Kaplan CFO Solutions

Kaplan CFO Solutions is a leading provider of CFO services, offering seasoned CFOs, both in-person and remotely, to companies across the USA on a contract basis. What makes the firm an excellent choice for businesses of all sizes is its team of experienced professionals who function as powerful allies, trustworthy managers, and—when a client needs it—a confidant and peer, providing guidance to achieve financial goals and thrive in today’s competitive business environment.

One of the key benefits of collaborating with Kaplan CFO Solutions is gaining on-demand access to its team of senior-level CFOs who have a deep understanding of the financial landscape and the unique challenges that SMBs face. Drawing knowledge from their experience, they specialize in providing accurate and timely financial insights along with strategic guidance and planning that helps businesses make informed decisions and improve their financial performance.

“Compared to employing a full-time CFO, our solutions enable relatively small businesses to acquire a financial expert at a fraction of the expense,” says Ken Kaplan, founder and managing partner of Kaplan CFO Solutions.

The CFO solutions company has three models–embedded, project and board leadership engagement–through which it primarily provides its services. In its unique embedded engagement service, a Kaplan CFO works as part of a client’s management team and offers experienced financial leadership on-site. The CFO, as a senior management member, is remunerated through the client’s standard payroll process, which effectively eliminates the high expenses that come with hiring a full-time C-suite executive.

On the other hand, for small companies that are not seeking an interim CFO or large enterprises whose permanent CFO needs to outsource one or more projects, Kaplan CFO Solutions’ project engagement model is an ideal solution.

This gives clients all the benefits of an embedded CFO but on an as-needed, finite basis for one or multiple projects. The budget for this engagement includes the expected cost of all internal and external resources and materials required to accomplish the project.

Aside from their regular engagements, the firm’s CFOs are frequently invited to serve on both for-profit shareholders boards and non-profit advisory boards.

In these roles, they offer invaluable fiduciary leadership and expertise, empowering the board to effectively fulfill its responsibility for financial oversight and strategic planning, thereby facilitating the growth and development of the organization.

In any engagement, the CFOs offer a comprehensive range of financial skills and services, and the objectives and timeframe set by the customer dictate the number of days and hours the experts will be on-site. At Kaplan CFO Solutions, every team member brings diverse industry expertise and unique personal strengths to the table, which the firm effectively leverages to ensure that its clients are matched with a CFO who is best suited to meet their needs. Regardless of the type of engagement or client, the company’s goal always remains the same; to help its client grow to the point where they need a full-time CFO or achieve the stability to manage the financial side of their business. In one such notable case of collaboration, Kaplan CFO Solutions accepted the challenge when a client from the HVAC industry was looking to sell their company. The firm was able to provide a suitable exit strategy and improve their valuation, which resulted in a multimillion-dollar acquisition by an investment bank.

Over the years, Kaplan CFO Solutions has served many non-profit and for-profit companies, solving their immediate short-term challenges and implementing long-term strategic goals. By the virtue of an innovative business strategy, a broad professional network, and a wealth of management expertise, the firm aimsto continue assisting its clients in overcoming the obstacles that prevent them from realizing their goals.