Small Business Advisory
A stronger financial function for established small businesses.
Fractional CFO advisory, accounting support, and tax preparation for owners who need clearer information, stronger oversight, and direct support before important decisions.
No obligation. Talk directly with Justin about your business and see whether there is a fit.
Prefer to write first? Send a confidential inquiry.
Beyond Basic Reports
Most owners do not need more data. They need a clearer view.
Revenue can grow while cash becomes tighter. Profit can move without owners understanding why. Accounting can be technically complete while leadership still lacks the information needed to act.
Dansby CFO+ brings structure to the reporting, cash flow, accounting responsibilities, tax obligations, and decisions behind the business.
The Relationship
Support aligned to the complexity of the business.
Fractional CFO Advisory
Forecasting, KPIs, profitability, banking, growth, owner compensation, and decision support.
Accounting Support
Monthly close, reconciliations, reporting, cleanup, controls, and team oversight.
Tax Preparation
Business and owner returns, estimates, notices, year-end planning, and coordination.
Growth & Transition
New entities, financing, acquisitions, ownership changes, accounting cleanup, and expansion.
Common Reasons Owners Reach Out
Important moments expose weaknesses in the financial function.
Cash feels tighter than the income statement suggests
The owner needs better working capital visibility and a forward-looking cash plan.
Reporting is late, inconsistent, or difficult to use
The close process needs stronger structure, ownership, and management reporting.
Growth is creating more financial complexity
New locations, entities, debt, people, or systems require a more disciplined finance function.
A major decision is approaching
Pricing, financing, acquisitions, partner changes, or expansion require better analysis.
The owner is too close to every accounting detail
The business needs oversight and accountability without relying on the owner for every follow-up.
Tax and accounting feel disconnected
Year-round information and owner decisions need to be better coordinated with tax preparation.
Common Questions
Small Business Advisory — Common Questions
What size business is a fractional CFO right for?
Typically established, owner-operated businesses—often roughly $2 million to $30 million in revenue—that have real financial activity, obligations, and decisions but do not need a full-time CFO. A better indicator than revenue is whether decisions are being made without a clear, timely financial picture.
How is this different from what my CPA already does?
A traditional CPA relationship often centers on year-end taxes and compliance—what already happened. Dansby CFO+ adds ongoing financial leadership: forward-looking cash flow, monthly reporting and KPIs, profitability analysis, and support for the decisions ahead, with tax coordinated inside that relationship.
How quickly does a fractional CFO make a difference?
Early work usually focuses on reliable monthly reporting and cash-flow visibility, which often clarify the picture within the first reporting cycles. Deeper improvements—profitability, controls, planning, and decision support—build over the course of the engagement.
Confidential Conversation
Build the financial support the business has outgrown.
Start with the current structure, the decisions ahead, and what ownership needs from the relationship.