Are Focus Cfo franchisees required to provide onsite services, remote services, or both?
Focus_Cfo Franchise · 2025 FDDAnswer from 2025 FDD Document
Franchisees will market and offer CFO Services primarily to small and medium-sized businesses on a fractional or part-time basis. This includes offering businesses onsite or remote financial and operational support in the area of finance and operations, controller-level accounting and support services, business consulting or coaching, business value growth or exit planning services. The CFO Services that Franchisees will offer will be performed by qualified CFOs who have obtained a non-exclusive license (or prior to 2023, purchased a franchise) from Focus CFO to provide such services.
Source: Item 1 — The Franchisor and any Parents, Predecessors, and Affiliates (FDD pages 6–8)
What This Means (2025 FDD)
According to the 2025 Focus Cfo Franchise Disclosure Document, franchisees will market and offer CFO services to small and medium-sized businesses on a fractional or part-time basis. These services include offering businesses onsite or remote financial and operational support. This means that Focus Cfo franchisees have the flexibility to provide services either at the client's location or remotely, depending on the client's needs and preferences.
This dual approach to service delivery allows Focus Cfo franchisees to cater to a wider range of clients. Some businesses may prefer the personal interaction and direct oversight that comes with onsite support, while others may find remote services more convenient and cost-effective. By offering both options, franchisees can tailor their services to meet the specific requirements of each client, potentially increasing client satisfaction and retention.
It's important to note that while franchisees market and offer these services, the actual CFO services are performed by qualified CFOs who have obtained a license from Focus Cfo. The franchisee's role is primarily focused on business development and strategic relationship management, matching clients with the appropriate CFOs. This division of labor allows franchisees to concentrate on growing their business and building client relationships, while relying on licensed professionals to deliver the financial expertise.