Protea CPA & Advisory, PLLC · Raleigh, NC
The financial leadership your business deserves
Real CFO guidance only works if the books underneath it are right. We close yours by Business Day 10, then build the strategy on top.
The Foundation
Your close, delivered by Business Day 10 — or that month is free.
Financial Cockpit
Your books, always current
Cash Position
$487,250
AR Outstanding
$124,800
Cash Runway
11 mo
13-Week Cash Flow
Illustrative — your numbers updated monthly
10
Business Days
Guaranteed close date. Every month, in writing.
100%
Fixed Fee
No hourly billing. No surprise invoices. Ever.
3
Service Lines
CFO · Controller · Tax. One firm.
1
CPA, Start to Finish
Same CPA on your books and your return. No handoff.
What We Offer
Three service lines. One firm. One fixed fee.
Everything your business needs to close the books, see the future, and keep the IRS happy — no handoffs, no re-explaining.
Fixed Fee · Monthly
CFO Services
Starting at $5,000/mo
Strategic financial leadership — cash flow forecasting, KPI dashboards, and a forward-looking partner who thinks with you.
- 13-week rolling cash flow forecast
- Budget vs. actuals reporting
- KPI dashboard & reporting
- Quarterly strategic reviews
- Board-ready financial packages
Fixed Fee · Monthly
Controller Services
Starting at $2,500/mo
The financial operations your business runs on — accurate books, timely close, and a CPA who responds when you need them.
- Month-end close by Business Day 10
- Daily bank & credit card reconciliations
- Monthly P&L, balance sheet & cash flow
- AP/AR management
- Dedicated CPA access
Fixed Fee · Per Engagement
Business Tax Services
Fixed fee — quoted upfront
Business entity returns, owner individual returns, and proactive planning — by the same CPA who manages your books.
- S-Corp, C-Corp, partnership & LLC returns
- Owner 1040 — coordinated with entity return
- Proactive tax planning & strategy
- Multi-state filing
- Bundle discount for monthly clients
Beyond the Close
When it's time to buy, sell, or raise.
Exit and transaction advisory, built on the CFO relationship you already have.
Know What You're Buying
Bookkeeping vs. Controller vs. CFO
These aren't three versions of the same thing. Each answers a different question — and serves a different moment in your business.
| Bookkeeping Commodity baseline | Controller Protea operates here | Fractional CFO Protea's lead service | |
|---|---|---|---|
| Focus | Recording the past | Controlling the present | Steering the future |
| Answers | "Are the transactions recorded?" | "Can I trust these numbers — and are they on time?" | "Where are we headed, and how do we fund it?" |
| Scope | Transaction entry & categorization, bank/card reconciliation, AP/AR data entry, payroll processing | Month-end close, GAAP-basis financials, internal controls, reporting package, cash management, systems & process design | Forecasting & FP&A, budget vs. actuals, KPIs & unit economics, capital / banking & surety strategy, pricing, board- and lender-ready reporting, M&A readiness |
| You get | Clean, categorized books | Timely, reliable financials by Business Day 10 | Decisions, direction, and access to capital |
| Analogy | Keeps the score | Enforces the rules | Calls the plays |
Bookkeeping
Commodity baseline
Focus
Recording the past
Answers
"Are the transactions recorded?"
Scope
Transaction entry & categorization, bank/card reconciliation, AP/AR data entry, payroll processing
You get
Clean, categorized books
Analogy
Keeps the score
Controller
Protea operates here
Focus
Controlling the present
Answers
"Can I trust these numbers — and are they on time?"
Scope
Month-end close, GAAP-basis financials, internal controls, reporting package, cash management, systems & process design
You get
Timely, reliable financials by Business Day 10
Analogy
Enforces the rules
Fractional CFO
Protea's lead service
Focus
Steering the future
Answers
"Where are we headed, and how do we fund it?"
Scope
Forecasting & FP&A, budget vs. actuals, KPIs & unit economics, capital / banking & surety strategy, pricing, board- and lender-ready reporting, M&A readiness
You get
Decisions, direction, and access to capital
Analogy
Calls the plays
Where Tax Fits
Tax runs on top of all three
Bookkeeping, controller, and CFO work aren't tax functions — but the return depends on all three going right. Clean books make it accurate. A reliable close means it's ready on time. CFO-level decisions on entity structure, timing, and multi-state exposure are what turn tax from a filing into a strategy. Business tax sits on top of whichever layer you're already on, prepared by the same CPA who knows the numbers underneath it.
Explore Business Tax →How It Works
From month-end to financials in 10 business days
Every step mapped, every month. No chasing, no guessing when your books will close.
BD 1
Month closes
Books are locked for the prior period.
BD 3
Records due to us
You deliver any outstanding docs. We get to work.
BD 5
Reconciliations done
All accounts reconciled. First-pass P&L ready.
BD 8
Review & adjustments
Final entries, accruals, and CPA review.
BD 10
Financials delivered
Complete package in your hands. Guaranteed.
The Guarantee
Miss Business Day 10 — and that month is free.
We commit to the close date in writing. Your financials are in your hands by Business Day 10 — every month. Miss it, and you don't pay for that month's close.
Free 2-Minute Assessment
Financial Close Health Check
5 questions. Instant score. Find out whether your books are helping you make decisions — or holding you back.
Q1 / 5
Does your month-end close consistently happen by Business Day 10 or earlier?
Integrated with the tools you already use
Common Questions
Frequently Asked Questions
Answers to the most common questions we get from businesses considering Protea.
Ready to Talk?
Let's see if we're a fit
Book a free 20-minute consultation. No pitch deck, no pressure — just a real conversation about your business and whether Protea is the right financial partner.