-line course to help you realign, retool and rebuild your business to thrive in an age of uncertainty

Beyond PPP - Projecting Cash Flow  

Missed the webinar? Here's the recording. 

Your Most Valuable Asset  

Our recent column in Capital at Play.  

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.

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David Goldstein

Alliance Funding Group

Banking: Lending

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John Kimberly

Carolina Alliance Bank

Banking: Commercial

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Annice Brown

Annice Brown, Inc.

Business Consulting

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Adrian Vassallo

DHG Wealth Advisors LLC

Wealth Advisor

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Aaron Slate

BB&T

Banking: Lending

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