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.
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.
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.
Start a Confidential Conversation