Fractional CFO · Built for founders
Berba Advisory Group runs the CFO function for growth-stage businesses — closing your books, modeling your runway, and surfacing the moves that actually move the number.
Monthly Report · April 2026
Revenue
$184.2K
+12.4%
Gross Margin
58.1%
+2.1pp
Runway
14 mo
-1 mo
Trailing 12 months · Revenue
$ thousands
What we do
Engagements are sized to your stage. Most clients start with a fractional retainer and add modeling or strategic projects as they come up.
The strategic finance partner you would hire — without the full-time price tag. Cash management, capital planning, board prep, and a steady hand on the financial story.
Three-statement models you can actually drive — built around the levers that matter to your business and stress-tested against the scenarios that keep you up at night.
Monthly closes, KPI dashboards, and management reports that translate accounting output into the decisions you need to make this quarter.
For the moments that don't fit on a monthly calendar — pricing changes, M&A, capital raises, exits. Senior judgment, available when the stakes are high.
How we work
A 45-minute conversation about your business, the questions you can't answer, and where the numbers feel fuzzy. By the end, you have a written diagnosis and a fixed-fee proposal — no obligation.
In the first 30 days we connect your data, rebuild your chart of accounts if needed, and stand up the monthly close. You get a board-ready report and a live KPI dashboard you can hand to anyone.
Monthly closes, quarterly forecasts, board prep when you need it, and a standing slot on your calendar. We become the finance team you can text when something feels off.
About
Berba Advisory Group was founded on a simple observation: most growth-stage businesses don't need a full-time CFO. They need someone senior, in the weeds with their numbers, who can hold the strategic conversation with their board and the tactical conversation with their bookkeeper — without translation tax in either direction.
We bring the rigor of a corporate finance team and the speed of a single accountable partner. Every engagement runs on the same internal platform: standardized closes, a client portal for live reporting, and a documented playbook that means nothing falls through the cracks when your business gets busy.
In their words
"Within a month we had a closing rhythm, a real forecast, and answers to the board questions I had been dodging for two quarters."
Founder & CEO
Multi-location food service business
"The monthly report doesn't just summarize what happened — it tells me what to do about it. That's the part I was missing."
Operating Partner
Lower middle-market portfolio company
Quotes shown are illustrative and represent the kind of feedback we work to earn from each engagement.
Ready when you are
No deck, no pitch. Bring the questions you can\'t answer right now and we\'ll spend the time on those. You\'ll leave with a written diagnosis whether or not we work together.