B2B CFO^®    (877) 4-B2B CFO

Don is helping us manage our finances, accounting Department and taxes.  We could not operate without him!

Kent Pearse
President and Owner
California Pacific International
California Pacific Properties

“Frank did an excellent job evaluating EpiVax and re-organizing our internal financial structure while providing ongoing advice. He has proven to be an invaluable asset - mentoring our finance team as well as allowing the company to evaluate past performance and project future expenditures. He is first rate, totally knowledgeable, incredibly personable - can't recommend him highly enough!”

Annie De Groot
CEO/CSO and Director, EpiVax, Inc.
Professor and Director of the Institute for Immunology and Informatics at University of Rhode Island
Associate Professor of Pediatric I.D. (Adjunct) at Brown University.

“Don is an outstanding businessman and CFO. His guidance and insight during a period of exceptional growth was instrumental to meeting our objectives in profitability and cash flow. He has a great ability to assist others in operational planning and execution while striving to continually improve processes and results throughout the company.” – John Bremond, President

Anthony is a very conscientious financial professional who takes a very practical approach to financial management and its role in meeting company objectives at various stages. He is team oriented, highly principled, and clear eyed. He engenders respect and loyalty, from both managers and staff.

 Sheldon Engelhorn , co-founder , NOVEX

“Ray was terrific! We needed someone to jump in and take control of the financial projections for a key project that we were going to sell. Ray was able to quickly assess the business, create the 10 year forecast and help structure it for sale. Great person to work with and results oriented.”

Mary Jane Strang

Hoechst Research & Technology

“I strongly recommend Ray to anyone needing an insightful business finance expert. He has an absolutely comprehensive knowledge of his subject matter, and he provides invaluable analysis. Ray's high level of personal character and integrity are quickly apparent. .. Good guy to know.”

Dean Vliet

American Micrographics & Imaging

Sheri has helped us to understand every facet of our business by using the numbers. She not only provides accounting and financial advice, she provides it from an owner's perspective. Sheri is a valued member of our team that continues to assist us in meeting our goals in a most challenging time.

Greg has been my B2B CFO for the past four years.  He has been instrumental in the success of my business.  He has put the controls and processes in place to insure that I am able to maximize my profits and able to control my expenses.  I highly recommend Greg’s services.  In fact, I have referred Greg to four other companies over the past several years and he is now their B2B CFO also.

Steve Mellgren

President/CEO

Dimensions in Screen Printing, Inc.

"Alan Lefkowitz is one of the best construction CFO's I have ever worked with.  Please consdier this my highest recommendation.  Your client could not do better."

---------Gary Giulietti, President, Lockton Companies