What are the key reasons you are a member of B2B CFO®?
"B2B CFO® is an incredible business model that has allowed me to realistically plan on making over $350k per year in perpetuity doing what I do best... solve problems for my clients and help them achieve their goals and dreams."
M. Martin Mercer
"(1) I made a personal decision to never leave my career and family's well-being in the hands of another W-2 employer; (2) I had been thinking about being a part-time CFO for multiple firms for literally decades. B2B CFO® has the only model that works; (3) I had been trained on Integrity Selling 20+ years ago and was certain that any firm that embraced it was a place to be; (4) Initial gut feeling that Jerry Mills was a quality individual that I should be involved with. Totally borne out by experience and (5) I've increased my income at least 67% above the W-2 salary that had remained constant since 2000 in four CFO positions."
Joseph C. Worth, III
"I am making more money than I ever have in my career. My clients see me as a Trusted Advisor and not an employee. I get satisfaction helping my clients prosper and solve problems. I have flexibility as to when I work and what and who I will work for. The credibility I receive by being a B2B CFO® surpasses my person. The resources available are invaluable. The bond and work ethic among the partners is better than any company work environment I have experienced."
John M. Blackstock
"It gives me the opportunity to use my public accounting experience, the expertise I gained from a number of CFO positions, and the real-life experience of owning a business--and to use it all to help others in business. The support of the firm and the partners allows me to provide services to my clients that I could not have done if I were on my own. And I don't have to be a W-2 CFO any longer."
Paul Shackford
"It gives me the freedom from a W-2 job and the ability to be my own boss. It offers many more challenges with the variety of clients that we can help. There is no hard sale approach to obtaining clients unless we can actually add value to them. One of the most appealing features is there is no contract for the client to sign as the engagement is obtained on mutual trust by both parties."
Johnny C. Gates
"The work I am doing today as a B2B CFO® partner is what I wanted to do ten years ago when I moved to Colorado. Being a partner in a national organization provides instant credibility that being a long ranger can't match. Being a part of a group of experienced professionals is rewarding and very encouraging. The system that has been developed by Jerry is top notch. All materials, training, website, etc. are of the highest caliber - in a word, elegant."
Steven D. Olson
"(1) Alignment of personal and company core values; (2) Autonomy, yet a frame work to provide services; (3) A solid income stream, coupled with not worrying about being laid off or otherwise terminated; (4) The ability to help clients and mentor client employees is very rewarding; (5) I enjoy the variety and nature of client challenges and (6) Credibility of being part of something bigger than myself."
Terry J. Eve
"I was always an excellent financial consultant, but I was never able to assemble all of the tools I needed before joining the firm. The self-esteem and confidence that I have as a partner in a prestigious national consulting firm is responsible for my success and happiness. Just last week my wife again remarked that joining the firm was the best business career decision I had ever made. I couldn't develop the resources that the firm gives me at any cost."
Dennis Niven
"(1) I never want to be a W-2 employee that can be pushed to do unethical things as a CFO; (2) Reputation of B2B CFO® as the market leader in assisting mid-sized companies; (3) Little to no real competition and (4) It's no fun doing this alone. I like being part of a 'World Class Team.' B2B CFO® has all the class of working for IBM, but little to no bureaucracy!"
John H. Loeken
"When I joined two and a half years ago, the main reason for joining was that the firm was national and provided good resources. Jerry has done a great job in adding value to B2B CFO® over my two and a half years. He has given all of the Partners excellent resources and a clear competitive advantage."
James L. Oliver
"One of the key reasons for becoming a member of the firm is that I wanted to be in business for myself but not by myself. All of the resources and leadership have helped me in becoming successful. The business model provides a great opportunity to help businesses and provide a great income for myself. It doesn't get any better than that."
Michael A. Campian
"At the highest level, once I decided that I wanted to be independent, B2B CFO® was the obvious choice for me because I can be more effective, and benefit more economically, as part of B2B CFO® than I could on my own. I value the impressive infrastructure (training, professional collateral material, etc.), the intranet tools such as ProfitCents, Forums, File Library, Constant Contact, etc. I also appreciate what I call a "pay it forward" and positive community culture that has been built. Our website combined with all of the above gives us great credibility, as well."
Robert J. Kostrinsky
"The most important reason I continue as a member is my association with the other partners. Other reasons include the professional image and brand conveyed the website and internet marketing, and all of the resources on the Intranet. The final reason is that I love what I do, so why not do it with the best in the industry."
Frank Mancieri
"Jerry L. Mills had been the initial reason and continues to be a key reason. Also, the business model works very will for me and what I enjoy doing. Belonging to the partnership helps me feel less alone and provides a sense of pride. Last but not least, the income potential is awesome."
Rick Arthur
"The key reason I'm a member of the firm is due to our partner group and how everyone is willing to help each other be successful. I think we have a great group of partners and I think that is a reflection of our leader, Jerry L. Mills."
