Accounting Partnership Strategy

CFO-LEVEL SUPPORT

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YOUR FINANCIAL PARTNER

Strategic Accounting, On-Demand—No Full-Time Hire Needed

Imagine having a finance department in your corner—without the cost or complexity of building an in-house team. That’s the experience you get with Cannon & Brown’s Accounting Partnership Strategy. Acting as your virtual CFO and strategic financial partner, we go far beyond bookkeeping to provide deep insight, planning, and hands-on support for every major business decision. Our seasoned CPAs help Oklahoma businesses navigate growth, manage risk, and boost profitability, all while freeing you to focus on what you do best. When you’re ready for a true financial co-pilot, not just a vendor, this is your next step.

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ALL-IN-ONE CFO SERVICE

What’s Included With Our Partnership Strategy

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Monthly/Quarterly Strategy Meetings
In-depth sessions to review performance, spot opportunities, and tackle challenges before they become problems.

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Budgeting & Forecasting
Collaborative planning to set budgets, monitor cash flow, and build realistic, actionable projections.

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KPI Tracking & Advisory
Define financial targets and track key metrics that drive profitability and growth.

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Tax & Compliance Oversight
Proactive monitoring to keep filings, deadlines, and changing rules under control—no more compliance surprises.

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Unlimited Consultations
Ask any question, any time—direct access to your CPA partner by phone or email whenever you need advice.

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Coordination with Other Advisors
We work with your banker, attorney, and other professionals to make sure all aspects of your business are aligned.

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Full-Service Accounting Department
Get as much or as little hands-on help as you need—from daily transactions to executive-level strategy.


DESIGNED FOR GROWING BUSINESSES

Is a Fractional CFO Right for You?

Our partnership strategy is ideal for established small businesses facing growth or complexity. If your financial questions have outgrown “just the books,” or you want data-driven guidance without the burden of a six-figure salary, this is for you. Owners who want to focus on running their business—while knowing every decision is backed by expert analysis and a financial roadmap—find real value here. We work with retail, contractors, professional services, family businesses, and more across Oklahoma.


STRATEGY, NOT JUST COMPLIANCE

Why Businesses Choose Cannon & Brown for Fractional CFO

  • Seasoned CPAs delivering CFO-level insight—without the full-time cost
  • Regular strategy sessions—see exactly where you stand and what’s next
  • Data-driven decisions for hiring, pricing, expansions, or investments
  • Proven results: clients often see increased profits, improved cash flow, and fewer costly mistakes
  • Total confidence in compliance and reporting—nothing falls through the cracks
  • Hands-off for you, high-touch from us: we handle the details so you stay focused on growth
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Our Partnership Service—Part of the Concierge Tier

Our Accounting Partnership Strategy is available in our highest, Concierge Partnership tier—designed for owners ready to level up and delegate financial management to an expert team.

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FRACTIONAL CFO QUESTIONS

What to Know About Our Accounting Partnership

  • What’s the difference between an outsourced/fractional CFO and a regular CPA?

    A fractional CFO provides strategic, big-picture planning and hands-on support—while a CPA typically focuses on taxes and compliance. With this service, you get both.

  • How often will we meet or communicate?

    We schedule monthly or quarterly strategy sessions, plus unlimited calls and emails whenever questions or decisions come up.

  • Is this just for large businesses?

    Not at all—many of our clients are established small businesses who want to grow smarter, not just bigger.

  • What if my needs change over time?

    Your level of service can flex with your business. We’ll adjust our involvement as you scale, with no long-term contracts required.

  • Can you help coordinate with my bank, attorney, or other advisors?

    Yes—we often act as the “hub” of your financial team, keeping everyone aligned and informed.

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