CFO Advisory Services That Drive Confident Growth
You deserve more than just financial reports. With our CFO advisory services, you get real-time insights, strategic guidance, and hands-on support to help you manage cash flow, plan for growth, and make confident business decisions. Free yourself from financial uncertainty and lead your business with clarity.


How CFO Advisory Services Can Transform Your Business
Running a business means making decisions every day that affect your future. With our CFO advisory services you get a partner who helps you understand your finances, spot opportunities, and solve challenges before they become problems. We give you the clarity and confidence to lead your business forward, whether you’re managing a franchise, growing a multi-location operation, or building a team that relies on your vision.

Stay ahead of cash flow challenges and plan for growth

Make confident decisions with real-time financial insights

Get proactive support from a dedicated chief financial officer consultant
What Our CFO Advisory Services Deliver
Your business deserves more than just basic accounting. Our CFO advisory services give you the strategic insight and hands-on support you need to make smarter decisions, boost profitability, and plan for long-term success. Whether you’re running a franchise, expanding locations, or leading a fast-growing team, we’re here to help you take the next step with confidence.

Cash Flow Forecasting
See where your money is going, spot trends early, and avoid cash crunches before they happen.

Budgeting & Pricing Strategy
Build a budget that actually works for your business and develop pricing strategies that protect your margins and drive growth.

Business Health Reviews
Get a clear, honest assessment of your business’s financial strengths and weaknesses, so you can focus on what matters most.

Profitability Analysis
Understand which parts of your business generate the most profit and where you can improve for better results.

Financial Dashboard Setup
Access real-time financial data in one place, making it easy to track performance and make informed decisions.

Monthly Strategic Calls
Work directly with a chief financial officer consultant for ongoing advice, accountability, and proactive planning.
Don’t Take Our Word for It… See What Our Clients Say
Marie McCrea2024-04-09 If you are looking for a wonderful, professional, and prompt experience with an accountant, look no further. Hire Jebran & Abraham, P.C., to help with your accounting needs and taxes. There is not a simple way to express how positive my experience has been working with them. This company handled my taxes seamlessly, and made the process super easy, even when I had some difficulties. I felt reassured and confident throughout this entire process. Highly recommend working with this team for any of your accounting needs. Jose Abreu2024-03-29 Very professional Randall Nonemaker2024-03-21 I have used Charlie Jebran and Cindy Morgandale for my tax return preparation for a number of years. They are terrific: fast; efficient; and always looking out for their clients. Ken Rimer2024-03-15 Jebran & Abraham were fantastic! They really took the pressure off me after doing my own taxes for years. Deliver your documents & they do the rest with communication all along the way. I wish I would’ve went to them sooner. Complete peace of mind during tax season. Thank you! Matthew Jacobs2024-03-11 Very professional and accurate. The best around! York Basu2024-03-10 I am delighted to share my outstanding experience with Jebran & Abraham, P.C., who have been our accountants for more than 8 years now. As both a corporate entity and personally, my husband and I have had the privilege of entrusting our financial matters to their dedicated team, and the results have been nothing short of outstanding. From the moment we engaged with Tom, Virginia, and the rest of the team, we were met with professionalism, expertise, and a genuine commitment to understanding our financial needs. The team's in-depth knowledge of both corporate and personal accounting is truly impressive, and they have consistently gone above and beyond to ensure that every aspect of our financial portfolio is handled with precision and care. I wholeheartedly recommend Jebran & Abraham, P.C to anyone seeking a trusted partner for comprehensive corporate and personal accounting services. Daniel Jacobs2024-03-09 I have been using this company for years! Always professional, responsive, and helpful! I wouldn’t consider using anyone else! They do my personal taxes as well as my families business. Eleanor Hwan2024-03-09 We have been using Jebran & Abraham for many years now and have always appreciated their professionalism and attentiveness to detail. We've also referred other friends and organizations to use them also. Their timeliness, responsiveness and customer service is above and beyond. Michael ferchaw2024-03-08 Excellent accounting firm. Rita Spinosa2024-03-08 This firm answers my questions no matter how trivial they may be. I also feel the associates are up to date with the newest tax laws and are honest accountants.
Ready to Experience True Financial Clarity?
Stop guessing and start leading with confidence. Our CFO advisory services give you the strategic insight and ongoing support you need to grow your business, improve cash flow, and make smarter decisions—all year long.
Get in Touch With Jebran & Abraham, P.C.
Submit the form and let us know how we can help you.
How Our CFO Advisory Services Empower Your Business
Your time and resources are valuable. Our experienced team brings decades of hands-on financial leadership to the table, helping you navigate complex decisions, optimize cash flow, and drive sustainable growth. With Jebran & Abraham, P.C., you get more than advice—you get a partner invested in your long-term success.

