David L. Casebere

Providing CFO services in Phoenix, AZ and surrounding areas

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About David


David L. Casebere

Scottsdale, AZ CFO

31 Years of Experience

Direct Contact

dcasebere@b2bcfo.com

480-543-0026

Universities:

University of Utah – MBA (Finance)

Miami University – B.S. Business Administration

Certificates & Licenses:

QuickBooks ProAdvisor

Project Management Professional

Certified International Credit Professional

Organizations:

Arizona Small Business Association,

Risk Management Association,

TiE Arizona (global entrepreneurs),

Financial Executives Networking Group, Project Management Institute,

Reserve Officers Association

Contact David L. Casebere and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

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Partner Bio

Dave has 30 years of experience as a corporate finance professional helping both ’for-profit’ companies and ‘not-for-profit’ organizations achieve their goals.  He has a proven track record of iimproving profit margins, increasing cash flow, and maximizing corporate valuations for his clients.  He has hands on experience working in a wide range of industries including; manufacturing and distribution, consumer services, travel, non-profits, and insurance.  He has particular expertise in; corporate governance, financial reporting and controls, process improvement, inventory control, international credit, risk management, and government contracting.  Dave holds an MBA and a Bachelors of Science in Business Administration and is a certified QuickBooks Pro Advisor.  He is also certified as an International Credit Professional and a Project Management Professional (PMP). 

Other areas of expertise include:

   Business planning and exit strategies

   Finding and managing cash

   Working with owners, investors and other key stakeholders

   Enterprise & Manufacturing Resource Planning systems

   Quickbooks and other accounting systems

    

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Recent Blog Posts

May 9 Posted by Dave Casebere

Looking to sell your business? Consider this. . . .

May 9 Posted by Dave Casebere

Selling one’s business is easier said than done.  There are a plethora of issues that, if addressed methodically with the right team of professional advisors can greatly improve the odds of a successful sale.  If they are not addressed by the proper advisors these issues will significantly reduce the chances of success.  In fact, some of the issues will almost certainly eliminate almost any chance at all of a sale.  So, what if you, or someone you know, are looking…

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Mar 6 Posted by Dave Casebere

A bookkeeping program for small business

Mar 6 Posted by Dave Casebere

Recently the director of a business incubator asked me to speak to the entrepreneurs at his facility and to his staff on the topic of bookkeeping programs for small business.   I’m sure he was thinking in terms of accounting software programs but it was an interesting question because a software program is only the beginning of what a small, growing business should embrace in order to; record the transactions of the business, protect the interests of the entrepreneur, and help the…

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Feb 16 Posted by Dave Casebere

Is your accounting system out of control?

Feb 16 Posted by Dave Casebere

When it comes to an organization’s accounting system, many companies and non-profit organizations have become victims of their own growth and don’t realize it.   Over the years, new income and expense codes get added to the accounting system for a variety of reasons, some good and some not so good.  The result is that the accounting system grows and grows and becomes less and less useful.   In other words, it becomes bloated and loses its ability to convey information about…

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Feb 9 Posted by Dave Casebere

5 Easy Tips for Success in 2013

Feb 9 Posted by Dave Casebere

These tips focus on how to strengthen your business and become better prepared for growth.  They are really easy to implement and they can have a very big payoff.  Ready?  Here we go. Tip #1 If your accounting records for 2012 haven’t been closed out, pull out all the stops with your accounting staff and get any last minute journal entries completed. Not doing so is backing things up in your accounting department and that spells overtime and mistakes – both are expenses that…

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Jan 31 Posted by Dave Casebere

Need to grow but need capital? Here are some ideas.

Jan 31 Posted by Dave Casebere

If you own a business, it is very likely that you share a dilemma common to almost all small and mid-sized growing businesses and even many of the behemoths of the corporate world.   That is, there is never enough cash to fund all the things you want to do, things that would either make your company (or non-profit organization) more successful or that would bring the company into compliance with some law, regulation, or industry standard.  So, out of necessity,  spending…

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Dec 31 Posted by Dave Casebere

Making your own opportunities

Dec 31 Posted by Dave Casebere

Whether your fiscal year ends December 31st or on some other date and, whether you are a “For-profit” company or a “Non-profit” organization, this is the time to plan on how you, as an individual business leader, are going to make and capitalize on opportunities in the next 12 months.  Yes, it’s up to you to make it happen so here are a few thought starters.   Some may seem like they are off-the-wall but don’t discard them out of hand…

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Dec 29 Posted by Dave Casebere

2013 is going to be a great new year

Dec 29 Posted by Dave Casebere

Happy New Year I’m writing this blog on December 29th, 2012 and am looking forward to 2013 with truly a great deal of optimism despite the craziness of our politicians in Washington.  I understand where they are coming from and why it is so hard for them to reach compromise but I have the ultimate faith in the ingenuity, vision, and perseverance of the American people and of our business enterprise system.  I absolutely, positively believe the old adage that…

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Dec 1 Posted by Dave Casebere

Would you like to collect more cash in December?

