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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David’s 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

Mar 11Dave Casebere

How to Build Your Business Internationally

Mar 11Dave Casebere

If you are searching for new markets for your products and services, consider looking outside the borders of the U.S. as well as within.   Doing business in a foreign country is not as daunting or risky as it may seem and there are plenty of experts who can help you get started.  The opportunities are great so give it some thought. Getting Ready Before taking the plunge you will first want to make sure that your company has a well-controlled

Jan 29Dave Casebere

Exit Strategy Planning – Why & How

Jan 29Dave Casebere

Every business owner knows that he or she will exit his/her business some day and, with luck, that will be a day of their choosing with enough income from the deal to live happily ever after.  That won’t happen for most business owners who will be looking to sell their business in the next 10-12 years (and probably not even for the vast majority) because they will have failed to plan and prepare for the event. Planning to leave one’s

Oct 29Dave Casebere

Leading Edge Companies

Oct 29Dave Casebere

Is your company at the leading edge of your industry or on the way to getting there?  If so you can bask in the immense satisfaction of knowing that you have proven to the world that you are the best at whatever your company does.  But don’t take too much time patting yourself on the back.  There is a lot to be done to get and stay ahead of the pack and the race never ends, ever.  Of course, being

May 9Dave Casebere

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

May 9Dave 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

Mar 6Dave Casebere

A bookkeeping program for small business

Mar 6Dave 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

Feb 16Dave Casebere

Is your accounting system out of control?

Feb 16Dave 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

Feb 9Dave Casebere

5 Easy Tips for Success in 2013

Feb 9Dave 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

Jan 31Dave Casebere

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

Jan 31Dave 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

Dec 31Dave Casebere

Making your own opportunities

Dec 31Dave 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

Dec 29Dave Casebere

2013 is going to be a great new year

Dec 29Dave 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

Dec 1Dave Casebere

Would you like to collect more cash in December?

Dec 1Dave 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

Oct 31Dave Casebere

Leadership in your company

Oct 31Dave 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.

Oct 13Dave Casebere

Business Modeling – Why and How

Oct 13Dave 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

Oct 9Dave Casebere

Doing business with the government

Oct 9Dave 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. 

Oct 8Dave Casebere

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

Oct 8Dave 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

Oct 2Dave Casebere

Want more cash?

Oct 2Dave 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

Jul 25Dave Casebere

Factor To Success

Jul 25Dave 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

Jul 17Dave Casebere

Inventory and Your Bottom Line

Jul 17Dave 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

Jul 17Dave Casebere

Inventory Control – money in your pocket

Jul 17Dave Casebere

Recently I have been working with a few companies in a variety of industries all of whom have inventory issues. The biggest issue is that most of the business owners didn’t realize how big their issues were until we started measuring the impact on their bottom lines. It’s always an eye opener. There are two very broad categories of issues when one is talking about inventory. The first is the actual cost of maintaining and managing inventory. The 2nd is

May 12Dave Casebere

Selling a business

May 12Dave Casebere

I just had the pleasure of spending some time with a business broker and in the course of our conversation discovered that we share many of the same observations about business owners who want to sell their companies. As a B2B CFO® partner I work closely with owners to help them achieve their goals and, in general, a much higher level of success. In doing so, I perform a wide variety of things for them depending on the situation. Typically

May 8Dave Casebere

Seven tips for avoiding bankruptcy

May 8Dave Casebere

The original of the article below was published in CFO.com on October 27, 2011.  The author is Chuck Benjamin, President of Benjamin Capital Advisors.  I have made some changes so that the article more closely resembles my writing style but the substance and content are unchanged.  This is great advice for all business owners – read carefully. Companies today are trying to navigate in turbulent, troubled times and many can’t stay on course.  Between 2006 and 2010, more than 208,000 companies filed for bankruptcy, according to

Mar 12Dave Casebere

Planning – there’s no time like today!

