B2B CFO

09/06/2021

It's Labor Day! Make the most of it!

05/13/2021

According to a poll by Small Business Trends, 48% of business owners who want to sell have no exit strategy. Thank you Cowan, Gunteski & Co., P.A. for having our B2B CFO partner, Joe Worth, lead a discussion on this crucial topic.

Do you have an exit strategy for your business? If you're contemplating an eventual sale or transfer of ownership, or even if you're not quite there yet, there are important items to consider including the best type of buyer for your business, possible deal-killers for the sale, and more. Joe Worth, Partner at B2B CFO discusses all this and more during an abridged version of the widely-successful The Business Sale Solution™, a must have-resource for any CEO or business owner. Register for this free webinar on June 8th at 9:00 am here: https://bit.ly/3hk2kRI

01/19/2021

Big thanks to automotive business experts at WrenchWay for including our partner Rick Perrin in this informative podcast on secrets to a successful business exit!

Episode Description On today’s episode, we’re talking with Rick Perrin, Partner, B2B CFO, about how a shop owner can exit business successfully and profitably. We cover a number of topics, including: how a shop owner can prepare to sell their business, how valuation is calculated, and even what ...

11/05/2020

One of our sponsors, goVirtualOffice, has done an incredible job continuing to share information on best practices. Their webinar series are fantastic. Below is a link to recent webinar that we highly recommend watching. Go Virtual Office is hosting a special webinar for B2B CFO Partners today, which we will share next week. Stay tuned and stay educated! It's almost the end of 2020! https://pages.services/welcome.govirtualoffice.com/closebooks3days-recordedwebinar/?ts=1600803058531

08/27/2020

There are many ways to partner with Serve First Solutions, Inc. Learn how here:

We hold true to these principals in every relationship and partnership. Because of this philosophy SFS has experienced tremendous success since its inception by building strong alliances with individuals and companies that have seen the value of referring us to their clients and prospects. With this...

08/26/2020

If you received PPP loan funding, B2B CFO partner AccountingDepartment.com has useful advice for what to do next, including tracking your expenses and getting information together for loan forgiveness applications down the road.

Prepare for PPP loan forgiveness by understanding what you can do now to collect information and prepare for future debt forgiveness applications.

08/19/2020

Our partner Linda Hammons had this to say about AccountingDepartment.com :

“Business owners need their accounting department to run like clockwork, accurate and timely. When your business model isn’t about accounting, and your accounting isn’t running like clockwork, AccountingDepartment.com has you covered. Their business model IS about accounting. They’ve already identified best practices, processes and procedures; your accounting is managed by accounting professionals who are experts on QuickBooks. Eliminate the hassle of trying to document your accounting processes, training, retraining and hiring accounting positions, trying to figure out why the books don’t make sense and spending time inefficiently. AccountingDepartment.com does what they do best, so business owners can do what they do best. As a B2B CFO I appreciate having reliable, timely information, it makes me more efficient.”

08/12/2020

The webinar with AccountingDepartment.com was a big hit, if you missed it, click here.

This is "B2B CFO® Sponsor Series - AccountingDepartment.com" by B2B CFO on Vimeo, the home for high quality videos and the people who love them.

08/06/2020

B2B CFO Partner Wayne Lorgus helps many businesses with payment processing. After the Serve First Solutions, Inc. webinar, Wayne commented: “While fees are very important, what’s most imperative in finding a right payment processing company to work with is ensuring that they will work with the business to minimize the overall fees. That’s not as simple as just negotiating a lower percentage. Part of having a good payment processing company is having good advisors, who can help you qualify your transactions to secure a lower rate. Looking forward to working with Serve First.”

08/04/2020

Scalar was awarded one of the best workplaces of 2020. See what their management team had to say about the award below, and read more about it here: https://buff.ly/2D9yVIu

"Creating an environment of trust and accountability is key to developing a strong, positive company culture. Our team members have confidence in each other and enjoy time working and socializing together. Fostering dependability and activity among team members is essential to building an award-winning company culture."

Scalar is one of the highest-scoring businesses with standout employee engagement DRAPER, UT (May 6, 2020) – Scalar has been named to Inc. magazine’s annual list of the Best Workplaces for 2020. Hitting newsstands May 12 in the May/June 2020 issue, and as part of a prominent Inc.com feature, the...