Services

A complete financial relationship, intentionally structured.

Fractional CFO advisory leads the relationship. Accounting support creates reliable information. Tax preparation keeps the business and its owners coordinated.

Fractional CFO | Accounting | Tax

The Service Model

Senior guidance supported by dependable execution.

Dansby CFO+ is built for businesses that need more than disconnected deliverables. Each scope is defined around the decisions, reporting cadence, accounting responsibilities, and tax obligations of the business.

Financial Leadership

Fractional CFO Advisory

Direct access to CFO-level guidance for owners and leadership teams navigating growth, cash flow, profitability, financing, ownership matters, and major decisions.

Cash flow planning and forecasting
Budgets, KPIs, and variance review
Pricing, margins, and profitability
Banking and lender support
Owner compensation and distributions
Acquisitions, transitions, and growth

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Financial Infrastructure

Accounting Support

Structured accounting oversight that produces timely, accurate information and clear accountability across the close process.

Monthly close oversight
Reconciliations and cleanup
Management reporting
Controls, approvals, and access
Payroll, AP/AR, and vendor oversight
Automation and workflow improvement

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Compliance + Planning

Tax Preparation

Business and owner tax preparation connected to year-round financial information, planning, and coordination.

Business tax returns
Individual owner returns
Estimated tax planning
Year-end coordination
Tax notices and follow-up
Tax-ready financials

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Healthcare Specialty

Practice finance requires a broader operating view.

Healthcare practice advisory extends beyond tax and bookkeeping into revenue cycle visibility, provider economics, compensation, payer performance, staffing, practice value, and growth decisions.

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How the Relationship Works

A clear process without unnecessary layers.

Step 01

Introductory Conversation

We discuss the business, current financial leadership needs, accounting structure, tax requirements, pressure points, and the decisions ahead.

Step 02

Financial Review

We identify decision priorities, reporting gaps, accounting or close issues, cash flow concerns, and immediate tax or compliance needs.

Step 03

Defined Scope

You receive a clear service plan covering the fractional CFO advisory, accounting support, and tax preparation appropriate for the business.

Start with the Business

Define the relationship around the work that matters.

A confidential conversation is the first step toward determining the right level of advisory, accounting, and tax support.

Start a Confidential Conversation