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We work with the business owner to create financial and goal clarity. We try to understand the overall goals that our clients want to achieve. We then work with the business owner to create financial clarity in order to achieve those goals.

Financial and goal clarity is used to increase sales, profits and cash. A company can never have too much cash. A company can, however, easily run out of cash and get into The Danger Zone, as explained in our books, The Danger Zone, Lost in The Growth Transition and our newly-published book, Avoiding The Danger Zone, Business Illusions.

B2B CFO^® is a trusted business advisor. Our goal is to have a long-term business relationship with our clients, similar to those that our clients have with their attorneys and CPAs.

Unlike a full-time or interim CFO, we create a long-term professional relationship. Interim and full-time CFOs typically stay with a company for a short period of time, often as few as 12 to 17 months. Valuable company information then leaves with them. Time, money and other resources must then be used to replace them and the knowledge they obtained. A B2B CFO^® partner stays long-term with the company to help the company grow and to help valuable information remain with the company.

We understand that every business owner will some day exit their company. We assist with the important elements of building company value to help the owner with successful exit strategies.

Services are provided on an objective basis by seasoned partners who average 25 years of CFO experience. It is highly unlikely that a company will ask a question or present a problem that our experienced partners can't resolve.

Each partner is supported by more than 2,000 years of collective CFO experience and national partnership resources. Resources include the latest technical software available for client services. Our resources also include our banking and lending relationships.

We work with a handshake on an affordable as-needed basis. We are not interim CFOs. No contract is required to engage our partners. Our clients engage our seasoned partners at a fraction of the cost of a full-time or interim CFO. Our firm has more experience than that of a full-time or interim CFO.