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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

Sep 6Jeff Matthews

Using charitable giving to reducing the Medicare 3.8% surtax

Sep 6Jeff Matthews

Most taxpayers do not fall into the 3.8% Medicare surtax which is assessed on net investment income when the taxpayer has an adjusted gross income of over $200,000 for singles and $250,000 for married filing jointly. Net investment income includes interest, dividends, capital gains and certain passive investment income.

Occasionally a taxpayer with income below the hurtle rate will have a windfall transaction that pushes them above the AGI limit and triggers the tax.…

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Is your CRM working for you?

A good Customer Relationship Management system is a powerful tool. I recently attended a networking event with a friend who was almost constantly on her tablet.  At first I thought she wasn’t an attentive listener but then she began sharing information with the other attendees.  Someone ask for a lead in a firm or industry, my friend checked her firm’s CRM system and quickly provided solid information in answer to the request. …

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In today’s tightening work environment, apprenticeships can be an excellent way for employers to develop trained staff and to evaluate them prior to making an offer of regular employment.

Apprenticeships fit well in work environments where additional skills training will be required and the job applicants pool is falling behind the demand.…

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Internships – do they need to be paid?

As the first day of summer approaches and schools are getting out for summer break, many students are looking for work. Some estimates place over a million Americans a year in an internship role.  The University of Cincinnati believe so strongly in the value of on the job training that nearly every area of study incorporates an internship.…

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Work in Retirement and Retirement Readiness

I read two sequential articles today on these topics. The first addressed how many people are choosing to work in retirement while the second emphasized how few Americans feel they will have sufficient financial resources to retire.

Emily Brandon, the senior editor for Retirement at the U.S. News and author of “Pensionless – The ten-step solution for a stress-free retirement,”[1] wrote laid out seven reasons to work in retirement.  …

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