Founded in 1987 by Jerry Mills, B2B CFO® has grown to become the largest CFO firm in the nation serving mid-market companies.
Headquartered in Phoenix, Arizona, B2B CFO® is a network of Partners that specialize in providing CFO and senior level executive services to growing companies who need assistance in finding solutions to their business challenges. Each B2B CFO® Partner is a senior level executive averaging 25 years of experience. Collectively, the firm is approaching 2,000 years of combined senior level experience.
Two of the company’s hallmarks are facts that the partners work on a hand¬shake basis and are engaged to work on an as-needed basis. The firm's goals are to make order out of chaos and then continue with the client in a long-term, cost-effective relationship. The firm's motto is: First direction, then velocity. CFO Services
Key services are; (1) the in-house preparation of monthly financial statements, (2) the origination of solutions to business problems, (3) being a sounding board to business owners for the key decisions and (4) allowing the business owner to find more time to spend on entrepreneurial activities.
Services related to key decision making may include in-house preparation of accurate and timely monthly financial statements, monthly budget-to-actual reports, forecasts of income and expense, management reports, and recommendations on areas for improvement or future growth.
Services related to operations may include forecasts of sources and uses of cash, improving collections of account receivables, inventory control and management, providing recommendations for reducing overhead, tax planning and preparation, developing loan packages and business plans, and meeting with lenders with or on-behalf of the client.
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