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.
The team at SMG is fantastic! We've had nothing but great experiences with their entire staff. I don't know what we would do without them. They're far more to us than just the folks who do our taxes. Our primary advisor, David, is basically family at this point in the way he expresses care for us and our company. They are hands on in our business and have provided a level of expertise, knowledge, and advice that has really helped us improve our company’s performance.
- Tim C.
Wes and his team are the best and the only firm I would ever use! Whether you are a startup, new business or legacy company, their team has the technical knowledge and skills to assist you. Most importantly, they are always free after hours and on weekends - literally responsive 24x7x365! I can't say enough good things about their firm and highly recommend them!
- D. Brock
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.
We're so happy to have found the team at SMG! For years, we worked with a glorified tax preparer who billed himself as a CPA, and got ourselves into some serious cashflow and liability issues as a result. As soon as we signed on with SMG, they found ways to consolidate our debts, find financing, and set up payment plans. They're more expensive than what we were paying previously, and worth every cent. They also help give us a sense of our performance relative to our industry peers, and guidance for future growth.
- Allison K.
I have been with these guys for almost 10 years now and they never disappoint. They have grown with me overtime from my first business to now multiple businesses. They are able to come up with creative solutions to difficult problems and manage all of my business structures as well as personal finances. I highly recommend the team for your most simple to most complicated accounting needs.
- Christopher T.
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