Dec 1 Posted by Dave Casebere

As this year winds down to a close, business owners whose fiscal year is the same as the calendar year have a number of things to do in preparation for year-end close.  One of those things is to ensure that enough cash is collected from receivable customers during the month to keep cash flow positive.   So the question “Wanna collect more cash in December?” is a good one.  Read on. . . Of course you do but December is typically the month in…

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Oct 31 Posted by Dave Casebere

Leadership in your company

Oct 31 Posted by Dave Casebere

I just returned from a leadership conference that was attended by leaders from around the world. During the session we heard from Dr. Annie McKee who is a best-selling business book author and advisor to top global leaders from CEOs of Fortune 50 companies to government officials. In 2005, BusinessWeek named her in their Top 100 Leaders issue as an Executive Coach. She spoke on the concept of “resonant leadership” and had a message that is profound for leaders everywhere.…

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Oct 13 Posted by Dave Casebere

Business Modeling – Why and How

Oct 13 Posted by Dave Casebere

Have you ever wondered how to quantify the impact of decisions you might want to consider for your business but just weren’t sure how to get your hands around it?   Sure, most of your day to day decisions are pretty straight forward.   For example, when a supplier’s prices go up you can respond in a variety of ways but you will first consider the pros and cons of each possible action.  Or, think about a time when a key employee…

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Oct 9 Posted by Dave Casebere

Doing business with the government

Oct 9 Posted by Dave Casebere

Did you know that over 20% of the Federal Government’s budget is spent with small business?  It’s true and, moreover that number is growing as more and more services and functions are being outsourced to private industry.   This is happening in all departments of the government.  And, similar trends can be seen with most, if not all, state governments as well because all these governmental entities are striving to cut costs in order to keep up with shrinking tax revenues. …

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Oct 8 Posted by Dave Casebere

B2B CFO® Recognized by Inc 5000 3rd year in a row

Oct 8 Posted by Dave Casebere

B2B CFO®, the nation’s largest provider of CFO services, has been named to the prestigious Inc. 5000 list of fastest growing companies in America for the third consecutive year. The annual ranking by Inc. Magazine judges US-based and privately held companies by their revenue growth.  This year’s list was ranked on the percentage in revenue increase from 2008-2011. B2B CFO®’‘s 111% growth over the three year time period earned the position on Inc.’s 2012 list. In a personalized letter congratulating…

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Oct 2 Posted by Dave Casebere

Want more cash?

Oct 2 Posted by Dave Casebere

There are definite signs of an improving economy but, as you know, there is still a great deal of uncertainty about where the economy will be this time next year.  The question of the day is this: Is your company in a position to take advantage of business and financial opportunities that are opening up?   If not, how quickly can you get there?  Read this short article to learn about a few time-tested things you can do now to improve…

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Jul 25 Posted by Dave Casebere

Factor To Success

Jul 25 Posted by Dave Casebere

Do you or someone you know have a company that needs cash NOW and has receivables on the books?  Then read this short article.  In about 2 minutes you will learn about a good way to raise cash quickly. Receivables often represent one of the biggest assets on a company’s balance sheet.  They’re often right up there, in terms of size, with inventory.  Both represent a significant amount of working capital that is tied up and unavailable to meet a…

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Jul 17 Posted by Dave Casebere

Inventory and Your Bottom Line

Jul 17 Posted by Dave Casebere

Got inventory?  It may be costing more than you think. In the next few minutes, you’ll discover how to cut those costs and put more money in your pocket. If you have inventory of any kind (parts & pieces, liquids, solids, food products, medicines & medical supplies, raw materials, goods in process, etc.) chances are good that you also have problems with that inventory that you may not even be aware of and, they’re usually expensive problems.  Those problems are…

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