We invite you to do three things:
  1. Type in your zip code in the box on this webpage to find the partner closest to your business location.
  2. Contact that partner and invite them to visit your business.
  3. Read the testimonies on this website from some of your peers. Click on the Testimonies tab at the upper right of this website.

Find a Partner by zip code.

Why Do Companies Hire Our CFO Partners?

  • We started this company 1987.
  • Each CFO partner averages 25 years of experience.
  • We are trusted long-term business advisors - we will be with your company for five years, ten years, or however long it takes.
  • We help improve profits & cash.
  • Business owners like our publications, such as The Danger Zone & Avoiding The Danger Zone and Finding The Exit
  • We provide national partnership resources to your individual business.
  • We help with successful exit strategies.
  • There is no contract for you to sign or long-term obligation on your part.
  • The benefits of our services exceed the costs.

CEO Resource - How to Read Financial Statements

Reading financial statements is often a source of frustration to many business owners. We understand that frustration. The three key financial statements that should be prepared for your company are:

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement

The following non-commercial website might assist your understanding of reading financial statements. www.baruch.cuny.edu/tutorials/statements/

Feel free to call upon one of our CFO partners if you need more information on this topic.


B2B CFO® in INC. 5000 list

184% Growth Earns B2B CFO® Spot in the 2010 List of Fastest Growing Companies in America.

INC 5000 LIST

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171 partners in 39 states

4999 years of experience

USA's largest CFO firm

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We filed a 21-page lawsuit on October 15, 2009 against CFO Wise and Kenneth Kaufman. The lawsuit (Case 2:09-CV-02158-JAT) was filed in Federal court. The Complaint includes Copyright Infringement; Breach of Contract/Breach of Duty of Good Faith and Fair Dealing; Unfair Competition/Misappropriation of Trade Secrets; Misappropriation of Name; RICO; Injunctive Relief.

U.S. Chamber of Commerce