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Are you looking for CFO and Exit Strategy services for your Carolinas based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses in the Carolinas region. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.

See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.

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Inc. 5000 in 2011Interactive Media AwardsCFO AwardsACE Arizona Corporate Excelllence AwardsInc. 5000 in 2012Small Business Influencers 2011 and 2012Chamber of Commerce Dream Big AwardBBB Accredited BusinessesInc. 5000 in 2013

Recent Articles

B2B CFO Extends Leadership Position in Mid-Market Business Transitions


Source: MorningStar.com

Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses

B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for business transition work and widespread adoption of the firm’s proprietary exit strategy software.…

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Apr 4Dave Fouts

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

Apr 4Dave Fouts
Bo Burlingham

MESA, Ariz. – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016.

The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along with sponsors and special guests will be hosted at the Scottsdale Resort and Conference Center in Scottsdale, Arizona.…

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Dec 8Andrew Tucker

2016 Sales Tax Changes: What to Expect in the New Year

Dec 8Andrew Tucker
Sales Tax

If you’re interested in knowing if there are changes in Sales Tax laws starting in 2016, there are a number of them!  Gail Cole in her blog for Avalara (www.avalara.com) tells you about them.

Read the blog
photo credit: State of Washington Tax Commission Sales Tax Token via photopin (license)

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Dec 5Andrew Tucker

New Alliance Between TriNet and B2B CFO Allows SMBs to Receive Best-in-Class Financial and HR Services, All in One Place

Dec 5Andrew Tucker

SAN LEANDRO, CA — (Marketwired) — 12/01/15 — TriNet (NYSE:TNET), a leading cloud-based provider of HR services, today announced it signed a strategic alliance agreement with B2B CFO, the largest CFO and exit transition services firm in the U.S. Through the alliance, clients of B2B CFO can have both their financial and HR needs met through fully vetted access to TriNet services.…

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Dec 1Andrew Tucker

Where’s My Cash?

Dec 1Andrew Tucker
Cash flow

“The income statement that my accountant gave me says that I am making a nice profit, but I never seem to be able to have enough cash.”  Does this sound familiar?

If this concerns you in your business, you are not alone. Here are some common issues that may affect the cash flow of a business:

  1. Invoices are not billed timely and promptly because supporting information has not been processed timely.

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