We bring forty years of combined Controller and operations experience to growing businesses, with tax, cash flow, and forecasting reading from one set of numbers. Your decisions get the full financial picture in front of you, not three disconnected reports.
We work with owner-operators across stages, from steady growth into transition. The questions look different at every stage. The financial discipline that answers them does not.
Revenue is climbing and the team is hiring. The financial systems that worked at three million will not carry the business to ten. We build forecasting, KPI discipline, and a finance function that scales with you.
How we help →The bank balance is steady and the P&L looks healthy, but you cannot tell which products, services, or customers actually drive your margin. We build dashboards you trust and a monthly rhythm to read them.
How we help →A sale, a partner buy-in, a capital raise, or succession is on the horizon. You need clean books, a defensible financial story, and partners who have walked owners through these conversations before.
How we help →Most owners we meet have a CPA who handles the return, a bookkeeper who closes the month, and an outside advisor on the side. Each is competent inside their lane. None is reading the whole picture, and the gaps between them are where expensive mistakes hide.
Tax decisions get made without cash flow context. Growth plans get built without forecasting. The cost is quiet but real, in margin not captured. A coordinated financial strategy closes the gap.
See the Solution
We run the financial operating layer for your business, with two partners reading the same numbers and forty years of combined Controller and operations experience behind every read. Tax, cash flow, forecasting, and reporting come together monthly, with you in the room for the decisions that matter.
Cindy is the firm’s managing partner on the financial-systems and turnaround side. She spent decades as a Controller and business consultant before co-leading SBA Accounting & Tax Solutions, with deep expertise in accounting, financial management, and operational improvement. Her track record includes turning around struggling businesses across construction, nonprofit, and manufacturing, and finding more than $750,000 in recovered revenue for clients. She’s a QuickBooks ProAdvisor known for getting books reconciled, dashboards working, and owners back in control of their numbers.
George Leddicotte is a seasoned business consultant and serial entrepreneur with a diverse background spanning the military, corporate leadership, and management consulting. As Co-Founder of SBA Accounting & Tax Solutions, he works directly with business owners to improve performance, strengthen operations, and drive profitable growth. Since launching the firm in 2009, George has helped build a full-service advisory practice focused on accounting, tax strategy, and business consulting solutions. Known for his strategic insight and hands-on approach, he is committed to helping businesses overcome challenges and achieve long-term success.
Business owners share their experience working with a fractional CFO.
SBA Accounting and Tax Solutions is the best accounting company I have ever worked with. They have helped my business successfully navigate through the COVID Pandemic and come out even stronger than before. Staff are always available to answer my questions and offer any assistance requested. I highly recommend this wonderful company.
George is very helpful, reliable & my experience with George and his team is always great!
I have been a customer of SBA Accounting for 8 years. Cindy reconciles four business bank accounts for me each month. I have found their work to be quick, reliable, and accurate, even when my data entry errors make the job more difficult. I am a very satisfied customer who highly recommends SBA Accounting & Tax Solutions.
I have been a customer for several years. It has been a pleasure to work with SBA Accounting. They are very professional and their customer service is excellent. I definitely recommend this firm!
We are so happy to have found George and Cindy at SBA Accounting & Tax Solutions to help us navigate our personal taxes but especially our business taxes when we were first starting our business. I can honestly say we couldn’t have done it without them!
I have been with SBA Accounting for over 6 years and they have been very attentive to my needs. As my business has grown they have provided suggestions to minimize the tax implications. Cindy always returns my calls and emails promptly and their customer service is excellent
Most engagements begin within a couple of weeks of the discovery call. We start with a short read of your books and current reporting, then bring real numbers into the first review with you. Urgent situations, like a pending bonding requirement or a board deadline, can move faster.
Most of our clients run owner-operated businesses in the one to ten million revenue range. That is the band where the financial complexity has outgrown a bookkeeper but a full-time CFO is not yet a fit. Engagement levels match the size of your operation.
No. Your bookkeeper keeps the books current and your CPA files the return. We sit above that work, connecting what the numbers say to the decisions on your desk this quarter, and coordinating with both of them so nothing falls between the cracks.
A consultant studies the business, hands over a deck, and moves on. We stay. We are in the monthly review, in the next-hire conversation, in the call about the new equipment lease. The work is durable financial leadership, not a one-time recommendation.
Engagements run month to month after onboarding, with the scope sized to the work in front of you. The cadence and what each engagement includes is laid out plainly. If the relationship is not producing real value for your business, you can step out.
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