Mar 12Dave Casebere

It is no secret that the over-arching goal of planning is to improve your odds of success. I know you’ve heard it a thousand times but as we begin a brand new year, now is a great time to take stock of where you stand with regard to your plans. Plans fall into these two broad categories each of which can be further broken down into short and long term plans. Business Personal Both are related but, the most important

Dec 10Dave Casebere

Success starts with goals

Dec 10Dave Casebere

I just got off a call with a friend who is a retired executive of a Fortune 500 company where he ended his career on their Board of Directors.  He just told me that despite the tough economy that his company just declared a 10% stock dividend along with some other nice little perks that are affordable from a very good year.  He asked me what I thought of that and after a few moments told him that I thought

Dec 5Dave Casebere

Year-end things to do

Dec 5Dave Casebere

December is typically the month in which cash collections from receivables are the lowest.  This puts added stress on business owners as they try to meet the cash needs of their company, survive the holidays and try to collect bills without being branded with the “Scrooge” image.  According to Jerry L. Mills, founder and CEO of B2B CFO®, the USA’s largest Chief Financial Officer (CFO) firm serving mid-market companies, the top and most common reasons that cash collections decrease each

Nov 30Dave Casebere

When Should you hire a CFO?

Nov 30Dave Casebere

On October 26, the New York Times published an article titled, “When Should a Small Business Hire a Finance Chief?” This piece deals primarily with growing businesses and some of the major issues they confront. I recommend this article as a good summary of the complex range of issues that all small businesses face. The article defines a number of tipping points that confront companies as they grow. But the primary issue was summarized by one business owner, who said:

Sep 21Dave Casebere

External fraud and small business

Sep 21Dave Casebere

This is the third and final segment in my three part series on fraud.  My first post on 7/19/2011 discussed the fraud triangle and the three elements that must be present for fraud to occur in any organization.  My second post on 8/22/2011 discussed a few ways in which employees steal from their employers.   This post focuses on external fraud which is perpetrated by people within a company with the intent to deceive an outside party or, that is perpetrated by outsiders who

Sep 14Dave Casebere

Never, ever say die

Sep 14Dave Casebere

Just another quick baseball story that I think you will agree is inspirational.  My wife and I are baseball fans.  She grew up in a baseball family in Baltimore and loves the Orioles.  I come from Ohio and Michigan and used to be a fan of the Reds and the Tigers.   So, now we have been in Arizona for 15 years and have become avid Diamondbacks fans.  This year has been a great one and lives up to the name of the city in which they

Aug 24Dave Casebere

Six great tips for growing your business

Aug 24Dave Casebere

I’m writing this message while at a U.S. Navy conference in San Diego focused on how small businesses can work with the Federal government.  During the first day of the conference I had the very good fortune to talk with the founders and leaders of three companies  that have been hugely successful, not just as government contactors but as good business people.  All have realized significant growth the past few years and they shared with me their secrets to success.  

Aug 22Dave Casebere

Managing your cash / blocking & tackling

Aug 22Dave Casebere

Many of us are excited that the football season is upon us. In football, blocking and tackling are fundamentals and if not executed correctly will cost you the game. In business, especially in lean times, it’s easy to get distracted and forget basic business fundamentals. So, it may be a good time to be reminded of three of the most important fundamentals to keep in the forefront of your mind. (1) Cash Is King. Manage it with the attention it

Aug 22Dave Casebere

Internal fraud schemes

Aug 22Dave Casebere

This is my second of three articles on fraud and focuses on common schemes employees use to steal from their employers. The 2010 Report to the Nations on Occupational Fraud and Abuse found that almost 90 percent of all frauds fell in the generic category of “asset misappropriation.” Not surprisingly the most common asset that is “misappropriated” is cash. No surprise there but theft can also mean stealing inventory, cash like items, fixed or other assets. You should also know

Jul 19Dave Casebere

Fraud and small business – the basics

Jul 19Dave Casebere

During my career as a finance professional, I have uncovered many cases of fraud and have learned about many others from peers, professional organizations and, professional periodicals I read.  So, you might think that nothing would surprise me any longer but it does.  The surprise is not that people think they can get away with it but that business owners think it won’t happen to them.  In fact, according to the Wall Street Journal, 31% of all business frauds nationally were

Jul 5Dave Casebere

Down but not out in Phoenix

Jul 5Dave Casebere

Last night my wife and I watched one of the most exciting comeback games we’ve seen in a long time.  The Arizona Diamondbacks were down 6- 1 to the Milwaukee Brewers early in the game when one of “our” ace pitchers, Daniel Hudson, gave up a grand slam homerun to the Brewers – and to their pitcher no less.  That was like a double whammy.  The homerun was bad enough but to give it up to a pitcher was incredible. 

