Strategic Client Advisory Services
Specializing in nonprofits, construction companies, law firms, government entities, and service-based organizations with complex financial needs.
How We Help
Fractional CFO
Executive-level financial leadership
FP&A / Forecasting
Budgets, cash flow, scenario planning
System Evaluations, Integrations & Migrations
System selection, seamless integrations, clean migrations
Controllership
Compliance, controls, and clean reporting
Back-Office Support (BPO)
AP/AR, payroll support, workflows
Transactional Accounting
Accurate books and monthly close
Financial Guidance for Complex, Growing Organizations
CBA partners with organizations where financial accuracy alone isn’t enough. Our clients operate in environments with layered compliance, cash-flow challenges, project or matter-level tracking, and high-stakes decision-making.
We bring structure, clarity, and forward-looking insight so you can move from reacting to planning, and from guessing to knowing.
What Makes CBA Different
Insight you can trust. Guidance you can act on.
Advisory-First Mindset
Every engagement is designed to support decision-making, not just compliance. We look beyond the numbers to help you understand what they mean and how they should inform your next move.
Client Specialists, Not Account Managers
You work with professionals who understand your operations, not just your ledger. We interpret financial data in context and provide proactive guidance aligned with your goals.
Industry-Specific Expertise
From construction and law to nonprofits and service-based organizations, we understand the regulatory demands, operational pressures, and reporting nuances that shape your environment.
Clarity Without Jargon
We translate financial complexity into practical insight, so leadership can act with confidence and alignment.
Client Advisory Services (CAS)
This includes evaluating, integrating, and optimizing the systems behind your financial operations, ensuring your data supports clear insight and decisive action.
Fractional CFO
Executive-level financial leadership without the full-time hire
Strategic guidance, capital planning, financial oversight, and leadership support that provide the perspective of a seasoned CFO focused on long-term health, growth, and sound decision-making.
You Gain: clarity, confidence, strategic direction
FP&A / Forecasting
Budgets, cash flow, and scenario planning
We help you see what’s coming through forecasting, KPI dashboards, and what-if analysis that transforms financial data into actionable insight and supports smarter planning.
You Gain: foresight, stability, informed decisions
System Evaluations, Integrations & Migrations
RIGHT-FIT SYSTEMS AND SEAMLESS TRANSITIONS
We evaluate your current systems, streamline integrations, and guide clean migrations so your financial operations run efficiently and support scalable growth.
You Gain: efficiency, clean data flow, scalable systems
Controllership
Compliance, controls, and clean reporting
Oversight of financial reporting, compliance (tax, HR, licensing), budgeting, internal controls, and risk mitigation to ensure accuracy, consistency, and audit-ready confidence.
You Gain: trust, compliance, operational discipline
Back-Office Support (BPO)
AP/AR, payroll support, and workflows
We streamline and manage essential financial and administrative operations, including invoicing, payables, payroll, and workflows, improving efficiency while reducing internal strain.
You Gain: efficiency, reliability, reduced friction
Transactional Accounting
Accurate books and timely monthly close
A strong foundation matters. Clean data, reconciled accounts, and dependable monthly reporting power every advisory conversation and strategic recommendation.
You Gain: accuracy, consistency, visibility
Each engagement is tailored because no two organizations are the same.
Technology That Scales With You
We partner with trusted technology and support providers to deliver smarter, more seamless client advisory services. We build the right ecosystem around your business. These partnerships allow us to integrate best-in-class tools with expert guidance, so your financial systems support clarity, compliance, and confident decision-making.
Ready for Financial Clarity?
See how strategic financial guidance can support smarter decisions.