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Advisory / CFO Services

Advisory / CFO Services

Benefits of Our Advisory Services

  • Better financial decision-making

  • Strategic insight beyond basic reports

  • Improved profitability and cash flow planning

  • Guidance tailored to your business goals

  • Ongoing support as your business grows

Our advisory services are ideal for business owners in Ada and throughout Michigan who want clarity, strategy, and financial confidence.

FAQs – Advisory Services

What’s the difference between advisory services and bookkeeping?
Bookkeeping focuses on recording transactions. Advisory services focus on analyzing your financials and helping you make informed decisions.

Do I need advisory services if my business is small?
Many small businesses benefit from advisory support, especially during periods of growth or change.

How often do advisory meetings take place?
This depends on your needs—monthly or quarterly meetings are common.

Is advisory service customizable?
Yes. Advisory services are tailored to your business goals and challenges.

Client testimonial:

“Carolyn and Seth at CB Accounting have become integral external members of our organization since we moved our bookkeeping over to their organization. Not only do we have a high level of confidence in their ability to keep our organization's accounting current and accurate, but we also benefit from Carolyn's extensive experience in what I would call a CFO-for-hire role. We're glad to have them as partners, and I'm consistently recommending their services to other business owners and operators in my orbit. “

- Chip LaFleur, Grand Rapids, MI