Grant Brisacher
"I love being a CFO for multiple companies and being my own boss/having my own business. My partners are a great group of people that together are much greater than individually, and are fun socially and help me with many things I would not have answers to myself. The resources of the firm, i.e. the intranet, File Library, Forum, marketing tools, client referrals, etc. I enjoy being part of a group vs. working individually. It is also great fun helping to develop and grow the firm."
Rick Perrin
"First and foremost, I became a member for the support and experience the firm offers. I realized that going it alone would be much more difficult and costly. Having access to the firm's proven processes and excellent support system allowed me to immediately hit the ground running. Also, to be able to convey to potential clients that I am part of a nationwide firm with more than 2,000 years of cumulative experience adds to my credibility in the marketplace."
Kevin Campbell
"To have a platform to work form that allows me to develop multiple clients and therefore multiple cash flow streams. I believe this is the only way to obtain financial stability. Also, the tools such as the web site, books, ProfitCents, etc. are a great value. Having the resources of the partnership allows me more time to concentrate on serving my clients and not worrying about the administrative issues."
Duane Hopkins
"I am a member because of the extensive resources (website, book, ProfitCents, etc) that I have at my disposal with B2B CFO®. In addition, I have a large pool of experienced CFO's that I can turn to at any time for help and guidance."
Sheri A. Pawlik
"First, I'm not alone. Help is either a phone call away or I can get help via the Forum. The firm also taught me how to gain confidence in selling my toolset and to sell at a proper value."
Mark Gandy
"My main reasons for being part of the firm are; (1) The association with and knowledge base of all the other partners; (2) Brand presence and marketing materials (brochures, business cards, books, website, etc) I couldn't do it without these materials and (3) The process. Learning from experience, including Jerry, Integrity Selling system and the like. Follow the process and you will be successful."
Donald C. Lightbody
"I believe in the firm's philosophy completely and feel it a great support to be a part of such an organization with deep understanding of all industries and the nuances each has. The partners are very supportive."
Albert Christensen
"(1) I'm proud to be associated with a top group of professionals; (2) B2B CFO® is a great brand and (3) the firm is constantly adding value to my practice."
Ken Olsen
"The professionalism of the firm, the fact that we are national with (so many) partners, the excellent marketing support that I get from the Forum, webcasts, brochures, and the ability to justify a billing rate that is consistent with other professional firms. I also find that B2B CFO® as a group brings credibility to what I do when I am meeting people at networking meetings and interviews."
Edward F. Burke
"(1) Marketing efforts made by the firm that I am sure will result in additional clients for me in the future; (2) Knowledge database available from other partners; (3) Shared resources of Forum, File Library, newsletters etc, that I would not have time to create myself and (4) Just the moral support of knowing that you are not doing this alone."
Timothy S. McLellan
"The support from the partnership (both personal and infrastructure), integrity selling support, associated with a top notch professional firm, national presence, freedom to make the decisions as to my clients, good earning potential that I control, great partners, a wonderful vision of the future."
Linda J. Donegan
"Great leadership and partners; strong technical resources."
Jane Johnson
"Website, credibility of being associated with a national firm. The big check."
Thomas F. Menik
"Credibility, image, marketing, and the support derived from the knowledge of the full group."
Mike Maples
"When I joined the partnership I took a gamble that the partner Forums and support from other partners would work. I am extremely satisfied with the caliber of partners and their unselfish support of the other partners. I continue my membership in the partnership not because of the 'big payday,' but because of the continued growth of the marketing effort and partnership resources such as CCH, ProfitCents etc."
Stephen H. Sundberg
"It provides me the opportunity to bring balance to my life by giving me control over my time and earnings potential."
Craig Johnson
"The concept and model, the target clientele, the variety of Partner backgrounds, the Forum and being under an umbrella that is respected, even by those that have worked with Tatum for years."
Martin R. Nason
"It is very interesting work with flexible hours, and I can make a very good living for myself and my family"
Shane A. Campbell
"Good living, professional firm, highly experienced partners, wide array of marketing tools."
David C. Kirkup
"I am independent & self-employed when it comes to the work, but have (so many) comrades that support me and the best CEO."
Glenn A. Wiltgen
"(1) Independence; (2) Ability to earn a good living; (3) Support of a national partnership and (4) Could not imagine doing this on my own."
Scott Spangenberg
"I get to pick who I work with. Lots of help when I need it. Credibility for being part of a large firm."
Vince Callaghan
"Honesty, Integrity and Objectivity. Jerry L. Mills. The team of partners that we have assembled."
George Bergmark
"The credibility it adds to your presentation and the resources available to you."
John Williams
"I enjoy the feeling of being a member of a larger organization, including the information infrastructure, the resources, the services and the discipline. The firm has enabled me to be as successful as I want to be!"
Richard A. Foster
"The partnership has allowed me to pursue an independent business for myself that allows me to work as hard or as little as I want and to have fun doing what I enjoy doing."
Alexander Schaap
"Initially the two main reasons were the collateral material and the Forums. Over my time with the firm I am really impressed with the talent of my fellow partners and the approachability of them as I continue to build my practice."
