Monthly Archives: September 2012

Preventing Occupational Fraud in Small Businesses

Many people believe that fraud and theft occur predominately at large businesses. In fact, small businesses are more likely to experience fraud and suffer greater losses than larger businesses because they tend to employ fewer anti-fraud controls.

According to the Association of Certified Fraud Examiners in its 2012 report, the typical organization lost 5% of its revenue to fraud.  …

Read more >

Posted in Other

Rolling Forecast

Most businesses understand the importance of planning for the future. Predicting the future is difficult, especially during recent political and economic instability. Once a year, business leaders devote significant time in an effort to develop a financial plan for the upcoming year. Often, that plan is outdated within the first few months of execution

A financial forecast is a road map that if followed, will lead to accomplishment of established goals.…

Read more >

Posted in Other

What is a CFO?

The Chief Financial Officer (CFO) is primarily responsible for managing the financial risks of a corporation. This position is responsible for financial planning, record-keeping, financial reporting to higher management and has financial authority to make appropriations and authorize expenditures for an organization. You may also hear or see the terms Director of Finance or VP of Finance.…

Read more >

Tagged with:
Posted in Other

The GamePlan®

B2B CFO® recently introduced The GamePlan®, our unique system to help business owners thrive while reducing their overall stress level.   Businesses that have adopted The Gameplan® have experienced increased company value, greater personal wealth and more free time, among other significant benefits.

The first step of the process is The Discovery Analysis™.   …

Read more >

Posted in CFO Services, Exit Strategies, Other

MSSB and B2B CFO® Form Alliance

Morgan Stanley Smith Barney Announces Alliance with B2B CFO®
Professional alliance offers more holistic approach for business owners

Morgan Stanley Smith Barney has announced a new national alliance with B2B CFO®, the largest CFO services firm in the United States.  This agreement provides an innovative blueprint for a coordinated effort to meet both the corporate   and personal wealth management needs of privately held businesses and their owners.…

Read more >

Posted in Other
Categories
Recent Posts
Tags
Archives