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Are you looking for CFO and Exit Strategy services for your DC Metro 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 DC Metro 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.

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Recent Articles

Feb 6Doug Smith

Buzzword of the Week: Fakeout

Feb 6Doug Smith

I love browsing through the Dictionary on the Investopedia website. I am forever running into financial terms I’d not heard of before. While browsing recently, I came on the term “Fakeout.”

It turns out that Fakeout is a term used in technical analysis to refer to a situation in which a trader enters into a position in anticipation of a future transaction signal or price movement, but the signal or movement never develops and the asset moves in the opposite direction.…

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Feb 3Jeff Whipple

Top 5 New Year’s Financial Resolutions – 2016

Feb 3Jeff Whipple

We all start the new year with a list of changes we need to make.  Let’s understand our own financial statements better in 2016

  • Understand your (often neglected) Balance Sheet
    1. What items are on here that are elective (shareholder and employee loans for example)
    2. What makes up the customer balance? Any credits in the AR should be investigated and returned to the customer if indeed an overpayment on their part. 


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Jan 13David Levy

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

Jan 13David Levy
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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Jun 23Doug Smith

Brand Lessons from the Nobel Prize

Jun 23Doug Smith

20131011153017!Nobel_PrizeI always look forward to the announcement of the Nobel Prize winners each year. The awards are front page news. But why is that. According to a recent posting in the HBS Working Knowledge blog, two renowned branding professors, Stephen Greyser (who as a professor of mine at HBS) and Mats Urde, recently completed a study on what makes everyone cover the prize in the first place.…

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May 19Doug Smith

Buzzword of the Week: Old Lady

May 19Doug Smith
Old Lady Smoking A Cigarette

I would never be able to get away using this week’s buzzword with my wife or my mom. But, never fear, the term Old Lady has a different meaning in the financial world, according to our friends at Investopedia. According to them, Old Lady is an eighteenth century nickname for the Bank of England.…

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