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Are you looking for CFO and Exit Strategy services for your Ohio 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 Ohio 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

May 3Jeff Matthews

You can sock away more in your HSA next year

May 3Jeff Matthews
Health Savings Accounts

Health savings accounts are a great way to save for medical expenses. An HSA allows the employee to payroll deduct pre-tax dollars into a special bank account that can only be used for medical spending.  In 2017, the amount that can be saved will increase to $3,400 for self-only coverage (a bump of $50 over 2016) and $6,750 for family coverage-unchanged from 2016.…

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Ohio Sales Tax Holiday August 5-7th 2016

Ohio sales tax holiday

The State of Ohio just announced a sales tax holiday on August 5, 6 and 7th 2016.  The holiday is geared to the start of school in the fall and will exempt from sales tax:

  • Clothing priced at $75 or less, this is a per item limit not an aggregate purchase limit.


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Selling business owners need to consider…

Selling your business

In a recent CPA Insider newsletter, Patricia Annino, JD, wrote a nice article entitled Key questions to ask the family business owner who plans to sell.[1]  Ms. Annino is a nationally recognized attorney with Prince Lobel Tye LLP and an authority in estate planning and taxation.  She did an excellent job coaching CPAs to address timing, structure, personal impact of a sale, continuing employment, required earnings after the sale, what benefits will need to replace, finding purchasers, valuing the business and getting the business’ legal affairs in order.…

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Networking

Networking

Newly “in transition” folks often seem to think that networking is something they need to do until they find a new corporate role.  In my world as partner in B2B CFO®, I view networking as a way to stay connected with the marketplace, potential customers and people who are integral to my success.…

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Jan 13Joe Faisant

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

Jan 13Joe Faisant
Bo-Burlingham-Twitter-Pic-300x300

MESA, Ariz. [November 5, 2015] – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016.

The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along with sponsors and special guests will be hosted at the Scottsdale Resort and Conference Center in Scottsdale, Arizona.…

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