Advisory-Led Financial Services
Strategic Insight for Growing, Complex Organizations
CBA works with organizations where financial clarity, accountability, and structure matter. Our experience spans industries with unique compliance requirements, operational complexity, and leadership responsibility. We support leaders who need more than accurate reporting and are looking for insight they can rely on as their organizations grow and evolve.
Strong advisory work depends on strong systems. As part of our client advisory model, we evaluate the platforms and processes that support your financial operations and recommend solutions that align with your size, structure, and goals. In some cases, that means optimizing existing systems. In others, it means guiding a thoughtful transition to a platform better suited for scale, integration, and reporting clarity.
We support a trusted set of financial technologies and integrations, while remaining focused on what best serves the client. When migrations are needed, we plan and manage them carefully to minimize disruption and protect data integrity.
This approach allows us to move beyond reactive support and deliver advisory services grounded in clean data, connected systems, and clear visibility. By aligning strategy, operations, and technology, we help organizations build financial infrastructure that supports confident decision-making today and scales with what comes next.
Strategic Advisory Services
Fractional CFO Services
With Fractional CFO services, you receive executive-level financial leadership without the commitment of a full-time hire. We step in as a strategic partner to your leadership team, bringing experienced guidance that connects your financial picture to your broader goals.
You gain support with financial oversight, cash and capital planning, strategic decision-making, and leadership-level insight. We help you interpret your numbers, anticipate challenges, and evaluate opportunities with a clear, steady perspective.
This service is especially valuable when your organization is growing, changing, or facing decisions that require seasoned financial judgment.
Financial Planning & Analysis (FP&A)
Our FP&A services help you see what’s coming and plan with intention. Through forecasting and analysis, we turn your financial data into insight you can actually use.
You receive support with budgeting, cash flow forecasting, KPI dashboards, and scenario planning. We help you explore different paths forward, understand potential outcomes, and prepare for both risks and opportunities before they arise.
The result is greater visibility, fewer surprises, and a stronger foundation for informed decision-making.
System Evaluations, Integrations & Migrations
Strong financial operations depend on systems that fit your business today and can support where you are headed. We evaluate your current platforms and processes to identify gaps, inefficiencies, and opportunities for improvement.
You receive guidance on system selection, integration strategy, and data flow across your accounting and operational tools. When a transition is needed, we plan and manage migrations carefully to minimize disruption and protect data integrity.
Whether refining your current environment or moving to a new platform, we ensure your systems support accurate reporting, operational efficiency, and sustainable growth.
Operational Support Services
Our Operational Support Services give you the structure and reliability that advisory work depends on. When your systems are solid and your data is clean, you can trust the insight you’re using to lead.
Controllership Services
With Controllership services, you gain confidence in the accuracy and integrity of your financial reporting. We provide oversight that ensures your numbers are consistent, compliant, and supported by sound internal controls.
You receive guidance across financial reporting, budgeting, compliance coordination, internal controls, and risk management. We help you establish clarity around processes and responsibilities, so leadership can rely on the information being presented.
This service is particularly valuable when audits, regulatory requirements, or increased oversight are part of your environment.
Back Office Support
Our Back Office Support services help relieve the operational strain that often grows alongside an organization. We manage and streamline essential financial processes so your internal team can stay focused on what matters most.
You receive support for accounts payable and receivable, payroll processing, and financial workflows. We work to improve efficiency, reduce friction, and create consistency across daily operations.
The result is smoother processes, stronger follow-through, and fewer operational distractions.
Transactional Accounting Services
With Transactional Accounting services, you gain a reliable financial foundation you can build on. Clean data and dependable reporting are essential for clarity at every level.
We handle bookkeeping, reconciliations, and timely month-end close, ensuring your accounts are accurate and well-documented. This creates financial reports you can trust and use with confidence.
Strong transactional accounting supports every advisory conversation and planning decision that follows.
Let’s Talk About What’s Ahead
Whether you’re strengthening your foundation or planning for what’s next, we’d welcome a conversation about how our advisory and support services can help bring clarity and direction.