Jody Butera

Providing CFO services and Business Transition Services in Tucson, AZ and surrounding areas


About Jody

Jody Butera

Tucson, AZ CFO

19 Years of Experience

Direct Contact



University of Arizona, BSBA, Finance and Accounting

University of Phoenix, MBA

Certificates & Licenses:

CPA, Arizona, 1989


National Association of Women Business Owners

Arizona Small Business Association

American Institute of Certified Public Accountants

Arizona State Society of Certified Public Accountants

Contact Jody Butera 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™

Jody’s Bio

Jody has spent much of her career in healthcare, a complex industry that is a great platform for Jody to assist in any industry. She has worked in public and private health plans and insurance, private and academic physician practices, outpatient services and integrated health systems. Jody is known for exhibiting a disciplined and analytical approach to fiscal and operational management and problem resolution. Throughout her career, Jody has demonstrated success in enhancing productivity, improving operations and driving sustained business performance. Jody's expertise includes strategic planning, tax strategies, operational strategies, complex financial analysis and modeling, risk assessment and mitigation, internal controls evaluation and implementation, financial and management reporting, metrics development, cash management, governance, leadership and team development. Jody is dedicated to building effective relationships with her business owners that drive performance and to move the owners' organizations forward. Jody holds a BSBA in Accounting and Finance from the University of Arizona and an MBA from University of Phoenix. Jody has been a certified public accountant in Arizona since 1989.

Jody's background and expertise will improve your business profitability, cash flow and business value, and allow you to focus on growing your business:

Tax Strategies

  • Manage tax liability
  • Optimize retirement income streams
  • Turn business risk into a business asset

Cash Strategies

  • Billings, accounts receivable and collections
  • Banking and treasury management
  • Revenue improvement
  • Smart Cost Control

Operational Strategies

  • Process change
  • Key performance indicators
  • Leveraging technology
  • Project management
  • Staff development and training

Financial Management Strategies

  • Budget planning, preparation and monitoring
  • Cash Forecasting
  • Financial Forecasting, modeling and sensitivity analysis
  • Financial performance corrective action plans
  • Internal Controls
  • Long and short range business and strategic planning
  • Policy and Procedures
  • Timely financial statement reporting and analysis

Contact Jody (520) 528-1718


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Recent Articles

Mar 22Jody Butera

When is the Right Time to Sell?

Mar 22Jody Butera

There are so many things business owners think about on a day-to-day basis.   Everything on the list, big or little, is important to the work getting the done, the customers being satisfied, the employees giving their best,   With all of this going on, maybe you’ve never wondered about the right time to sell your  business.  This certainly wouldn’t be surprising, especially if you are years and years away from typical retirement age. If you stop a moment and consider the words, “when is the right

Oct 14Jody Butera

Do You Think You Need A CFO?

Oct 14Jody Butera
CFO Services

So many business owners wear ‘all the hats.’  While it may make sense because you know everything about your business, have you noticed that you are working in your business, instead of working on your business?  A CFO  plays a critical role as an advisor to a business owner to ensure that the business owner achieves his or her goals.  A CFO will help you focus on strategic issues and the long-term focus of your business.  Do you understand all

May 26Jody Butera

Do What’s Right, The Money Will Follow

May 26Jody Butera

When you think about success, what comes to mind? Is it how much money you have in the bank? Is it how many names are on your customer list? Is it your year-over-year growth in your business metrics? Is it how many friends you have? Is it that the family is happy and well cared for? Any and all of these examples may be your measuring stick. We all have a mission, vision and a set of values, both for

Jan 20Jody Butera

7 Last Minute Tax Saving Tips

Jan 20Jody Butera

December 28, 2015 Tax Department The year is quickly drawing to a close, but there’s still time to take steps to reduce your 2015 tax liability — you just must act by December 31: Pay your 2015 property tax bill that’s due in early 2016. Make your January 1 mortgage payment. Incur deductible medical expenses (if your deductible medical expenses for the year already exceed the applicable floor). Pay tuition for academic periods that will begin in January, February or

Jan 14Jody Butera

The Entrepreneurs Library – The Exit Strategy

Jan 14Jody Butera

In this audio clip B2B CFO® Founder Jerry Mills shares all his insights on his book, The Exit Strategy Handbook, where he reveals the best way business owners can prepare themselves for selling a business.  

Dec 16Jody Butera

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

Dec 16Jody Butera

MESA, Ariz. [November 5, 2015] – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along with sponsors and special guests will be hosted at the Scottsdale Resort and Conference Center in Scottsdale, Arizona. “We’re so