Insights

Strategic CFO Small to mid-size Western North Carolina firms need experienced financial leadership on a contract basis to navigate market volatility and scale operations.

Growth Enablement Kaplan CFO Solutions positions senior finance executives to drive growth and profitability for clients, presenting opportunities to upsell ongoing advisory, treasury optimization, and strategic planning engagements.

SMB Targeting Company serves 11-50 employees, suggesting ideal cross‑sell potential to similar sized firms seeking cost-effective, on‑site or off‑site CFO support and financial leadership.

Regional Focus With emphasis on Western North Carolina, there is potential to partner with local accounting firms, banks, and business associations to source referrals and co‑market CFO services.

Tech & Security Leverage Kaplan’s tech stack familiarity to offer opportunities in digital finance transformation, cloud‑based accounting integrations, and enhanced financial governance for prospective clients.

Similar companies to Kaplan CFO Solutions

Kaplan CFO Solutions Tech Stack

Kaplan CFO Solutions uses 8 technology products and services including Wix, WordPress, Google Cloud, and more. Explore Kaplan CFO Solutions's tech stack below.

  • Content Management System
  • Content Management System
  • Infrastructure As A Service
  • Office Suites
  • Priority Hints
    Performance
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Sitelinks Search Box
    Web Tools And Plugins

Kaplan CFO Solutions's Email Address Formats

Kaplan CFO Solutions uses at least 3 email formats:
Kaplan CFO Solutions Email FormatsExamplePercentage
First.Last@kaplancfo.comJohn.Doe@kaplancfo.com
87%
FirstLast@kaplancfo.comJohnDoe@kaplancfo.com
6%
FLast@kaplancfo.comJDoe@kaplancfo.com
7%

Frequently Asked Questions

What is Kaplan CFO Solutions's official website and social media links?

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Kaplan CFO Solutions's official website is kaplancfo.com and has social profiles on LinkedIn.

How much revenue does Kaplan CFO Solutions generate?

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As of September 2026, Kaplan CFO Solutions's annual revenue is estimated to be $25M - $50M.

What is Kaplan CFO Solutions's NAICS code?

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Kaplan CFO Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Kaplan CFO Solutions have currently?

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As of September 2026, Kaplan CFO Solutions has approximately 25 employees across 1 continents, including North America. Key team members include Partner: M. H., Marketing Director: D. A. and Engagement Partner: M. H. Explore Kaplan CFO Solutions's employee directory with LeadIQ.

What industry does Kaplan CFO Solutions belong to?

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Kaplan CFO Solutions operates in the Financial Services industry.

What technology does Kaplan CFO Solutions use?

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Kaplan CFO Solutions's tech stack includes Wix, WordPress, Google Cloud, Office 365, Priority Hints, X-XSS-Protection, X-Content-Type-Options and Sitelinks Search Box.

What is Kaplan CFO Solutions's email format?

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Kaplan CFO Solutions's email format typically follows the pattern of First.Last@kaplancfo.com. Find more Kaplan CFO Solutions email formats with LeadIQ.

When was Kaplan CFO Solutions founded?

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Kaplan CFO Solutions was founded in 2008.
Kaplan CFO Solutions logo

Kaplan CFO Solutions

Financial ServicesNorth Carolina, United States11-50 Employees

Kaplan CFO Solutions is a financial services firm that provides senior-level chief financial officers on a contract basis to support small and mid-sized businesses. Its services involve integrating with client management teams and taking on responsibilities related to financial leadership, with an emphasis on guiding firms through changing business conditions and helping them manage financial resources effectively. The company positions itself as a resource for owners in Western North Carolina seeking experienced financial management to accompany their existing leadership, acting as a peer and confidant in financial matters. Based in Asheville, North Carolina, Kaplan CFO Solutions focuses on delivering interim or part-time CFO expertise to its client base, which comprises locally oriented organizations seeking strategic financial direction. The firm operates with a relatively small team and serves clients on a contract basis, underscoring its focus on flexible, executive-level financial governance.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Kaplan CFO Solutions's revenue is estimated to be in the range of $25M - $50M

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