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Are you looking for CFO and Exit Strategy services for your San Diego based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses in the San Diego region. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.

See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.

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Inc. 5000 in 2011Interactive Media AwardsCFO AwardsACE Arizona Corporate Excelllence AwardsInc. 5000 in 2012Small Business Influencers 2011 and 2012Chamber of Commerce Dream Big AwardBBB Accredited BusinessesInc. 5000 in 2013

Recent Articles

Jan 8Kent McBeth

B2B CFO’s “Certified Business Transition Expert” Designation Closes the Gap in Successful Business Sales

Jan 8Kent McBeth
Small Certified Business Transition Expert Logo

Published: Dec 18, 2014 9:01 a.m. ET

As small business transactions reach record high levels, new certification allows B2B CFO Partners to guide business owners through sale process

MESA, Ariz., Dec 18, 2014 (BUSINESS WIRE) — Small business sales increased again this year, giving strong validation to a trend that B2B CFO Partners have closely followed.…

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Why The Competition Isn’t Your Business Enemy

Black And White Knight Piece

The author is an Entrepreneur contributor. The opinions expressed are those of the writer.  

About the Author: Jim Joseph is the North American president of New York-based communications agency Cohn & Wolfe, part of the media company WPP Group PLC. He is the author of three books, including the latest, The Personal Experience Effect (Happy About 2013).…

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California: Significant Tax Changes Recently Enacted

California Grundge State Flag

Synopsis:

On November 6, California voters approved propositions that:
•    Temporarily increase personal income and sales and use tax rates;
•    Mandate the previously optional single-sales factor apportionment formula for corporate income tax; and
•    Approved a new gross receipts tax for the City of San Francisco, to take effect in tax year 2014.…

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Morgan Stanley Smith Barney Announces Alliance with B2B CFO®

People At A Successful Business Meeting

Professional alliance offers more holistic approach for business owners

Morgan Stanley Smith Barney has announced a new national alliance with B2B CFO®, the largest CFO services firm in the United States. This agreement provides an innovative blueprint for a coordinated effort to meet both the corporate and personal wealth management needs of privately held businesses and their owners.…

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B2B CFO NAMED TO INC. 5000 LIST FOR FOURTH CONSECUTIVE YEAR

Large B2B CFO Logo

Company’s Founder and CEO Jerry L. Mills to Speak at Inc. 500|5000 Conference on Exit Strategies

MESA, ARIZ. – (August 29, 2013) – B2B CFO, the leader in CFO services for mid-market companies, today announced that it was named to the 32nd annual Inc. 500|5000 list. This marks B2B CFO’s fourth consecutive appearance on the prestigious list.…

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