Fractional CFO & Accounting Advisory Services in Lancaster, PA
Senior-Led Financial Leadership
for Private Companies, ESOP-Backed Organizations & Mid-Market Operators
When your organization faces a financial leadership gap, a complex accounting challenge, or a critical transition, you need an experienced CPA with the technical depth to handle it from day one. BAAS delivers senior-level fractional CFO and advisory services personally, with experience across private, PE-backed, and ESOP organizations. Our work is built for audit, board, and ownership-level review — because that is the standard we hold ourselves to on every engagement.
When Organizations Call Us
01
A CFO or controller departed — and the organization needs experienced coverage before the next board meeting or audit cycle.
02
The books are a mess — years of deferred clean-up, inconsistent policies, or a prior team that did not have the technical depth to get it right.
03
An audit is approaching — and leadership is not confident the financials are ready.
04
The company is ESOP-owned or PE-backed — and reporting, controls, and documentation need to meet what ownership and lenders expect.
05
The organization has outgrown its current support — and needs an advisor who can operate at both the technical accounting and strategic finance level.
Our Services
Here's how we can help.
Fractional CFO and Controller Leadership
Interim CFO or Controller Support
Leadership during transitions, staffing gaps, or periods of increased complexity.
Financial Clean-Up, Catch-Up, and Remediation
Technical Accounting and US GAAP Support
Audit Preparation, Coordination, and Support
Financial Modeling, Cash Forecasting, and Board Reporting
ESOP Accounting and Reporting Support
Bookkeeping and QuickBooks Online Support
Ongoing transactional accounting delivered by a dedicated QBO specialist, overseen by Brad to ensure the books support audit-ready reporting.
Bundled Service Note: Business tax preparation is also available to BAAS fractional CFO and advisory clients as part of an integrated engagement.
Who this is for
- Private and founder-led companies navigating growth, transition, or complexity
- PE and ESOP-backed organizations needing financial rigor and reporting discipline
- Mid-market companies between CFO hires or outgrowing their current support
- Organizations facing audits, clean-up projects, or technical accounting challenges
Why Senior CPA, Not a Mid-Size Firm?
Most regional CPA firms can offer fractional CFO services. What they cannot offer is the senior-CPA-personally-delivered model that defines BAAS. The difference matters when the work is complex, the timeline is real, and the stakes are visible.
One Senior CPA, Start to Finish
When you hire BAAS, you work with Brad. Not a senior associate assigned to your account. Not a rotating team that changes when a manager leaves the firm. The CPA who took your first call is the CPA building your forecasts, leading your audit, and presenting to your board.
Big-Firm Technical Depth, Without Big-Firm Overhead
20+ years across Big 4 firms, SEC-registered companies, and complex audit engagements. The technical depth that comes from working under regulatory scrutiny — applied directly to your business, without the layered staffing model and billing structure of a regional firm.
Right-Sized for the Engagement
BAAS is intentionally not a 50-person practice. We take on a limited number of fractional CFO and advisory engagements at a time, so the work gets the attention it actually requires. If your organization needs a deeper bench than we offer — a 12-person tax team, a dedicated wealth management arm, a global audit alliance — we'll say so and refer you to the right firm. Most clients we work with want the opposite: direct senior expertise without the firm overhead.
The right answer for some organizations is a regional firm. The right answer for others is a senior CPA delivering personally. BAAS exists for the second.
How We Engage
BAAS works on a fractional, interim, or project basis — structured around what your organization needs. No long-term retainers required. Every engagement is senior-led from day one.
“Brad brought structure and clarity to our accounting and financial reporting and played a key role in leading successful audits with a large international firm. His depth of experience was especially valuable working within a private-equity-owned business.”
“Brad has been instrumental in strengthening our financial reporting and developing key accounting policies as the company matured. He also provided technical accounting support and helped lead the successful completion of three years of audits with a PCAOB-registered accounting firm.”
“Brad brought structure and clarity to our accounting and financial reporting and played a key role in leading successful audits with a large international firm. His depth of experience was especially valuable working within a private-equity-owned business.”
“Brad has been instrumental in strengthening our financial reporting and developing key accounting policies as the company matured. He also provided technical accounting support and helped lead the successful completion of three years of audits with a PCAOB-registered accounting firm.”
