Gain the financial clarity, forecasting, and executive guidance you need to make smarter business decisions, improve profitability, and confidently grow your business.
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Financial Strategy & Planning
Align your financial strategy with your business goals.
Budgeting & Forecasting
Develop realistic budgets and forecasts for smarter planning.
Cash Flow Management
Improve cash flow visibility and maintain healthy operations.
KPI & Performance Reporting
Track meaningful metrics that drive informed decisions.
Profitability Analysis
Identify opportunities to increase margins and improve efficiency.
Business Growth Advisory
Receive strategic financial guidance to scale with confidence.
Limited Financial Visibility
Making important decisions without reliable financial data.
Unpredictable Cash Flow
Struggling to plan ahead because cash flow is inconsistent.
Growth Without Strategy
Growing your business without a clear financial plan can increase risk.
Fractional CFO Services for Growing Businesses. Gain the forecasting, financial strategy, cash-flow visibility, and executive guidance needed to improve profitability and grow with confidence — without the cost of a full-time CFO.
As your business grows, financial decisions become more complex. Without strategic financial leadership, it’s easy to lose visibility into cash flow, profitability, and future opportunities. At SMG ABA, we do more than deliver financial reports. We provide responsive, proactive guidance backed by integrity, accuracy, and accountability. Our CFO Advisory services give you executive level insights and forward looking strategies so you can make confident decisions, improve performance, and grow your business with clarity.
Fractional CFO Expertise
Top-tier financial leadership without the full-time investment.
Actionable Insights
Real-time reporting and analysis that drive better business decisions.
Trusted Partnership
We work alongside you as a true partner in your success.
Our CFO services are designed for businesses
experiencing any of the following:
Have growing revenue but inconsistent profitability.
Need forecasts or better cash-flow visibility.
Have reliable bookkeeping but need executive-level financial guidance.
Preparing for expansion, financing, or acquisition.
Not Ready to hire a full-time CFO.
Want strategic guidance to achieve long-term goals.
WHY BUSINESSES TRUST SMG ABA
10+ Years in Business
Providing trusted accounting, bookkeeping, tax, and advisory services.
1000+ Businesses Supported
Helping growing businesses build stronger financial foundations.
CPAs & Financial Professionals
Delivering proactive guidance backed by technical expertise and real-world business insight.
Geographic Reach
Supporting businesses across New York, Florida, and beyond.
Industry Expertise
Hospitality, professional services, contractors, real estate, and other growing industries.
Accounting Platforms
Proficient in leading accounting and financial management platforms.
CFO Advisory Success Story
Helped a growing business improve cash flow forecasting, implement executive-level financial reporting, and support expansion planning with greater confidence.
I have been working with Wesley for 5 or 6 years now. While I have always been satisfied with the firm’s counsel and support, I will forever be grateful to the team for its assistance in navigating the last year and a half - no doubt the most challenging of our business’ existence.
- Leon U.
What an incredible firm. They have an outstanding team and have always far surpassed my expectations. Owning a restaurant the last thing I want to think about is my accounting. Wes and the team ALWAYS make sure everything is in order and follow up with me to get what they need.
- Alfred V.
I highly recommend Greg and his entire team at SMG. They have been our accountants for 6 years, providing professional, yet personal management and advice for our business, while focusing. on our financial goals and responsibilities. They are trustworthy & knowledgeable , recognizing the importance of maintaining and growing our business . They are always available without hesitation, for consultation on any issues we might have.
- Terry T.
We have been working with them for several years and their hard work has been instrumental in the longevity of our business, especially during this last year.
- BK Info Mission
It is not often in life that find individuals, and an organization, which make you feel like you are part of their family. As far as Accounting Firms go, SMG fits the bill! Personally, I have been using Wes for my taxes since the early 2000's. As the SMG team continues to grow their team, the level of service and support I became accustomed to receiving continues to grow even stronger. My Insurance Brokerage also uses SMG on a professional level, and this is where their entire team truly shines. Each partner is always accessible, and prepared to explain various tax situations in as much detail as you can consume; no ask is too big or too small. I confidently refer SMG for all personal and professional relationships!
- Phil B.
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