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.
CFO advisory, controller services, 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
CFO · Controller · 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
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
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
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.
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
The Framework
The Financial Operating System
Five stages of financial maturity. Where you sit tells you exactly what you need next.
Shoebox
Survival
"I'll deal with the books at tax time."
Compliant but Blind
Looking back
"My books are done — but they tell me nothing."
Outsourced Controller
In Control
Clear picture
"I finally know my numbers — monthly, and on time."
Outsourced Controller
Steering
Looking forward
"I make the call before the fact, not after."
Fractional CFO
Built to Value
Enterprise value
"My finance function is an asset buyers pay for."
CFO-led engagement
Shoebox
Survival
"I'll deal with the books at tax time."
Compliant but Blind
Looking back
"My books are done — but they tell me nothing."
Outsourced Controller
In Control
Clear picture
"I finally know my numbers — monthly, and on time."
Outsourced Controller
Steering
Looking forward
"I make the call before the fact, not after."
Fractional CFO
Built to Value
Enterprise value
"My finance function is an asset buyers pay for."
CFO-led engagement
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.