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Are you looking for CFO and Exit Strategy services for your Southern California 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 Southern California. 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

Nov 17Al Maguire

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

Nov 17Al Maguire

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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U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit



B2B CFO’s Founder Jerry L. Mills brings top concerns of Small Business Owners and discusses Free Enterprise with members of Congress and Press

MESA, Ariz. [July 7, 2015] – B2B CFO, the nation’s largest CFO and Exit Strategies firm for growth-oriented, privately held companies, was honored by the U.S.…

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Independent Contractor Status and Economic Realities

Independent ContractorLast week the US Department of Labor (DOL) issued Fact Sheet #13 with a new set of guidelines to be used in determining whether or not a worker can be classified as an independent contractor versus an employee. This 15-page DOL memo reviews a six-part ‘economic realities’ lens when viewing whether or not an individual is truly in business for himself or herself.…

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Cybersecurity and BYOD

Cybersecurity BYODCybersecurity and BYOD

I recently attended a professional network meeting where part of the discussion revolved around cybersecurity and the prevalence of Bring Your Own Device (BYOD) in the corporate world. It is now more likely than ever that a departing or unfaithful employee can obtain, send and/or carry confidential information via their mobile device. …

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Mar 11Gerry Braun

Your Financial Systems Need a Checkup

Mar 11Gerry Braun

There are 7 deadly Financial Diseases that limit your business’s potential.

Assets LiabilitiesOn one side of the scale your financial systems can be a burden. On the other side it can provide your business with a unique competitive advantage. Your financial systems should be an organizational asset not a liability.…

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