CFO & Tax

Get financial clarity and fewer tax surprises. BBI pairs fractional CFO oversight with proactive, year-round tax planning—so your books stay current, cash is predictable, and decisions are driven by clear forecasts and KPIs. We keep a clean compliance calendar, prep investor-ready numbers when needed, and translate the data into next steps your team can act on.

On this page

  • Fractional CFO
  • Tax Planning & Compliance
  • Financial Strategy, Planning & Analysis
  • Capital Raising Support
  • Financial Transparency & Reporting

Fractional CFO

Get financial leadership without the full-time hire. We run your monthly close, manage cash,
and give you a simple dashboard and forecast so decisions move faster.

  • Close books monthly & reconcile accounts

  • Manage cash flow, AR/AP cadence

  • KPI dashboard & owner/board reporting

  • Rolling 12-month forecast & scenarios

Tax Planning & Compliance

Plan all year, not just at filing time. We align structure, map deductions/credits, and keep
a clean compliance calendar to reduce surprises.

  • Annual entity review & tax strategy

  • Quarterly planning & estimated tax guidance

  • Strong experience handling government audits from various divisions

  • Map deductions/credits with documentation

  • Compliance calendar & deadline reminders

Financial Strategy, Planning & Analysis

Turn numbers into decisions with budgets, forecasts, and unit economics you trust.

  • Annual budget & rolling forecast

  • Scenario modeling with drivers & sensitivities

  • KPI/OKR design; monthly variance review

Capital Raising Support

Be investor-ready with a credible story and defensible numbers.

  • Assist with investor narrative, deck & one-pager

  • Utilize established banking partnerships to advance projects.

  • Integrated 3-statement model & projections

  • Data room setup & diligence checklist

  • Term sheet review & Q&A prep (non-legal)

Financial Transparency & Reporting

Know what happened—and what to do next.

  • Monthly reporting pack: P&L, balance sheet, cash flow

  • Segment trends & dashboard updates

  • Cash, burn & covenant tracking

  • Board/owner reporting pack & review

  • Net present value analysis

Talk TO AN EXPert

I will place on His shoulders the key of the house of David
Isaiah 22:22