Lisa Caldwell

Lisa is a senior level executive with 35 years experience contributing to entity integrity, expansion and overall success through outstanding financial, project, and talent management expertise. She is an accomplished specialist in financial analysis, accounting operations, and office administration with a proven track record for leading through periods of both expansion/enhancing profits and enhancing profits/reducing costs. Lisa exhibits an impressive work ethic and a passion for excellence with a gift for building strong and talented teams and mentoring/motivating staff... SEE MORE




I Promise

If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better/growing in value, and we will be eliminating the barriers to your company’s success.

The Plan

  1. Begin with a Discovery Analysis
  2. Agree on a Strategic GamePlan
  3. Begin to excel and see results

My Goal

My passion and goal is to become the long-term, trusted advisor that every business owner needs.

Get Started With Lisa

Get Your own complimentary* Discovery Analysis™ from B2B CFO®

*Complimentary for qualified business owners