B2B CFO^® (602) 296-6888

We started out our business as two smart people who knew everything, yet we were very naïve.    As we grew very fast, accounting issues grew as well.  Joanie was not our first experience into learning the ropes, due to the cost, but once we engaged her we had a very good teacher and exactly what we needed.  She told us things we did not want to hear but what was necessary in order for us to grow successfully.  Once we implemented her recommendations we achieved such positive results it became second nature to just trust her.  She saved us time and money, made complex situations seem simple and organized us in such a way that we could take charge of our future growth.    We are still growing, thanks to her guidance. 

 
                                                                                    Dwayne & Cassie Shears

                                                                                    Shears Enterprises, L.L.C.

Gary is dedicated, hard working, competent, discreet and honest as the day is long. During the seven years Gary Lee worked for me at Premier Pneumatics he was a most important part of my management team. He ran his department efficiently and effectively as he worked to solve problems and improve processes across departmental boundaries. He made himself invaluable from the beginning by working with the existing ERP and mainframe vendors to upgrade, at minimal cost to Premier, a computing system which was processing so slowly it was significantly hampering the Company’s ability to get work done. When Gary finished that project, we were once again able to provide the level of care our many repeat customers had come to expect. In another instance, Gary recommended we work to reduce raw material inventory. He spearheaded a project which trimmed inventory by $1,000,000 (a 47% reduction) and improved the rate at which we turned our inventory by 30+%, yielding improved profitability and freeing up cash for use elsewhere in the business. Gary created a metrics report recapping orders, shipments, backlog, cash flow, etc. on one page, and made sure that the report was produced and available immediately after the close of business every day. With Gary’s help, I had my finger on the pulse of the business like never before. When we decided to sell the Company, Gary capably handled his part of the management presentations to potential buyers. Once a buyer was selected, Gary managed our end of the due diligence process so effectively that I hardly remember that part of the transaction. Gary was always discreet in his handling of the Company’s financial information. He always produced financial statements on a timely basis. I could trust him to get his job done and more. I recommend Gary to anyone needing CFO expertise.

Robert B. Korbelik, President and Owner

I have had the pleasure to work with Ken on multiple clients, each time in our respective areas of expertise.  It’s a pleasure to work with Ken because of his client focus, attention to detail, short and long range thinking, excellent communication style and team participation.  His focus on service delivery is unmatched by any other CFO I’ve worked with.  Ken brings leadership strength to every project and an enthusiasm for success that resonates throughout the team.  No matter the challenge or timeline, Ken exceeds his clients’ expectations.  I highly recommend Ken as a trusted professional within my network.

David has the uncanny ability as a financial officer to think outside the box to help his clients be more successful. He is very quick to pick up on potential new methods that translate into bottom line advantages. He is the consumate professional, bright, and an asset to any company in need of either strategic or tactical financial help.

Norman Meullen CEBS Fellow, President, Benefits Retain People, LLC

As owner of a small service company, I have had to analysis and stay on top of my numbers in this harsh economic climate. David met with me several times and offered great advice that I now use in my company daily to have a clear understanding of profit by product line, cash flow analysis and integrating my softwares to allow me to be able to efficiently stay on top of these money issues. I would highly recommend David services.
David Neel Mobile Glass USA President
Top qualities: Great Results, Personable, Expert

David Neel

David is an asset to any company looking to outsource their CFO responsibilities. He is hard working and focused on providing the best direction for your company to excel - helping you make the right decisions based on your financial strength of your company. I have seen him at work and was very impressed. He is always professional and a Top Notch CFO.

Michael Dahlhauser, Owner, Astila Corporation

Dave was instrumental in helping us with ideas on how to control costs and increase market reach without increasing investment. His insight into the financials was extremely helpful in identifying spending gaps, ROI, and future investment optimization. Moreover, his grasp of the business, his demeanor and his candor made him even more of an asset to our division. It was truly a pleasure working with him. With Dave’s help, we were able to easily identify non-strategic spending and reallocate those dollars to higher revenue generating programs. I would highly recommend Dave to anyone looking to improve their bottom line

Mark Johnston, Director, Software Channels, Hewlett-Packard

“David is a talented executive that I greatly enjoyed working with. David exhibits the rare strength of pragmatism and analytical rigor. I strongly endorse David.”

Robert Covington,
CEO, Firstdoor CEO
Principal at The Stephens Group

It was a pleasure to work with David; he is a very knowledgeable, innovative professional. I worked with David in different roles at Willis and he always does his homework and is prepared to meet clients' needs by delivering a proactive solution.”

Anjanette Simone, Senior Vice President, Employee Benefits, Willis

“I found Ray to be a very experienced and competent financial professional, with a broad base of knowledge across the full spectrum of financial disciplines. More importantly, Ray was extremely conscientious in all of the work that he did to support my business. In fact, Ray became an integral member of my management team. Based on my experience with Ray, I am quite sure that he would do an excellent job as a B2B service provider and I recommend him with confidence.”

Phil Kornbluth

Matheson Tri-Gas