B2B CFO® provides Management Advisory Services to owners of privately held companies. We focus on increasing cash and company value.
A senior level executive with 35+ years experience contributing to entity integrity, expansion and overall success through outstanding financial, project, and talent management expertise. 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. Exhibits an impressive work ethic and a passion for excellence with a gift for building strong and talented teams and mentoring/motivating staff.
The business owner works will one professional, me, beginning with the initial analysis. I am a partner of the firm and am backed by thousands of years of experience, drawing from my fellow partners' experience. I strive to improve the lives of business owners by understanding their goals, removing the barriers, and becoming their long term trusted business advisor.
Improving profits, increasing cash flow & company value; strategic
My ideal client is one who is missing a strategic layer on their management team. They range in all sizes and industries. I begin with a complimentary Diagnostic Analysis which allows us to determine what value I can add before entering into an engagement.
Texas State Board of Public Accountancy