B2B CFO^®    (877) 4-B2B CFO

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

I would highly recommend David to any company looking for guidance in the financial area of their business. He did some consulting for our company and in a few short hours gave us a procedure to more accurately bill for our services, directly resulting in increased revenues. David and I have also worked with mutual clients and I have had the opportunity to observe his professionalism and industry expertise in a real world environment.

Paul Mancini, SVP, Clear Choice Telephones

David was instrumental is helping build a company that Enwisen acquired. David continued to help drive the combined company to success in a difficult economy and competitive marketplace. I would highly recommend David for his knowledge in the accounting area, but also as a strategic thinker in all facets of business

Wally Smith, CEO, Enwisen, Inc.

David works as a contract CFO at a client for which we offer audit services. David has provided great benefits by assisting the company and training them to focus on cash flow and other operating dynamics essential to the Company's business. He has enabled them to implement policies and scorecards that help them focus on crucial factors for moving the business forward. As a result the company has grown stronger even in today's poor economic environment. He is truly an asset to the 

Glenda Leduc  - Leduc & Phillips LLc CPA Firm

I just wanted to tell you what an incredible asset you’ve been to our business.  While my husband & I had a vast industry knowledge, we had never run our own business and didn’t have any accounting and finance background.  Having you help set up our books and get things categorized properly has been very helpful.  Your assistance with creating budgets & keeping track of our performance and cash flow has been invaluable.  Your experience & advice with things such as leasing versus buying, bidding out our business insurance, best practices, and many other issues that come up day to day has been a light in a dark tunnel.  Just knowing you’re there for us when anything comes up has made us better, more confident business owners.

Thank you so much for all your help.  We have & will continue to recommend your services to any small business owner. 

KO Floor Supply 
Kevin and Rima O'Leary www.kofloorsupply.com

Tom served as my controller/ CFO at my company for over 12 years. Tom has a very hands on approach, he provided valuable guidance and direction on financial, strategic and IT issues that possitively impacted the growth of the company. He helped plan and execute the plant relocation and advised and assisted in the purchase of a key competitor. Tom provided reporting to the board, oversaw the yearend audit, provided special company reporting, helped in assembling and rolling out our Balanced Scorecard Initiative. He is a very loyal and trustworthy individual and was willing to put in whatever time it would take to complete a project. Tom acted if he was an owner of the company rather than an employee.”

Willard Hunter , President , Prime Graphics Inc.

Frank has been very helpful in establishing and maintaining our Company’s new banking relationship.  He has also been instrumental in improving both our internal and external financial reporting systems.  Frank’s interpersonal style makes problem solving an effective and rewarding experience for myself and ultimately the organization.  I highly recommend Frank for any business solutions you may need.

Rick Tessier
Controller
Innovative Mold Solutions