Category: CFO Services

What Are The Signs That a Business Owner Needs A CFO?

B2B CFO® Partners are asked this question often by bankers and attorneys whom we partner with that have business owner clients at various stages of growth within their company. You may be considering the same question as you assess strategic financial leadership within your business. Here is a run-down of some common symptoms suggesting when a… Read more »

Business Owners’ Financial Reporting Checklist

As business owners, you are tasked with acquiring new customers, managing your team, and launching new products. Let’s face it. Most of us simply don’t have time to focus on our financial statements daily—or even weekly. However, businesses need an effective system for conducting operations, complying with tax laws and providing essential financial information—especially to… Read more »

Recession-Proof Your Business

Many economists predict the U.S. economy’s decade-long growth streak is set to hit a down side soon. Of course, as a college Economics professor once remarked, “Economists have predicted nine of the last three recessions.” That is to say the exact timing of a downturn can’t be precisely projected, but, as CEOs & Owners, we know economic slumps… Read more »

Borrowing Money For Your Business? Critical Steps to Obtain Business Loans

One thing is for sure, many business owners are feeling optimistic about the economy and the current and future health of their business. With economic growth reaching an average of 3% in recent quarters, and consumer confidence at historic high levels, put together, you have ideal conditions for business growth opportunities. When opportunity knocks, not… 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 »