Small Business Cash Flow Survival Guide
Download our Small Business Cash Flow Survival Guide and discover simple, practical steps to avoid cash shortages, reduce stress, and keep your business running smoothly.

More Than Just CFO Advisory Services
We know CFO advisory services are about helping you lead your business with clarity and confidence. That’s why we go beyond the basics, offering proactive guidance, real-time insights, and a partnership that’s invested in your long-term success.

We Tailor CFO Advisory Services to Your Business
Every business is unique. We take the time to understand your goals, challenges, and industry so our CFO advisory services deliver the right strategies for your success.

You Get Actionable Insights, Not Just Reports
Our chief financial officer consultant team provides clear dashboards and practical advice, turning your financial data into decisions you can trust.

Your Growth Is Our Priority Year-Round
We’re more than cfo consulting—we’re your strategic partner for ongoing support, proactive planning, and guidance whenever you need it most.
A Proven Process for Smarter Financial Leadership
01
Free Discovery Call
We take the time to understand your business, review your financial situation and goals.
02
Onboarding and Setup
We clean up your books, set up systems, and get everything organized for smooth operations.
03
Ongoing Support
You get reliable bookkeeping, reporting, and advisory support month after month.
04
Proactive Guidance
We provide insights and recommendations to help you plan, grow, and make confident decisions.
Advanced Technology for Smarter CFO Advisory Services
You need financial data that’s accurate, secure, and always at your fingertips. That’s why our CFO advisory services are powered by industry-leading cloud technology—including QBO, Bill Pay, Dext, ShareFile, ProSystem FX, Fathom, and Profit Sense. With these tools, you get real-time dashboards, seamless collaboration, and peace of mind knowing your information is protected and accessible whenever you need it.

Serving Businesses Across Industries – Locally & Nationwide
At Jebran & Abraham, P.C., our CFO advisory services are tailored to the unique needs of every industry we serve. Whether you run a multi-unit franchise, a growing small business, or a company in a specialized field, our team delivers the strategic expertise and support to help you stay compliant, improve profitability, and plan for long-term success.
CFO Advisory Services, Serving the Northeast and Beyond
Whether you prefer to meet in person or need virtual support, our team is here to help you wherever you do business. Jebran & Abraham, P.C. offers expert cfo advisory services from two convenient locations in Pennsylvania—and we proudly serve clients throughout the Northeast and nationwide.
Located At:
New Britain Office
350 E. Butler Avenue Suite 202, New Britain, PA 18901
Huntington Valley Office
1800 Byberry Road Suite 1402, Huntingdon Valley, PA 19006
Experience a Smarter Approach to CFO Advisory Services
Managing your business finances shouldn’t be overwhelming. With Jebran & Abraham, P.C., you get proactive guidance, clear financial insights, and a partner invested in your growth—so you can focus on leading your business with confidence.
FAQs
What do your CFO advisory services include?
Our cfo advisory services cover cash flow forecasting, budgeting and pricing strategy, business health reviews, profitability analysis, financial dashboard setup, and monthly strategic calls. For a full overview, visit our CFO & Advisory Services page.
How do CFO advisory services benefit franchise owners and multi-unit operators?
Franchise owners and operators gain tailored financial strategies, proactive cash flow management, and ongoing support. Learn more about our expertise on our Industries page.
Can you help my business improve profitability and cash flow?
Yes! Our chief financial officer consultant team will analyze your financials, identify opportunities for improvement, and provide actionable recommendations. Explore our Bookkeeping and Tax Services for more ways we support your business.
Do you offer support for businesses in highly regulated industries?
Absolutely. Our cfo consulting is designed to help you stay compliant and competitive, no matter your field. See the full range of industries we serve on our Industries page.
What’s the difference between CFO advisory services and traditional bookkeeping?
Bookkeeping focuses on accurate record-keeping, while cfo advisory services provide strategic guidance, forecasting, and financial leadership. Learn how both work together on our Bookkeeping and Tax Services page.
How do I get started with your CFO advisory services?
It’s easy to get started—simply Book A Call and our team will guide you through the next steps, including an initial business health review and needs assessment.
Can you help with mergers, acquisitions, or business transitions?
Yes, we offer Transaction Advisory Services to support you through every stage of a major business event.
What if I need help with tax planning and structuring?
We also provide Tax Planning & Business Structuring to ensure your business is set up for long-term tax efficiency.
Are your CFO advisory services available nationwide?
Yes! While our offices are in Pennsylvania, we serve clients throughout the Northeast and across the United States. Contact us for more details through our CTA (Contact Us) page.
What accounting software do you use?
We use leading platforms like QBO, Bill Pay, Dext, ShareFile, ProSystem FX, Fathom, and Profit Sense to deliver efficient, secure, and real-time financial insights. You can learn more about accounting software options on the IRS website.