Committed to your success

Your Financial
Growth Partner

Gain financial control of your business and improve cash flow exponentially with my CFO-2Grow system. I am dedicated to helping businesses by listening, setting clear goals, researching options, and defining a plan and process leading you on the path to success.

About me

Delivering the Promise

I am passionate about the creative, entrepreneurial spirit of the small business owner and strive to support and lead them in achieving their financial goals. I simplify and streamline the process with a forward looking focus on growing cash flow and being a valuable partner in the strategic and operational decision process.

I have 30+ years of experience in CFO and financial leadership roles across manufacturing, distribution, service, eCommerce, B2B and D2C industries, encompassing international, Fortune 500, private equity and privately held family businesses. Over my years, I have a strong track record of being the financial voice of reason when advising on growth initiatives, forecasting, cash mangement and internal controls. With a profesional and relaxed manner, this has resulted in productive relationships with management teams, co-workers, external firms, lending institutions, and Boards of Directors. I am a CPA with an accounting degree from James Madison University and MBA from Wake Forest University.

I find great personal reward by putting this vast experience to work for the benefit of small businesses.

On a personal note, when not engrossed in your numbers, I love sports and the outdoors including hiking, backpacking, nature, and traveling with my wife, Laura. being one of 6 children raised by parents of the Great Depression, and a parent myself, within me are instilled the values of work, patience, adaptability, frugality, and flexibility.

Where can i help you

Services

With the end goal of maximizing Cash Flow, I provide the following services to get you there!

Strategy

Set long term strategy taking into consideration both the business owner’s personal and business goals.

Profitability Analysis

Identify which products/service are profitable, which are not, and balance the overall cost structure of the business.

Maximize Working Capital

Provide an understandable approach of the ongoing working capital investment needed to maximize cash flow.

KPI

Set Key Performance Indicators (KPIs) that need to be monitored to insure long term strategy success.

Business Forecasting

Provide ongoing Rolling forecasts, looking forward 12 months for risks and opportunities to promote a smooth path to success.

Financial Reporting

Manage the accounting and financial reporting function to insure quick and accurate data, GAAP compliance, meaningful management information and efficient tax preparation.

GREAT REVIEWS FOR My SERVICES

Trusted by some of the
Biggest Names

Clare Munn Picture

A Financial Brain

Ben was one of our first financial brains when we founded the company. His knowledge and ability to provide insights in a clear concise way has allowed us to build a smart financial foundation and yet allow there to be flexibility. We are based in a few countries and have global clients, so the necessity for intelligence and communication across markets has been crucial. I Couldn’t recommend him more highly.

Clare Munn

Chairman, CEO

Clare Munn Picture
Clare Munn Picture

A Reliable Support

Over the past six years at IC3D, Ben has provided steady and reliable support in his Fractional CFO role. His consistent attention to our financial details has helped maintain the order and compliance of our books, while his methodical approach to managing finances has contributed to our company’s growth and fiscal stability. Moreover, Ben's straightforward and ethical manner has made working with him an agreeable and trustworthy experience for the entire team.

Michael Cao

CEO

Michael Cao Picture
Clare Munn Picture

I Highly Recommend Him

Ben came on board to help us organize and forecast our cash flow after an influx of research grant funds were received. He has a no nonsense, logical and easy to understand approach which proved very valuable as we worked together to build assumptions, timing and "what-ifs" into our cash forecasting. He laid a strong, yet flexible, foundation from which to grow and I would highly recommend him for your Fractional CFO needs.

Erika Smith

CEO

Erika Smith Picture

Request a call back

Get your Business
on the Path to Success

I am dedicated to listening to your needs and working with you to develop the right strategy and plan on the road to financial success and cash flow maximization.

Experience icon

What is your availability for new clients?

Plus icon

My priority is providing excellent service and being available to my clients. Therefore, I keep my number of clients in line with my ability to always meet those two goals.

Portfolio icon

What is your process for taking a new client?

Plus icon

It starts with a phone call to discuss your current state of affairs, pain points and goals, and to determine if we will be a good fit for each other. This evolves to my initial analisis of your business, towards a long term working arrangement.

Work icon

What is your cost?

Plus icon

This varies by client depending on the complexity of your business and the level of support needed. I do charge an upfront fee for the initial analysis of your business, then charge a fixed monthly fee based on the ongoing scope of work. I do not charge by the hour as it is my expertise, not my time, that I provide.

Work icon

Do you only consider clients from a certain industry?

Plus icon

I am open to all business because I personally love the variety, and one of my key skills is the ability to sucessfully apply financial concepts across industries.

Work icon

What type of business have you helped?

Plus icon

Manufacturing, distribution, E-Commerce, Training & Entertainment, Bio Tech, Project Based business, Real Estate Management, etc.

Do you have questions?

I have selected some of the questions that my clients frequently ask to answer some of your doubts. Feel free to ask me any additional questions when contacting me.

Check icon

Your best option on the market.

Check icon

More than 30 years of experience.

Check icon

Recognized quality services.

Check icon

100% qualified.

Why choose me

Your Success
My Reputation

Expertise You Can Trust:

With over 30 years of experience, I am a seasoned expert in helping growing businesses double or triple their cash flow. Focusing on optimizing your strategic and operational decisions.

Passion for Small Business Success:

My passion lies in nurturing the creative, entrepreneurial spirit of small business owners. I am dedicated to supporting and leading you to achieve your financial goals.

Streamlined Financial Excellence:

CFO-2Grow, LLC simplifies and streamlines the financial process, with a forward-looking focus on optimizing cash flow, ensuring your business thrives and prospers.

Free Consultation

Full Name

E-mail

Phone

Message

Why choose me

Your Success
My Reputation

Expertise You Can Trust:

With over 30 years of experience, I am a seasoned expert in helping growing businesses double or triple their cash flow. Focusing on optimizing your strategic and operational decisions.

Passion for Small Business Success:

My passion lies in nurturing the creative, entrepreneurial spirit of small business owners. I am dedicated to supporting and leading you to achieve your financial goals.

Streamlined Financial Excellence:

CFO-2Grow, LLC simplifies and streamlines the financial process, with a forward-looking focus on optimizing cash flow, ensuring your business thrives and prospers.