When your business is ready to leverage its clean and organized financial data for strategic planning services, let our experts provide fractional CFO, Financial Planning and Analysis services.
When you’ve organized your books and set up accounting processes and financial statements, it’s time to elevate your financial planning to the next level. Our experts can help you with strategic planning, budget development, variance analysis, forecasts and projections, and more.
When you’re ready, we’ll elevate our accounting services and perform the role of a fractional CFO to help your business grow and succeed. We’ll provide monthly KPIs, reporting, budgeting, and more.
Don’t let your business become just a number at another New York accounting firm. Get the personalized attention you need with big-firm experience & boutique firm attention.
Let our experts serve as your Fractional CFO. We’ll help you grow your business and your profits.
The benefit of hiring our boutique accounting firm is we have the knowledge of the big firms but the time to give you the personal attention and tailored solutions you need.
We’ve worked in some of the nation’s top accounting firms, meaning we have the experience and knowledge from the large NYC firms - along with 10 years of auditing experience - and the dedication to provide your business with the expertise it needs.
We use the industry’s top accounting technology and software to give you accurate financial data.
Our expert CPAs will review your financial data and create a custom financial strategy to help your business grow and develop - ultimately achieving long-term success.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
Our accountants have the robust experience from working with some of the top accounting firms in the country.
Every service we offer is reviewed by an experienced CPA who will ensure it is accurate and flawless.
We use the industry’s top technology for efficient financial data gathering, reporting, and presentation.
We have more than a decade of experience in accounting and auditing, working for some of the top accounting firms.
We offer personalized solutions to help our clients meet specific business challenges and goals.
Unlike the big accounting firms, we give you the personalized attention you need to help your company succeed.
If you need services we don’t specialize in - like tax planning and tax reduction services - we have a robust list of partners who can help you!
When your business has achieved organized books and financial statements, you may be ready for more advanced accounting and financial services. We offer fractional CFO and financial planning services to help businesses grow and develop.
Our CPAs provide you with complete financial support, including monthly KPIs, reporting, budgeting, forecasts and projections, and more. We’ll give you tailored financial strategies to set you up for long-term success.
Call our accounting experts at Complete Balance Accounting & Consulting for Fractional CFO services. We will help you take your business to the next level. Get complete Financial Planning Services. Schedule a Consultation with our CPAs.
Can you help with budgeting and forecasting?
Absolutely! Budgeting and forecasting are key tools for making informed business decisions, and we’re here to help. We’ll work with you to create a realistic budget based on your goals, historical data, and industry trends. From there, we can set up forecasts to project future income, expenses, and cash flow. Regular check-ins ensure you stay on track, and we’ll adjust as needed to keep your business aligned with your financial goals. Before diving into budgeting and forecasting, we’ll make sure your accounting records are clean, caught up, and accurate to ensure we’re working with reliable data. It’s all about giving you clarity and confidence in your financial future!
Is my business ready for FP&A?
Your business is ready for FP&A services once your financial records are clean, accurate, and up to date, and you have a regular month-end close process in place. FP&A relies on reliable financial data to build meaningful budgets, forecasts, and strategic insights. If your books are still catching up, we can start by ensuring your financial records are in great shape and establish a consistent month-end close routine. Once that foundation is solid, we’ll be ready to dive into FP&A and help you plan for your business’s financial future with confidence.
What types of financial reports do you provide?
We provide a wide range of financial reports to give you a clear picture of your business’s financial health, including:
We also offer industry-specific reports and can customize reporting based on your business needs. Our goal is to deliver actionable insights tailored to your operations, so you can make confident and informed financial decisions.
Can you help with preparing financial presentations for stakeholders?
Absolutely! We can assist in creating clear, professional, and easy-to-understand financial presentations tailored to your audience—whether it's investors, board members, or internal teams. We'll help organize key financial data, highlight important insights, and present the information in a visually appealing format. Our goal is to ensure your stakeholders have a solid understanding of your financial performance and future outlook, leaving them confident in your business's direction.
How do you handle sensitive financial data?
We take the security of your financial data very seriously. All sensitive information is stored securely in a password-protected client portal, and we use trusted accounting platforms like QuickBooks Online with built-in encryption and security features. Access to your data is limited to authorized team members only, and we follow best practices for data privacy, including multi-factor authentication and regular security audits. Protecting your information isn’t just a priority—it’s a core part of how we operate.
Can you help with cash flow management and forecasting?
Absolutely. Effective cash flow management is vital for any business, and we specialize in building accurate cash flow forecasts. We’ll monitor your inflows and outflows, predict cash needs, and identify any potential shortfalls in advance. This ensures your business stays financially stable and well-prepared for growth opportunities.
How can FP&A services improve my business performance?
FP&A services provide a deeper understanding of your financial performance by analyzing trends, identifying opportunities for growth, and pinpointing areas to reduce costs. Through budgeting, forecasting, and strategic analysis, we’ll give you actionable insights to help you make data-driven decisions and improve overall financial health.
Complete Balance CPA does outstanding work Christina is efficient, knowledgeable, and incredibly professional. She helped me decode and manage my accounts with expert guidance and clear communication. Highly recommended!
