Protea CPA & Advisory, PLLC · Raleigh, NC
The financial leadership your business deserves
Your month-end close, delivered by Business Day 10 — or that month is free.
Records to us by BD3. Financials in your hands by BD10 — every month.
Controller services, CFO advisory, and business tax — all on a fixed fee. One firm, one team, no hourly billing.
Financial Cockpit
Your books, always current
Cash Position
$0
AR Outstanding
$0
Cash Runway
0 mo
13-Week Cash Flow
Illustrative — your numbers updated monthly
0
Business Days
Guaranteed close date. Every month, in writing.
0%
Fixed Fee
No hourly billing. No surprise invoices. Ever.
0
Service Lines
Controller · CFO · Business Tax. One firm.
0
Surprise Bills
Your fee is set before work begins — always.
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
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 · 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 · 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
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. Get complete records to us by Business Day 3, and your financials are in your hands by Business Day 10 — every month. Miss it, and you don't pay for that month's close.
Live Financial Insight
Numbers that actually move your business
Most businesses wait until April to understand last year. We deliver current, accurate financials by Business Day 10 — so you make decisions when they're still decisions.
13-week rolling forecast
Always know where your cash will be — not where it was.
Budget vs. actuals
See variances before they become problems.
Close by Business Day 10
Financials in hand while decisions still matter.
Cash Flow — 6 Month View
IllustrativeFree 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
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.