Alexander J. Bacon, Jr.
"The integrity and character of our partners, the vast resources that a national partnership provides through marketing, PR, a dynamic and professional website, search engine optimization and a mentoring program are just a few of the reasons that I am a member of this firm."
Stuart Welsh
"(1) A strong belief in the benefit I can provide to small businesses as a partner in a nationwide firm (2) The consideration and personal interest/support provided by the CEO/founder and all partners (3) I joined the partnership after 6 months of debate over personal goals/aspirations and the answer to every question was to become a B2B CFO® partner. I also spoke to 4 partners who all freely and openly addressed my concerns."
Philip Tootill
"Contact with other partners, fresh ideas for business development, wealth of information and resource tools that I can use to provide valued service to my clients."
Marcia A. Campbell
"Financial independence, set my own schedule, multiple clients, I love it all!"
Douglas J. McCorkle
"The support is at the top of the chart. The support includes the Forum and File Library."
Randall Gerloff
"I want to control my financial future and have the freedom to work as much or as little as I want."
Michael J. Timmins
"The brand and the partner resources including the Forum and the marketing tools."
Michael Foos
"There is no way I would be enjoying the success that I am without the help and support of the firm."
Mark T. Nuelle
"The resources available continue to support the work I am doing."
Chip Shields
"Flexibility in schedule, work from home."
Karen L. Chin
"Independence, variety, strength of partnership, higher earnings."
Rick A. Daigle
"Instant credibility and colleagues."
Glenna K. Mileson
"I enjoy being part of an impressive organization and helping guide the development of our firm."
Wayne R. Lorgus
"National firm increases my credibility. (So many) partners to ask advice from. Learning from Jerry's experience of what has and has not worked has been a great help in achieving my goals."
Elizabeth J. Stoller
"At this juncture, it is the credibility that a nationwide organization provides and the expertise that is readily available and wisdom that is freely offered."
Scott Reynolds
"The tools provided, Sales Training, Web Site, Branding, support group."
Alan Campbell
"Website to direct prospects to, being able to bounce ideas off other partners, a more professional image than I could present on my own."
Barbara S. Floyd
"Quality of life, freedom to work when and for whom I wish. The personal reward of helping multiple businesses. Branding, marketing, website. Partner support and knowledge is impressive."
Keith A. Simmons
"Business model coupled with the firm's values, integrity and principles. Additionally, firm's culture fit with my background and personality."
Paul Zambrotta
"Support network and the collective knowledge, independence, control over my service to clients and of my own success, freedom for not working under a CEO who has the control over my professional life."
Bruce Peterka
"The money, the opportunity to never have to go work for corporate America for which I have more and more distaste. The fun of seeing change happen quickly in a business and to help these people grow is very rewarding."
Martin R. Koenig
"I joined B2B CFO® because of its proven business model, the knowledge and expertise of the partners and the multitude of resources available through the Intranet."
Keith Frase
"Wanted the opportunity to be the architect of my own future! Utilize my vast business experience to help American businesses become more successful. Achieve financial and professional independence."
Gary Reinert
"Jerry L. Mills, proven model, reasonable cost."
William C. Fritz
"Job satisfaction. Potential to earn much more than I have earned in the past. Control over my future. Freedom to choose what I do and when I do it. Job security."
Kenneth J. Knapik
"Credibility is greater as part of a larger organization."
Ray Miller
"Great support, part of a partnership, leadership and continuing development, vast resources I would not have access to on my own."
John O. Lychos Jr.
"Credibility. Professionalism. Library. Proactive company. Resources. I am not alone...others to talk to."
Robert Frasier
"Name and elevator talk. It has also helped get clients with other partners."
Patrick Pierce
"Web/Marketing/Partner Support/Firm reputation."
Thomas Comollo
Partners in or near District Of Columbia
Thomas R. Comer - CT CFO
Patrick S. Reid - MD CFO
Stuart W. Welsh - MD CFO
Paul Zambrotta - VA CFO
Stu Lipkin - NJ CFO
Ray Miller - NJ CFO
Steven P. Schertz, CPA - NJ CFO
Vincent Leusner, Partner, B2B CFO - NJ CFO
Alan G. Lefkowitz, CPA - NJ CFO
Joseph C. Worth - NJ CFO
Robert Heintz - NJ CFO
Paul R. Shackford - NJ CFO
Roger R. Kohl - NJ CFO
Mark Nuelle - CT CFO
Keith A. Simmons - NY CFO
Joe Palermo - FL CFO
Frank J. Gnisci - FL CFO
Richard Hendrick - NY CFO
Edward Baloga - NY CFO
Thomas J. Coffey - PA CFO
James J. Vincenzo - PA CFO
Ken Durrett - PA CFO
Rick Ubinger - PA CFO
Wayne R. Lorgus - PA CFO
David W. Whitwell - PA CFO
Gene M. Wilhoite, Jr. - VA CFO
Douglas S. Jones - VA CFO
William M. Wright II, CPA - VA CFO

