Does Focus Cfo allow the Area President to perform CFO Services?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
- E.
With the consent of Focus CFO, Area Presidents can have billable services associated with a client.
In each case, a portion of the monthly client billing is designated internally as "AP Billable Services" and the Area President is to receive 60% of the revenue collected by Focus CFO for such work directly performed by the Area President.
Area Presidents will also receive the base rate on their billable services provided the client is credited to their Book of Business:
- i.
Area Presidents who have the expertise to provide CFO-level services to clients, may provide services directly as the CFO on a client account where there is no other CFO assigned.
Under this provision, Area Presidents are limited to eight (8) total days a month of billable client work directly as a CFO and must apply with Focus CFO to obtain a non-exclusive license to perform CFO Services under a License Agreement;
- ii.
Area Presidents may provide specialized, value-added or recurring client support services as part of our monthly client retainer where there is a CFO working on the account.
These services may include,
but are not limited to, financial consulting, exit planning, succession planning or coaching;
Source: Item 23 — Receipts (FDD pages 37–126)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, Area Presidents have limited opportunities to perform CFO services. Generally, Area Presidents focus on generating new clients. However, with Focus CFO's consent, Area Presidents can have billable services associated with a client. In these cases, a portion of the monthly client billing is designated internally as "AP Billable Services," and the Area President receives 60% of the revenue collected by Focus CFO for the work they directly perform, provided the client is credited to their Book of Business.
Focus Cfo Area Presidents who have the expertise to provide CFO-level services can act as the CFO on a client account if no other CFO is assigned. However, this is limited to eight days a month of billable client work. To perform CFO Services beyond this limit, Area Presidents must apply for a non-exclusive license to perform CFO Services under a separate License Agreement with Focus CFO.
Alternatively, if a Focus Cfo franchisee expresses an intent to provide CFO Services, they have the option to terminate their Area President Agreement and apply for a non-exclusive license to operate solely as a CFO under a Focus Cfo Licensing Agreement. In this case, Focus CFO will not refund any difference between the Franchise Fee paid under the Area President Agreement and the payment required to obtain the non-exclusive license. Area Presidents may also provide specialized, value-added, or recurring client support services as part of the monthly client retainer where there is a CFO already working on the account; these services include financial consulting, exit planning, succession planning, or coaching.