Mission & Values

Our values are
Mission Statement


Provide the on-site financial management, professional connections and peer support our clients need to create long-term growth.

Core Beliefs


Individually and as a company, the partners at Kaplan CFO Solutions believe:

  • In the mission and purpose of our clients

  • In being physically and emotionally invested in our clients’ business

  • Trust is earned through hard work, loyalty and demonstrated results

  • In the power of collaborative leadership

  • In charging a fair price for our work – no more, no less

  • There is no substitute for open and honest communication