Kim Sherman, Partner B2B CFO®

Providing Strategic Business Advisory Services to owners of privately held companies

I am a B2B CFO® Partner, with an interest in helping owners of privately held businesses reach their goals, both business and personal. For over 30 years, I have been helping executives and business owners find successful business solutions to meet their needs. I provide my consulting services on an as-needed  or long-term basis. This helps privately held businesses as they benefit from my wealth of experience without the fully loaded costs of a full-time employee.

Some of the ways that I can help:

• Cashflow
• Banking relationships, line of credit, lending
• Insurance and benefits
• Inventory planning, sales and operations planning.
• Sales forecasting, income and tax planning
• Financial reporting, valuation, budgeting, cost containment
• Compliance – internal and external audits, department of labor, Sarbanes Oxley
• Systems selection and implementation – ERP, CRM, GL, Payroll, HR platforms
• Talent selection and development, competency models, performance management
• Compensation design, benchmarking, planning
• Sales incentive compensation, structure, territory mapping optimization

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