Our Leadership & Approach
Advisory-Led. Thoughtfully Grounded. Built on Trust.
We begin by taking the time to understand you, your organization, and what truly matters to you as a leader. That understanding shapes everything that follows. Our role is to help you see your financial picture clearly, connect the dots, and make informed decisions with confidence.
Through Client Advisory Services, we partner with organizations that operate in complex environments and need more than transactional support. We bring structure, insight, and steady guidance so financial information becomes a tool for planning, not just reporting.
Our team brings deep experience supporting nonprofits, government agencies, law firms, construction companies, and service-based organizations. We combine critical analysis with practical solutions to uncover trends, identify opportunities, and strengthen the systems that support growth, efficiency, and long-term sustainability.
What sets CBA apart is our ability to meet clients where they are. We understand the realities of day-to-day operations, fund and project-based accounting, compliance demands, and the need for accurate, accessible data. From foundational systems to strategic oversight, we ensure your financial environment supports clarity, stability, and confident leadership.
Our Leadership Team
CBA is led by an experienced, all-female leadership team grounded in expertise, collaboration, and thoughtful advisory guidance. Together, we bring clarity to complexity and help organizations move forward with confidence.
Leadership Perspective
“Financial clarity should create confidence, not confusion.”
Connect with Karen on LinkedIn.
Karen Zuppa
Advanced CNAP, Founder & President
Karen Zuppa is the Founder and President of CBA and has spent more than 30 years guiding organizations through growth, change, and financial complexity. She leads the firm with an advisory-first mindset, ensuring that every engagement moves beyond reporting into strategic insight.
As an outsourced CFO, Karen works directly with leadership teams to connect financial data to long-term direction. Her work includes strategic planning, cash flow forecasting, capital and funding strategy, and executive-level financial guidance. She helps organizations shift from reactive decision-making to intentional, forward-looking leadership.
Karen also specializes in complex system migrations and integrations, aligning platforms, workflows, and reporting with operational realities. Her approach blends technical expertise with clear communication and steady leadership.
An Advanced Certified Nonprofit Accounting Professional and Advanced Certified Intuit ProAdvisor, Karen is known for her clarity, warmth, and practical problem-solving. She actively mentors the CBA team and cultivates a culture rooted in trust, accountability, and shared purpose.
Leadership Perspective
“Strong financial reporting creates strong leadership decisions.”
Connect with Becky on LinkedIn.
Becky Ashcraft
Director of Accounting
Becky Ashcraft serves as Director of Accounting at CBA, bringing more than 15 years of experience across private industry, financial services, and government environments. Her broad background gives her a strong command of complex accounting systems, reporting structures, and financial operations.
A key member of the CBA team for over a decade, Becky plays an essential role in supporting both clients and internal staff. She provides technical guidance, oversees accounting processes, and helps ensure financial reporting is accurate, consistent, and aligned with best practices. Known for her steady, solutions-oriented approach, Becky is often called upon to navigate complex accounting questions and bring clarity to detailed financial information.
Becky holds a Bachelor of Science in Accounting and maintains professional certifications including QuickBooks Online ProAdvisor and Advanced Certified Nonprofit Accounting Professional (CNAP). Her attention to detail and commitment to quality help reinforce CBA’s standard of reliable, high-level accounting support.
Leadership Perspective
“Strong systems create space for strong leadership.”
Connect with Roxanne on LinkedIn.
Roxanne Fitzgerald
Director of Strategic Operations
Roxanne Fitzgerald serves as Director of Strategic Operations at CBA, where she ensures that client services, internal systems, and team workflows remain aligned and forward-focused. She brings a rare ability to hold both the details and the bigger picture, helping CBA deliver a seamless, client-centered advisory experience.
Roxanne leads cross-functional initiatives that strengthen how CBA operates, from process refinement and system integration to technology evaluation and implementation. She frequently pilots new tools and platforms, ensuring they meet CBA’s standards for security, usability, and long-term scalability.
Her work sits at the intersection of structure and strategy. By aligning systems with service delivery, she helps ensure that advisory work is not only insightful, but consistent and dependable. Known for her clarity, momentum, and collaborative leadership style, Roxanne brings steadiness and intention to every initiative she guides.
See If We’re the Right Fit
Every strong advisory partnership begins with understanding.