B2B CFO RECEIVES THE PRESTIGIOUS FORBES “AMERICA’S BEST COMPANIES” AWARD AT THE 2018 SMALL GIANTS SUMMIT

B2B CFO RECEIVES THE PRESTIGIOUS FORBES “AMERICA’S BEST COMPANIES” AWARD AT THE 2018 SMALL GIANTS SUMMIT

Founder, Jerry L. Mills, Accepts “Best Small Businesses in America” Award on Behalf of all B2B CFO Partners in New York City    Mesa, Ariz. November 1, 2018 –   B2B CFO®’s Founder and Chief Executive Officer, Jerry L. Mills traveled to New York City in October 2018 to attend the “invite-only” Forbes Small Giants Summit and receive the official “Small Giants” Best Small Businesses in America award. B2B CFO® is nation’s largest firm dedicated to serving privately held companies with CFO and business transition services.  Earlier this year, in May 2018, the company was named as one of the 25 nationwide recipients of Forbes’ Small Giants award.  This award program is managed by Forbes magazine in partnership with the Small Giants community.  It recognizes 25 businesses that choose greatness over growth and demonstrate commitment to community and industry excellence. The companies that become Small Giants are all privately owned, profitable, and at least ten years old. Founded in 1987, B2B CFO® has for three decades demonstrated steady growth, adding Partners and expanding resources and solutions that help owners of privately held companies grow and sell their businesses. “B2B CFO® is an amazing company. The company made a profit, year after year.  The company has made a consistent effort to be great,” said Bo Burlingham, author and Forbes columnist during the Small Giants Awards ceremony in New York City, held at the Forbes on Fifth Headquarters on Monday, October 29th, 2018. “We are honored to be among America’s Best Small Companies. Receiving this award is validation of the values and the ongoing effort of each of our Partners.  At B2B...
Heads up from B2B CFO® – 2014 Tax Updates

Heads up from B2B CFO® – 2014 Tax Updates

Tax Rates Have Gone Up Significantly! THE TOP INCOME TAX RATE as well as the top short term capital gains rate WENT FROM 35% IN 2013 TO 39.6% IN 2014 – AN INCREASE OF 13.14%. The LONG TERM capital GAINS rate WENT UP FROM 15% TO 20% – A 33% INCREASE . Additionally, there is a 3.8% Medicare tax which is added to the long term rate for an effective tax rate of 23.8% — an increase of 58.6% ! As a result, many business owners who have made significant profits this year are looking for ways to protect themselves from the IRS and shelter money for 2014. Most business owners don’t realize that, depending on their situation, they can potentially deduct and save over $250,000 a year PRE TAX in corporate retirement plans — not just the $17,500 that can go into a 401(k) plan for 2014. Additionally, the Pension Protection Act of 2006 has mandated plan documents be amended to comply with current legal and regulatory guidance starting this year. Failure to adhere to current regulations can result in penalties and even plan disqualification. There is still time to review the retirement plan design, funding, and administration of client retirement plans for 2014. Additionally, it is NOT too late to start a new plan and make deductions for 2014. As stated, there is still time to create the right plan for 2014, but the window is closing fast. We have resources that can help with this, so reach out to B2B CFO® and see how we can...
The Ultimate Small Business Playbook

The Ultimate Small Business Playbook

  The Ultimate Small Business Playbook is a collection of tips and ideas from B2B CFOs. With over 70 pages, this book is a great tool for any small business Ultimate Small Business...
Top 10 Ways Employees Steal from Their Employers

Top 10 Ways Employees Steal from Their Employers

  In B2B CFO®’s latest E-book, you will learn the Top 10 Ways Your Employees are Stealing From You. The book is authored by Ron Baker, a CFO with over 33 years of experience. This book will show you how to protect yourself and your business from your employees. Download the E-book today and make sure that theft is not negatively affecting your bottom line. 10 Ways Employees Steal...