Fractional CFO & Strategic Advisory Services
Strategic Financial Leadership for Business Owners
Helping business owners gain financial clarity, make confident decisions, and navigate growth, leadership, and transition.
You Didn't Build Your Business to Spend Your Time Interpreting Financial Reports.
As a business grows, the financial questions become more complex.
Can we afford to hire?
Why is cash tight when we're profitable?
Which parts of the business are actually driving value?
Are we preparing for the future—or simply reacting to today?
Many owners rely on two numbers to guide important decisions:
The bank balance.
The net income.
While both are important, they rarely tell the complete story.
At Sanborn Advisory Services, we help business owners understand the financial drivers behind their business by translating financial information into meaningful insight so they can make confident decisions for what comes next.
Strategic Financial Leadership for Every Stage of Growth
Every successful business experiences transition.
Whether you're expanding operations, developing your leadership team, or preparing for an eventual exit, your financial strategy should evolve alongside your business.
We partner with owners through three common stages of transition.
Growing the Business
Build a strong financial foundation.
Turn financial information into better decisions.
Strategic Partnership
Executive financial leadership, without the full time commitment.
Fractional CFO Leadership
As businesses grow, financial complexity grows with them.
We help owners strengthen financial systems, improve reporting, and develop meaningful insights that support confident decision making.
As your business evolves, so should your financial strategy.
We become an ongoing advisor, helping you interpret financial information, evaluate opportunities, and make informed decisions with confidence.
As businesses become more complex, financial decisions require greater insight and intentional leadership.
Our Fractional CFO services provide executive-level guidance, strategic perspective, and a trusted partner to help you navigate what's next.
Typical focus:
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Cash flow and profitability strategy
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Financial forecasting
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Leadership decision support
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Banking and lender relationships
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Growth, succession, and transition planning
Typical focus:
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Financial reporting and analysis
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Cash flow visibility
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KPI dashboards
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Budgeting and forecasting
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Building financial processes
Typical focus:
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Monthly strategy conversations
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Goal tracking and accountability
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Financial insights and recommendations
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Quarterly planning sessions
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Business performance reviews
Not sure where to start?
Every business has different needs. We'll begin with a conversation, understand where you are today, and help determine the level of support that makes the most sense.
Bring clarity to the numbers.
A Relationship Driven Approach
After years spent helping lead and grow a successful healthcare practice, I experienced first hand how isolating business ownership can feel. Business owners are often required to make important decisions without timely financial insight or ongoing support.
Sanborn Advisory Services was created to fill that gap.
We provide strategic advisory and fractional CFO services that help business owners better understand performance, strengthen decision making, and create momentum throughout the year.
We believe the best outcomes happen collaboratively. Rather than replace your tax CPA, we work alongside your existing accounting and tax professionals to ensure financial decisions, reporting, and long term strategy remain aligned.
Our goal is to walk alongside leadership teams, providing clarity, responsiveness, and practical guidance so they can lead with confidence.
Strategic Insight | Collaborative Partnership | Financial Leadership | Sustainable Growth
Meet Lori Beth
Part financial advisor.
Part business operator.
Fully invested in helping business owners make confident decisions.
With experience in public accounting, business development, and healthcare practice leadership, Lori Beth Sanborn brings both financial expertise and practical operating experience to her work.
She understands that business decisions rarely happen in spreadsheets alone. Through strategic advisory and fractional CFO services, Lori Beth helps owners connect financial information to meaningful action and sustainable growth.
Her approach is collaborative, working alongside existing tax CPAs and professional advisors to create alignment between financial reporting, operations, and business strategy.
Expect thoughtful guidance, responsive communication, fewer acronyms, and support grounded in real world experience.
Who We Help
Growing Businesses
Businesses that have outgrown basic financial reporting and need strategic financial leadership.
Business Owners in Transition
Preparing for growth, succession, ownership changes, or future exit planning.
Multi-Entity Organizations
Helping owners simplify complexity, improve reporting, and strengthen decision-making.
Leadership Teams
Providing executive-level financial guidance without the cost of a full-time CFO.
We partner with business owners who understand that successful businesses never stop evolving.
Let's Start With a Conversation
Whether you're looking for strategic guidance, fractional CFO support, or stronger financial systems, we'd love to learn more about your business, where you are headed, and how we may be able to help.
Use the form below to get in touch, and we'll follow up soon.
loribeth@sanbornadvisoryservices.com
252-659-4696
Morehead City, NC
No two businesses are the same. Together we will determine the level of support that makes the most sense for where you are today and where you want to go.