James E. Bateman

Providing CFO services and Business Transition Services in California

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About Jim

James E. Bateman

Sacramento, CA CFO

34 Years of Experience

Direct Contact

jbateman@b2bcfo.com

office 916.905.5935

Universities:

University of California, Berkeley BA Economics

University of California, Berkeley MBA

Certificates & Licenses:

CPA State of California (inactive)

Organizations:

Sacramento Professional Advisors Network

Vistage

Financial Executives International

World Trade Council of Northern California

Financial Executive Networking Group

Pacific Coast Sailing Foundation

Contact Jim Bateman 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™







Jim’s Bio

Jim has over 25 years experience in financial and operations management covering a broad spectrum of industries and ownership structures in both international and domestic markets. Focusing on the fundamentals of aggressive cash management, sound management information and customer service, Jim has a proven track record of helping companies define and achieve their goals. From developing best practices in credit and collection to structuring and negotiating contracts, bank lines, leases and contracts Jim works with management, customers, vendors, partners and professionals to ensure that the company's sales and operations are well supported and its assets are protected. Jim has led operations, finance and administrative functions. He is a business minded, hands-on CFO with a collaborative leadership approach that effectively bridges the gap between the board room and field operations. Growing existing operations, developing budgets, strategic planning, integrating acquisitions, improving systems, implementing key metrics reporting systems and determining the efficacy of internal controls are areas where his cross-functional experience has accelerated progress and built value.

Contact Jim (562) 370-0125

 

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Recent Articles

Aug 15Jim Bateman

Selling A Business – Reasonable Expectations of Buyers

Aug 15Jim Bateman

Having your business in good order before presenting for sale Potential buyers are attracted to your company because it has valuable products and services and they believe that they can run the business as good as or better than you do. The price they will pay can be based on any number of factors both quantitative and qualitative. There are critically important factors that the buyer will want to know about early in the process to help them formulate an

Feb 10Jim Bateman

Finding the right business advice in Sacramento

Feb 10Jim Bateman

There is a seemingly endless supply of advice to entrepreneurs on what and how to improve your enterprise.  Some of it is insightful and very helpful and some of it, even with the best intentions, is a waste of time and money.  It is a tragedy when well-meaning advisors and open-minded business owners head down a path that leads nowhere.  So how do we avoid this waste of resources? Lessons learned from hippos making ripples on the Zambezi Oddly enough,

Jun 9Jim Bateman

Integrity, commitments and anxiety

Jun 9Jim Bateman
Integrity

Sometimes it is easy to deliver on my commitments. Sometimes it is very hard and that can generate anxiety. In one of my networking groups we have been discussing the issues of integrity, commitments and the anxiety that can arise from the conflicts caused by having too many things going on at once.  Here are some takeaways from those discussions. Integrity is not divisible or incremental.  A structure, a concept and/or a person either has integrity or it does not.

May 16Jim Bateman

Keeping it simple versus taking short cuts in changing systems

May 16Jim Bateman
Systems

Throughout my career I have been involved in many changes of systems.  The one constant has been that changing systems is a hard, painful and expensive process.  There are no reliable shortcuts. Unfortunately, I have seen way too many situations where shortcuts have been taken.  The result has lead to chaos, big cost overruns and loss of jobs for those involved. System vendors often avoid discussing the accounting aspects of their systems because that is where complexities of pulling everything

Apr 14Jim Bateman

Trusted Advisors Group of Sacramento

Apr 14Jim Bateman

As I have built my practice I have found that one of the most valuable services I provide to my clients is connecting them with the right trusted advisors. These trusted advisors  must provide the best service and value. Finding and retaining great professionals is not easy, nor is it without risk.

Jun 9Jim Bateman

Surprise Change To R&D Tax Credit Rules Is Big Help For Small Business

Jun 9Jim Bateman
Person Helping Other Person Up Puzzle Bridge

My friend Smith Miller, CEO of Strategic Tax Solutions in Sacramento sent me the following article he wrote for Forbes. Surprise Change To R&D Tax Credit Rules Is Big Help For Small Business Published Forbes 6/02/2014 @ 12:40PM It is a rare day that small and medium business owners view news from the IRS and Treasury as a good thing. Today is different – different in a big way. Today – Treasury announced regulations (TD 9666) that will allow companies

