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Steve K.


State College, PA

Member since:

December 19, 2012

What is your current business or business idea?

B2B CFO has been in the INC 5000 the past three years in a row and has a partnership with Morgan Stanley Smith Barney. All Partners, including myself, have over 25 years of CFO related experience. Our business model is focused on working directly for small and emerging business owners as their CFO for hire. These services include the following: * Cash flow management and forecasting * Strategic planning and business plan development * Budgeting and financial analysis * Development and reporting of key performance indicators (KPIs) * Improving the accuracy and timeliness of financial reporting * Managing the accounting team * Reengineering core business and financial processes and related internal controls * System implementations and IT project management * Debt and equity financing and restructuring * Banking, auditor and investor relations * Mergers and acquisitions * Contract review and negotiation of vendor payment terms * Cost reduction and restructuring

What is your background as an entrepreneur?

I am a CPA and an accomplished senior financial and IT executive with over 30 years of financial and IT management experience. During my exciting career, I have functioned as Chief Financial Officer (CFO), Vice President of Finance and Information Technology, Controller and Director of Finance at various companies ranging from start-ups to businesses with 60 affiliated entities and annual revenues in excess of $140 million. My experience encompasses all aspects of operational, financial and information technology management in a variety of industries. I also have extensive experience in mergers and acquisitions, which included assignments ranging from due diligence and preparing the related business plans and financial projections, raising the associated debt and equity capital to finance the transactions and the financial and operational integration of the acquisitions after closing.

What do you think you will be able to provide to the group?

Financial advice for emerging and mid-market companies.

What are you hoping to get from the group?

Networking opportunities.


I'm a Partner in State College area with B2B CFO, the World's largest CFO services firm. I serve as a trusted advisor to emerging and mid-market business owners. Our firm’s motto is “Cash. We Help you Get It.” Steve Fast introduced me to CREN.

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