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Lisa Caldwell

B2B CFO

TEAM Chapter: North Dallas

Title: partner

Industry: Business Consultant - CFO Services

http://lisacaldwellcfo.com

Business Description

B2B CFO® provides Management Advisory Services to owners of privately held companies. We focus on increasing cash and company value.

Year Business Was Founded

1987

Previous Business Experience

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.

What Sets Your Business Apart?

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.

What are Some Keywords that Represent Your Business?

Improving profits, increasing cash flow & company value; strategic

Who is Your Ideal Client?

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.

Professional Affiliations

Texas State Board of Public Accountancy

BUSINESS ADDRESS


5107 Briargrove Lane
Dallas, TX 75287

PHONE OPTIONS


(214) 616-5678
(214) 616-5678

SOCIAL NETWORKS



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