Apr 11Jim Bateman

How CFO’s work with CPA’s for better Tax Strategies

Apr 11Jim Bateman
Keys To Team Success

Business owner are not always clear on the different roles that CFO’s and CPA’s play in the development of effective tax strategies.  It probably doesn’t help that many CFO’s have the CPA designation after their name. There are two distinct and different roles. CPA’s provide the technical expertise in two specific areas – Compliance, i.e. taxes and Attest, i.e. compilations, reviews and audits of financial statements.  CPA’s are trained and certified to perform these services. Can and do they do

Oct 15Jim Bateman

Morgan Stanley Smith Barney alliance with B2B CFO®

Oct 15Jim Bateman

I am very pleased to share the following news with you regarding our alliance with Morgan Stanely Smith Barney. Morgan Stanley Smith Barney has announced a new national alliance with B2B CFO, the largest CFO services firm in the United States. This agreement provides an innovative blueprint for a coordinated effort to meet both the corporate and personal wealth management needs of privately held businesses and their owners. Morgan Stanley Smith Barney and is the exclusive alliance of its kind

Oct 15Jim Bateman

SBA’s New Program to Help Small Business Finances Contract and PO’s

Oct 15Jim Bateman

Check out the following regarding the SBA’s new program. CAPLines fact sheet CAPLines Program: Reengineered to Help Meet Working Capital Needs The new CAPLines program gives small businesses more flexibility to finance the contracts, subcontracts, and purchase orders they compete for and win – both in the public and private sector.  By addressing the short-term and cyclical working capital needs of small businesses, the revolving line of credit will help small businesses manage their cash cycle, scale up and create

Oct 15Jim Bateman

Why Small Companies Change CPA’s

Oct 15Jim Bateman

The last person a business owner wants a surprise from is their CPA. Like it or not, most business owners just want,  and  expect, their CPA’s to be quietly competent. Sure, they like good news when their CPA can provide it, but they are happiest when they know what they owe and when and the fees for services do not exceed their proposal.  Pop a big tax liability or send a bill in excess of the proposed fee and you

Oct 15Jim Bateman

Sailing Program in Long Beach for People with Intellectual Disabilities

Oct 15Jim Bateman

In 2015 the Special Olympics World Summer Games is coming to greater Los Angeles.  This will likely be the largest sporting event in the world that year bringing  thousands of people to the various venues.  Many of the aquatic events will take place in Long Beach .  Through my involvement with the Alamitos Bay Yacht Club and the United States Sailing Center Long Beach which are hosting the sailing venue , I am part of the executive committee planning the

Mar 1Jim Bateman

Barriers to Exit for Small Business

Mar 1Jim Bateman

While we normally talk about barriers to entry when looking at the value of business, we also need to recognize that there can be critical barriers to exit for the seller of a small business. These barriers to exit fall into two groups, external non-controllable and internal controllable. This purpose of this article is to help you recognize some of the major challenges to selling your business and help you focus on those controllable matters that can greatly affect the

Oct 25Jim Bateman

Issues with Equity Sharing

Oct 25Jim Bateman

Why you should never use the words “give” and “equity” in the same sentence.   Structured properly, sharing equity can be a valuable tool in attracting and retaining your management team and providing a powerful incentive for performance. It can also be an unnecessary complication with unintended consequences. Before you decide to give part of your company to someone, even if you think they have earned it, consider the following. Employees, even your senior management, seldom understand the rights and

Oct 18Jim Bateman

Overpaying Property Taxes?

Oct 18Jim Bateman

How the recession has impacted the value of your real and personal property and why you may be overpaying property taxes. There’s cost, there’s book value, there’s income tax value and there’s GAAP value.  These are all values that accountants use. You might think that property taxes are based on one of these and that accountants know how to determine the correct value for purposes of filing your property tax forms. You’d be wrong.  If you think that just because

Sep 28Jim Bateman

Jim Bateman joins Long Beach Yacht Club

Sep 28Jim Bateman

Long Beach has the best sailing conditions in Southern California and I am lucky enough to live near the beach and take full advantage of this great resource. As a active racer in Southern California I’ve enjoyed the hospitality and camaraderie of Long Beach Yacht Club for many years. In fact my very first So Cal regatta was Long Beach Race Week in 1985 which we won class honors with a great crew on a great boat  Wall Street Duck. When I

Sep 28Jim Bateman

Jim Bateman joins Provisors Long Beach

Sep 28Jim Bateman

I am pleased to announce that I have joined ProVisors Long Beach II group. This is a new group of a great institution in California.    A key role as a B2B CFO® is to help my clients find high quality professional services from attornies, banker, CPA’s, brokers, insurance, benefits, HR and systems professionals. It’s an honor to be affiliated with the members and this adds a very valuable source of  professionals that I can rely on to provide the best service to my