If you're buried in bookkeeping, who's leading the company?
We handle your books, but that’s just the start. We bring bookkeeping, tax planning & filing, payroll, and CFO guidance together so you can see where your business stands and make smarter decisions about what comes next.
We provide bookkeeping, tax preparation, planning and filing, CFO services, and payroll for startups and small businesses.
It’s 50/50 people and software—smart tools for instant insights, expert people for strategic guidance. Both working together on your business.
Model cash flow scenarios
Know if you can afford new hires well before you make the offers.
Track company expenses in real time
Find the $2,000/month you didn’t know you were wasting.
Sleep better at tax time
Get IRS-ready books year-round that stay compliant and maximize what you keep.
Smart tools. Smarter people. Confident decisions.
Your business deserves the right foundation
Get started with compliance basics
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Bookkeeping
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Taxes
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Move from books to needle-moving insights
CFO Services
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Monthly Insights
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
- Real time balances
- Recurring expenses
- Flux insights
- New vendors
Get started with compliance basics
Your CFO will start by creating a financial model to deeply understand your business & create the foundation for your ongoing Monthly Engagement.
Bookkeeping
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Taxes
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Move from books to needle-moving insights
CFO Services
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Monthly Insights
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
- Real time balances
- Recurring expenses
- Flux insights
- New vendors
Whether you're just starting out, scaling from 2 to 20 people, or preparing for your exit — CBA Financials work for businesses at every stage
Your ambition to build something significant matters more than your current size. We work with growth-minded businesses at every stage.
Growth scenarios we support:
Starting Fresh
I have a business idea but don’t know where to begin — what entity should I form and what do I need to get started?
Securing Capital
“Investors want financial projections. How do I model different growth scenarios?”
Optimizing for Profitability
“Revenue is up 40% but profits aren’t. Where are we bleeding money?”
Planning Your Exit
“We want to sell in two years. What financial foundation do we need to build now?”
These complex questions require expertise that the average bookkeeping firm can’t provide. We've helped companies navigate everything from raising capital to valuations to international expansion.
Better business decisions with complete financial confidence.
Configure everything.
Policies, roles, approval workflows, and 1,200+ granular permissions.
Real support from real Experts.
Dedicated in-house support from accountants who’ve closed the books themselves.
Connect to your full tech stack.
100+ natively built integrations with real-time sync.
