(Woodland Hills, CA) January 11, 2013 – B2B CFO is pleased to announce its expansion in California with the addition of Chase Morrison. Morrison joins B2B CFO after 32 successful years in operational business management. He is the 29th B2B CFO partner in California providing CFO services to local business owners.

With more than 200 partners across the country, B2B CFO, is the nation’s largest CFO services firm. The “1099 CFO” role is a hallmark of the firm that provides services exclusively to emerging and mid-market companies. Morrison joined B2B CFO as a partner in March 2012. Morrison’s clients benefit from his combination of executive finance and consulting experience supported by the depth of resources provided by the national firm. Morrison is currently working with a diverse group of clients in California.

Prior to joining B2B CFO, Morrison served in several financial oriented positions at numerous organizations in both public and private companies. He has a strong background, with measurable proven success, working with owners of many small and medium sized businesses from $3m to $40m in sales.  Morrison’s previous experience includes his involvement in operational business management for firms of varying size, with a focus on producing actionable business intelligence. Morrison also has experience generating annual and strategic business plans that provide insight, guidance and accountability.

“We welcome Chase to the B2B CFO Partnership. In many ways he represents a snapshot of the organization: business experience and an entrepreneurial outlook, with deep roots in finance and strong connections in the community,” said Jerry L. Mills, founder of B2B CFO.

In his role as B2B CFO Partner, Morrison offers business owners of privately held growth-oriented businesses the opportunity to have an affordable trusted business advisor. Unlike a contract controller or interim CFO, a B2B CFO Partner works to create a long-term professional relationship to help the company grow its profitability and cash flow.

“It is exciting working with clients that have such a passion for their businesses and that are seeking the seasoned financial management advice needed to take their companies to a higher level of success,” said Morrison. As I work collaboratively with clients, helping them chart out a new course or action plan, it is tremendously satisfying seeing the results of our efforts in the form of increasing sales, improving margins and decreasing working capital requirements.”

For the business owner, Morrison brings a unique business perspective having served as a finance executive for Fortune 500 companies.  His previous work has given him unique experience that enables him to utilize many of the same techniques used by Fortune 500 companies to help his clients build healthy cash balances, improve liquidity and increase margins.

Morrison earned a Bachelor of Science degree in Business Administration from San Diego State University. In the Southern California region, Morrison has built an extensive network of attorneys, real estate brokers, lenders and many others that can be accessed for his client’s needs.

Morrison is a member of Provisors and is a part of Intuit’s Premier Reseller program and is also a QuickBooks ProAdvisor, certified on the latest versions of QuickBooks Pro, Premier and Enterprise products along with Point of Sale and QuickBooks Online editions.

Morrison and his wife currently reside in Northridge, California and are kept busy with their triplet middle-school aged sons.

Direct Contact information:

Chase Morrison




Headquartered in Phoenix, Ariz., the firm was founded in 1987 by Jerry L. Mills who pioneered the “1099 CFO” concept. Today, B2B CFO is the nation’s largest CFO services firm serving entrepreneurial, growth and mid-market companies. The firm’s partners have an average of 25 years of experience and each individual partner is a senior level executive with a broad range of expertise. Please visit online at www.B2BCFO.com to find out more about the company and B2B CFO careers.


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