Category: CFO Services

A Tale of Cash Flow

A frequently heard complaint among small to medium business owners is “I am making money, but I have no cash.  How can that be?”  Well, it is more likely the norm than the exception. Years ago I was hired by a company that had revenues of about $130 million.  Margins were healthy, G&A costs were… Read more »

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

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… Read more »

What is a CFO anyway?

Difference between CFOs, controllers, & CPAs

As I near my second anniversary with B2B CFO®, I have certainly gained a heightened appreciation and understanding of the unique patchwork of businesses that make up the Rio Grande Valley economy.  One thing that I have noticed that is of particular interest to me, is the lack of formality and specificity with which we… Read more »

Valley B2B CFO® Receives Advanced Certification

Valley B2B CFO® Receives Advanced Certification Certified Business Transition Expert™ designation denotes advanced skill in business ownership transactions, including purchases, sales, and family transitions David Girault, the only Rio Grande Valley based partner of B2B CFO®, recently completed the training and passed the exams required to become a Certified Business Transition Expert™. This designation highlights Girault’s training and… Read more »

New Year’s Resolutions

New Year's Resolutions List

It’s the time of year when we think of what we could have done better last year and how we are going to fix it in 2015. One of the items that we often overlook as a smaller business is the budgeting and planning process. Generally, I have run into two objections to the process.… Read more »