How often should Focus Cfo Area Presidents review the 90-day plan with the CFO and client?

According to the 2025 Focus Cfo Franchise Disclosure Document, Area Presidents are responsible for regularly communicating with CFOs about the services provided to each client within their book of business. Specifically, Area Presidents must review the 90-day plan for each client on a quarterly basis, which means every three months. This review should include both the CFO working on the account and the client themselves.

This requirement ensures that all parties are aligned on the client's financial goals and the strategies being implemented to achieve them. By reviewing the 90-day plan quarterly, the Area President can monitor progress, address any challenges, and make necessary adjustments to the plan. This regular communication helps maintain client satisfaction and strengthens the relationship between Focus Cfo, the CFO, and the client.

For a prospective Focus Cfo franchisee, this responsibility highlights the importance of consistent client management and communication. It also emphasizes the collaborative nature of the Area President's role, as they must work closely with both the CFO and the client to ensure the success of the engagement. Failing to conduct these reviews could lead to miscommunication, unmet expectations, and ultimately, client dissatisfaction.