Best Holiday Gifts for Your Clients

Best Holiday Gifts for Your Clients

by | Dec 8, 2011 | Archives

SOURCE: KPHO-TV Channel 5 (Phoenix, AZ) AUDIENCE: 416,028 DATE: 12/08/2011 HEADLINE: The best holiday gifts for your clients The best holiday gifts for your clients Updated: Dec 5, 2011 04:01 PM EST You probably wouldn’t give everyone in your family the same gift, so why would you choose the same gift for each of your clients?  Here’s a trending story from Inc.com – featuring B2B CFO Partner Wendy Nelson. By: Marla Tabaka With the economy still in recovery, many small business owners are trying to decide whether they should give gifts to clients, what they should buy, and when they should send the gift so it stands out above the rest. Sometimes a simple, yet personalized, card is an appropriate solution to your budget woes. If you have a little more money to spend there is always the standard gift basket. But is “standard” really good enough for your best customers? “When choosing a holiday gift for clients, it is important to be thoughtful,” says Laurence Briggs, president and CEO of Republic of Texas Company Store. “When customers use our corporate gifting concierge service to add personalized touches to gifts, we always ask them to give us more information about their client. What holiday do they celebrate? What are their hobbies and interests? What is their industry?” Briggs reminds us that it is important to show your clients that you care by paying attention to the details. “You would be surprised to learn how many people who celebrate Hanukkah receive Christmas cards from their clients,” he says. That’s certainly not a good way to demonstrate your attention of detail...
Jerry Mills: Breakthrough CFO Model

Jerry Mills: Breakthrough CFO Model

by | Oct 30, 2011 | Archives

The company’s upcoming 25th anniversary and a recent string of awards are solid validation of the pioneering concept on which Jerry Mills, founder and chief executive officer of Phoenix-based B2B CFO, founded his company. By Alison Stanton| October 31, 2011 The company’s upcoming 25th anniversary and a recent string of awards are solid validation of the pioneering concept on which Jerry Mills, founder and chief executive officer of Phoenix-based B2B CFO, founded his company. Back in the mid-1980s, while he was a manager with Arthur Andersen & Company, Mills came up with the idea of creating a company that would provide CFO services to small and mid-market companies, offering business owners solutions that would help improve any cash flow issues as well as the overall organization of the company. To support his theories, Mills developed a model of micro- and macro-economics that looked at the concept of “typical consulting” as it related to the point of diminishing marginal returns. His idea was to help alleviate the stress levels of business owners while simultaneously improving their sales and profits through the services of a part-time CFO. But when he pitched the concept of CFO services to his co-workers, he recalls, they weren’t as excited about it as he was. “It just wasn’t what they did at Arthur Andersen,” Mills says. “They concentrated mainly on audits and tax returns, and so this just didn’t fit in with the type of work that they did.” Undaunted, Mills decided to launch his own company based on his theories and research. “I thought it was a great idea, so I did it solely on...