Category: CFO Services

Transitioning Your Business? 11 Do’s and Don’ts

The day to transition the business to a new owner will surely come, whether if by default or by purpose. Overall, just 25% of business owners have done serious succession planning.  The reality is that many owners probably won’t be able to sell their businesses when they’re ready, because they’re not taking proactive steps towards… Read more »

7 signs your business needs this…

Financial Chiefs: Letting you get back to business! Growing businesses often reach a point where they need professional financial guidance—beyond budgets, cash management and monthly reports. Owners need someone tasked to optimize the business’ financial performance, including its reporting, liquidity, and return on investment. You may be asking, does my business need a CFO. Should I invest in a CFO service?… Read more »

What Has She Been Doing?

In the last year, I transitioned out of my banking career and into an entirely new direction with B2B CFO®. It has been very rewarding, and I really feel that I have found my calling. What I loved about my job as a CFO of a bank was being able to help business owners. Seeing… Read more »