What is B2B CFO?
B2B CFO describes itself as the 'Nation's Largest CFO Consulting Firm,' with a brand promise to help privately held companies 'Bridge the Gap' between where they are and where they want to be. Their model centers on strategic advisory—cash flow improvement, bank loan acquisition, profitable growth, company value enhancement, and exit planning—with a proprietary software tool called the Exit Strategy Dashboard. The firm operates a distributed network model with national reach.
Who It's For
B2B CFO targets owners of privately held companies who want strategic CFO-level thinking to improve their business—whether that means increasing cash flow, positioning for a sale, or planning an exit. Their emphasis on exit planning and company value enhancement suggests a client base that includes business owners thinking about liquidity events.
Their model is advisory-oriented: they bring strategic perspective and proprietary tools. They do not appear to offer ongoing bookkeeping, accounting, or controller services as part of their standard engagement. Companies that need someone to actually do the financial work—not just advise on it—may find this gap significant.
Services Offered
Strategic Business Advisory for privately held companies
Cash Flow Improvement
Bank Loan Preparation and Financing Support
Profitable Growth Planning
Company Value Enhancement
Strategic Planning
Exit Planning
Exit Strategy Dashboard (Patented proprietary software)
Pricing & Plans
B2B CFO does not publish pricing on their website. As a large national network with engagement-based pricing, their model likely involves custom quotes tied to scope, company size, and engagement length. You can contact them at (480) 397-0590 for a consultation. The lack of published pricing makes it difficult to assess cost-effectiveness relative to other fractional CFO options without an introductory call.
Key Strengths
Self-described as the nation's largest CFO consulting firm—a scale that brings network depth and breadth of experience
Proprietary Exit Strategy Dashboard provides a unique, patented planning tool not available from most fractional CFO firms
Strong exit and succession planning focus, valuable for business owners thinking about a future liquidity event
Emphasis on privately held companies means their frameworks are purpose-built for that context, not adapted from public company or startup models
Distributed national network means they can serve multi-location businesses
BBB accreditation adds a layer of trust and accountability
Common Criticisms
Advisory-only model—no visible bookkeeping, accounting, or controller services, meaning the underlying financial infrastructure is not covered
As a large network, the specific CFO you work with may vary significantly in experience and engagement style; consistency is harder to guarantee
Pricing is not publicly disclosed, making competitive comparison difficult
Primarily focused on strategic planning rather than operational finance management—may not suit businesses that need someone to run day-to-day finance
Distributed network model can feel less cohesive than a boutique firm with a dedicated team
Not a fit for startups or companies that need the full finance stack (accounting + controller + CFO)
How It Compares to Eagle Rock CFO
B2B CFO and Eagle Rock CFO both serve growing companies with strategic finance needs, but the scope differs. B2B CFO is primarily a strategic advisory relationship with tools to help business owners plan for exits and improve company value. Eagle Rock CFO is built as a complete, integrated finance office that includes both the day-to-day outsourced accounting services and controller services and the strategic CFO layer.
B2B CFO's proprietary Exit Strategy Dashboard is a genuinely unique tool for business owners focused on exit planning. If that is your primary concern and you already have clean books, B2B CFO could be valuable. However, if you need a partner who handles the full finance function—not just the strategic layer—Eagle Rock CFO's integrated model is more complete.
Eagle Rock CFO also differs in its target: established businesses ($5M–$50M revenue) seeking an ongoing finance office relationship, rather than owners looking for a specific exit planning tool.
Key Takeaways
- •B2B CFO is the self-described nation's largest CFO consulting firm, with a national distributed network
- •Focuses on strategic advisory—cash flow, exit planning, company value—for privately held business owners
- •Proprietary Exit Strategy Dashboard is a unique patented tool for exit planning
- •No visible bookkeeping, accounting, or controller services—advisory and strategic planning focused
- •Pricing not publicly disclosed; custom engagement-based quotes require a sales call
- •Eagle Rock CFO provides a complete, integrated finance office covering accounting through strategic CFO work
Frequently Asked Questions
Does B2B CFO offer bookkeeping or accounting services?
B2B CFO's core model is strategic advisory and CFO-level consulting. They do not appear to offer ongoing bookkeeping or accounting services as part of their standard engagement. If you need someone to manage day-to-day financial transactions and produce financial statements, you would likely need a separate accounting provider alongside B2B CFO's strategic services.
What is the Exit Strategy Dashboard?
The Exit Strategy Dashboard is B2B CFO's proprietary, patented software tool designed to help business owners plan for a future exit or liquidity event. It provides a framework for thinking through the key variables that drive company value and readiness for sale. If exit planning is a primary concern, this is a unique differentiator for B2B CFO.
How is B2B CFO priced?
B2B CFO does not publish pricing. Engagements appear to be custom-scoped based on company size, complexity, and the specific services required. Contact them at (480) 397-0590 for a custom quote. The lack of published pricing means you cannot easily compare costs without a sales conversation.
What types of companies benefit most from B2B CFO?
Privately held business owners who are thinking about growth, exit, or succession and want strategic CFO-level thinking to inform their decisions are the primary audience. The model works best for companies that already have basic financial management in place and just need a strategic partner to help them think through bigger decisions.
Is B2B CFO a fit for early-stage startups?
B2B CFO's focus on exit planning, company value enhancement, and bank loan preparation suggests a client base of more mature businesses. Early-stage startups looking for someone to help them build their financial infrastructure from scratch would likely be a poor fit. Their model assumes an existing business with financial history to analyze.
Why would I choose Eagle Rock CFO over B2B CFO?
Eagle Rock CFO provides the full finance office—accounting, controller, treasury, and CFO—under one integrated model. B2B CFO is primarily a strategic advisory relationship without the underlying accounting and bookkeeping layer. If you need a partner who runs the complete finance function on an ongoing basis, Eagle Rock CFO is purpose-built for that. If you have clean books and need a strategic advisor focused on exit planning, B2B CFO's Exit Strategy Dashboard is a unique tool worth exploring.
See our outsourced controller services and accounting services for what that includes.