What They're Saying

Universal Companies, Inc.

Karen Short

Chief Executive Officer
 

Universale Campanies, Inc.

Abingdon, VA

"It’s hard to believe it’s been over two and a half years since we originally met in Abingdon to discuss how Kaplan CFO Solutions might support Universal. I am so incredibly thankful for that day as it was the beginning of a productive and enjoyable journey of our two companies working together. Through our partnership and, specifically Mike Holt’s expertise and support, Universal has been able to accomplish so very much. From recruitment and onboarding of our new permanent CFO and VP of Finance to providing greater financial transparency and much-needed support for our accounting team and processes, Mike has come to be a highly respected and beloved member of our team. During his tenure with us, his accomplishments were many, including but not limited to:

  • Managing our banking relationships and increasing our line of credit

  • Achieving achieve financial transparency for our Asia operations

  • Managing the completion of our sales tax registrations in all remaining states

  • Leading our finance team to work more effectively together across the organization

 

While we are thrilled to have such a solid finance team in place now, Mike is already missed by all. I, in particular, miss his wit, no-nonsense style of communication, and his counsel. Mike and I quickly established a trust that helped me gain confidence in my role as CEO and for that, I am forever grateful."

United Way of Asheville and Buncombe County

Robert B McArthur

Assistant Head of School/CFO 

 

Asheville School, Inc.

Asheville, NC

“I am dropping a quick note to thank you for the article you wrote for the Capital at Play magazine this month. I found the article easy to read and a good reminder that it is all about relationships.  On a related note, I had the pleasure of working with Mark Majewski while he served as interim CFO at the UWABC (United Way of Asheville and Buncombe County). Mark provided excellent leadership during his time there and helped to get UWABC on the right track with system and process changes. His impact in such a short period of time was impressive. You have a very strong consultant on your team. As you said in your article, it is all about relationships and Mark quickly built strong relationships with the folks at UWABC.”

Green Opportunities

Joseph Hackett

Executive Director

Green Opportunities

Asheville, NC

"Kaplan CFO is an invaluable resource.  As a growing agency with limited budget for financial oversight, our agency didn't know how we would tackle everything.  Kaplan CFO showed up with creative strategies for assessing our needs and created a pathway to financial stability.  Within the first month, we saw a return on our investment and before the year was out, we realized incredible value with a caring touch" 

Green Opportunities

Joseph Hackett

Executive Director

Green Opportunities

Asheville, NC

"Kaplan CFO is an invaluable resource.  As a growing agency with limited budget for financial oversight, our agency didn't know how we would tackle everything.  Kaplan CFO showed up with creative strategies for assessing our needs and created a pathway to financial stability.  Within the first month, we saw a return on our investment and before the year was out, we realized incredible value with a caring touch" 

Asheville Pizza & Brewing

Leigh Oder

Co-Owner

 

Asheville Pizza & Brewing

Asheville, NC

"Kaplan CFO Solutions has made a world of difference for our company during this last year. Having Alan's expertise and guidance makes all the difference when dealing with banks and financial professionals. I would highly recommend the company's services"

CMT Coatings

David Van Zee

 

Carolina Management Team

High Point, NC

"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”

Vickery Family Medicine

Dr. David “Gus” Vickery, MD

 

Vickery Family Medicine

Asheville, NC

"Developing a relationship with Kaplan CFO was the best decision we made in the past year. Lisa Starnes promptly identified our fiscal weaknesses and helped us build a budget that works for our business. With the help and  expertise of Kaplan CFO, our business is now on a positive fiscal trajectory with a strong future clearly in sight”

Bank of Tennessee

Will Barrett

Market President

 

Bank of Tennessee

Johnson City, TN

"As a banker, it’s always easier for me to get a deal done when the client has a high level of financial expertise. In my experience, Kaplan CFOs are among the best and are a good fit for the Tri-Cities business community”

Parameter Generation and Control, Inc.

Clay Hile

President

 

Parameter Generation and Control, Inc.

 

Black Mountain, NC

"Since Vaughn has joined Parameter we have experienced tremendous growth and he has provided organizational leadership, financial advice, and personal guidance to me.


He originally came to us to help with some key financial issues but his role has steadily expanded where he provides guidance and takes a leadership role in all aspects of the company and has become our General Manager.

He has taken the lead in staff development and mentoring, team development and organizational restructuring that is vital to our continued growth.”
 

Selina Naturally

Selina Delangre

CEO

 

Selina Naturally

Arden, NC

"As the CEO of Selina Naturally® home of Celtic Sea Salt®, I am happy to testify that having Sarah Martin from Kaplan CFO Solutions, LLC work with my financial and administrative departments brought strategic financial communication between departments. Sarah helped get an increase in our line of credit and does a great job bringing a professional voice to strategic discussions. The support and discipline on our budget that Sarah brought to the company, has improved our bottom line.”

Van Wingerden

Kelly Cantrell

Vice President

 

Van Wingerden International, Inc.

Mills River, NC

"Since joining Van Wingerden as our embedded CFO in September 2014, Daryl Crouse has provided significant value to our company and management team along with creative solutions to some of our most difficult business challenges.”

Aeroflow

Casey Hite

President, CEO

 

Aeroflow, Inc.

Arden, NC

"As our CFO, Ken (Kaplan) has worked with our accounting team, vendors and management team and put us on course for far greater success than we could have hoped to achieve on our own."  https://aeroflowinc.com

TD Bank

John Scroggs

Business Banking Relationship Manager

 

TD Bank Group

Asheville, NC

"Ken is one of the best at maximizing cash flow, improving operating efficiencies and negotiating with vendors that I have seen.”

FastPivot

Matthew Ledford

President

 

FastPivot.com

Biltmore Park, NC

"Ken's sage strategic business advice helped us become a more profitable and effective business! We are forever indebted to him and can give him the highest level of endorsement!”

Buckeye Bridge

Michael Long

Member Manager

 

Buckeye Bridge, LLC

Canton, NC

"When I became President of Taylor Murphy Construction in 1998, Daryl was already a successful CFO. He is great at seeing the overall picture and translating it into concrete goals and objectives. He is an innovative thinker who can effectively lead corporate management in the areas of finance, insurance, surety, and banking.”

Carter Accounting

Danny R. Yelton, CPA

 

Carter Accounting & Consulting

Asheville, NC

"As a former audit manager, I worked closely with Daryl Crouse when he was CFO at Taylor & Murphy Construction (TMC). I’ve seen many levels of audit “preparedness” and under Daryl’s leadership, TMC was one of the best. We rarely proposed an adjusting journal entry. Not only did Daryl keep the audits running smoothly, he also provided valuable training for our staff.”

Buckeye Bridge

Michael Long

Member Manager

 

Buckeye Bridge, LLC

Canton, NC

"When I became President of Taylor Murphy Construction in 1998, Daryl was already a successful CFO. He is great at seeing the overall picture and translating it into concrete goals and objectives. He is an innovative thinker who can effectively lead corporate management in the areas of finance, insurance, surety, and banking.”

© 2015 Kaplan CFO