Florida-Licensed CPA Firm · Pensacola, Florida· Serving the Gulf Coast & Wiregrass

Fractional CFO | Accounting | Tax

Financial leadership for owners making actual decisions.

Dansby CFO+ is a Florida-licensed CPA firm bringing fractional CFO advisory, accounting support, and tax preparation into one high-touch relationship for established small businesses and healthcare practices.

Direct access. Defined scope. Confidential support built around the decisions, reporting, and financial responsibilities of ownership.

Florida-Licensed CPA Firm
Owner-Focused
Operator Experience
Confidential Support

Fractional CFO Advisory

What You Get With a Fractional CFO

A disciplined advisory relationship built around access, cadence, accountability, and better decisions.

01

Direct access for strategic decision support

Guidance around cash flow, pricing, banking, acquisitions, transitions, growth, and business value when important decisions arise.

02

Quarterly in-person owner review meetings

A structured review of financial statements, cash flow, margins, follow-up items, and the decisions ahead.

03

Monthly close and management reporting

Reviewed financials, KPI notes, variance items, and cash flow visibility delivered on a consistent cadence.

04

Weekly oversight and accountability

Ongoing structure around close, payroll, AP/AR, approvals, reporting, and the responsibilities of the existing team.

05

Accounting support when needed

Bookkeeping, reconciliations, cleanup, payroll coordination, AP/AR support, and automation when gaps need to be filled.

06

Year-end planning and tax coordination

Tax preparation, estimates, tax-ready financials, owner coordination, and year-end decisions connected to the broader financial picture.


A Higher Standard of Support

More than reports. A clearer operating view.

Most businesses have accounting data. Fewer have a reliable view of cash flow, margins, performance, obligations, and the decisions that deserve attention.

Dansby CFO+ brings the reporting, oversight, accounting structure, and tax coordination into one relationship—so owners can move from reacting to information to using it.


One Relationship. Three Priorities.

Financial leadership first. Reliable infrastructure behind it.

The scope is intentionally defined around what the business needs now, with the ability to deepen support as complexity grows.

01

Primary Focus

Fractional CFO Advisory

Senior financial guidance for owners who need more visibility, accountability, and support before important decisions.

  • Cash flow forecasting
  • Budgets and KPI reporting
  • Profitability and margins
  • Banking and lender support
  • Owner compensation
  • Growth and transactions
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02

Financial Foundation

Accounting Support

A dependable close and reporting process that gives leadership information it can trust.

  • Monthly close oversight
  • Reconciliations and cleanup
  • Management reporting
  • Controls and approvals
  • Payroll and AP/AR oversight
  • Accounting process improvement
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03

Compliance + Planning

Tax Preparation

Business and owner tax work connected to year-round reporting, planning, and financial decisions.

  • Business tax returns
  • Individual owner returns
  • Estimated tax planning
  • Year-end coordination
  • Tax notices
  • Tax-ready financials
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Who We Support

Built for owners who expect more from their CPA relationship.

Established Companies

Small Businesses

For owners and leadership teams that need CFO-level guidance, stronger reporting, reliable accounting support, and coordinated tax preparation.

Small Business Advisory

Specialty Experience

Healthcare Practices

For practice owners and administrators who need financial leadership around revenue cycle, provider economics, compensation, reporting, and growth.

Healthcare Practice Advisory

Principal-Led

CPA expertise with an operator’s perspective.

Dansby CFO+ is led by Justin Dansby, CPA, with experience across public accounting, healthcare finance, business operations, financial systems, and executive decision support.

The firm is designed for direct communication, defined accountability, and practical advice—without unnecessary layers between the owner and the person responsible for the work.

Direct access to the CPA advisor
Owner-level decision support
Healthcare finance experience
Confidential, defined engagement scope

Confidential Conversation

Bring the financial side of the business into clearer focus.

Start with the business, the decisions ahead, and the level of support that would make the relationship valuable.

Start a Confidential Conversation