Jul 1Dave Casebere

Bankers / CPAs / B2B CFOs – what’s the diff?

Jul 1Dave Casebere

In my many meetings with owners of small and mid-sized companies I am often asked what how my services differ from those of a CPA or even a banker.  It’s a common question that deserves a good answer. First let me tell you what I do as a B2B CFO partner.  In a nutshell I provide business owners with strategic and tactical financial advice about how to do three big things: (1) improve their cash flow, (2) improve profit margins,

Jun 23Dave Casebere

Payroll and HR – In-house, Outsource, or PEO?

Jun 23Dave Casebere

One of many decisions a business owner has to make is how to handle payroll and the human resources functions.   There are a number of Federal and state laws that govern these two functions.  And, complying with the laws is not optional.  So the question for most business owners is this; what is the best and most cost effective way to ensure that my company is in compliance with the law?  The following comments will shed light on the topic

Jun 7Dave Casebere

YES, You can write your own book!

Jun 7Dave Casebere

This article is a little different than my other posts but I thought you might enjoy it.  Recently I was with a group where the topic of writing one’s own book came up.   The consensus was that it would be very difficult to do and, even more diffiecult to find a publisher.  A few days later, I just happened to be with another friend,  David M. Shedd, and discovered that he had actually done just that, successfully wrote and published his own book.   It’s

Jun 2Dave Casebere

Growing your business internationally – part 4

Jun 2Dave Casebere

This is the 4th and last part of the series on “How YOU Can Grow Your Business Internationally”.  In this segment you will learn of a few great sources of information and advice that can help you get your new international business up and running quickly. Sources of help As promised at the beginning of this series of articles, the following is a list of several sources of information and advice that can help you open new markets outside the

May 31Dave Casebere

Growing your business internationally – part 3

May 31Dave Casebere

This is the 3rd article in the series on “How YOU Can Grow Your Business Internationally”.  In this segment you will learn of some things to beware of before opening a market outside the U.S. and will get some tips on key issues that should be addressed in a sales contract. A Few Notes of Caution Expanding your markets outside the United States can be a great strategy for growing your business but, as with any strategic move, it requires

May 25Dave Casebere

Growing your business internationally – part 2

May 25Dave Casebere

This is part 2 of the 4 part series on “How YOU Can Grow Your Business Internationally”.  In this segment you will get some tips on how to get started and the range of payment options that are available to you. Taking the plunge Now that you have verified that your company is “in control” of its customer credit risk, you are ready to consider expanding your sales to markets to other countries.  The U.S. Department of Commerce is a

May 20Dave Casebere

How to grow your business internationally – part 1

May 20Dave Casebere

If you are searching for new markets for the products you sell, you really should consider looking outside the borders of the United States as well as within. Doing business in a foreign country is not as daunting or risky as it may sound and there are plenty of experts who can help you find the right market(s) for your products and help you establish a safe and reliable billing process to minimize risks of customer default. In this first

May 9Dave Casebere

Two Great Strategies that can Lead to Lifetime Success

May 9Dave Casebere

Congratulations on what you’ve done with your life.  Honestly, my hat is off to you and you have my utmost respect.  Just take a moment to reflect on all you have accomplished; family, friends, career, reputation, respect, education and, maybe you’ve built a business as well.  You’ve done a lot and if you are a business owner, much of your wealth is probably tied up in the business.  The key issue for business owners, especially for baby boomers, is that

Dec 18Dave Casebere

The cloud and your bottom line

Dec 18Dave Casebere

If you, or someone you know, is looking to improve the profitability of a company and its market value, check out cloud computing.

Dec 9Dave Casebere

Four Sure Fire Ways to Kill a Project and Maybe a Company

Dec 9Dave Casebere

I’m not talking about a capital crime, of course, but in some cases it comes pretty close.  The mis-management of a project can spell disaster, especially in the world of accounting and finance.   If you have ever been involved in the conversion of an accounting system, think about how critical it was to get things done in a very definite sequence and on a tight schedule.  Missing a major deadline or activity is expensive because it usually delays subsequent activities and