Calm Clarity for Growing Businesses
Clear Financial Guidance for Growing Businesses
Strategic financial guidance for growing businesses who need executive level insight without a full time CFO.
Services Designed to Support Your Next Stage of Growth
Your business needs change as you grow. We provide financial guidance and leadership that help owners think strategically, strengthen operations, and make decisions with confidence.
Financial Foundations
Build a strong financial foundation.
Turn information into direction.
Strategic Advisory
Financial leadership for your next stage of growth.
Fractional CFO Support
Designed for businesses that need organized financial systems and reliable reporting to support confident decisions and future growth.
Ongoing guidance and accountability for business owners who want to move beyond reactivity and towards proactivity in their business by using rather than reviewing their financial data.
A deeper partnership for businesses seeking executive level financial guidance, proactive planning, and a trusted advisor to walk alongside leadership.
Includes:
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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 conversations
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Action- focused planning support
Includes:
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Cash flow and profitability strategy
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KPI dashboards and performance review
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Forecasting and planning support
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Leadership and decision partnership
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Ongoing financial strategy
Includes:
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Monthly bookkeeping and reconciliations
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Financial reporting
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Month-end close support
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Clean, organized financial records
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 Group 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
Industries We Serve
Hospitality & Tourism Businesses
Medical & Dental
Practices
Professional & Service Businesses
Local Trade &
Home Services Businesses
We work best with relationship driven businesses that value clarity, organization, and thoughtful support.
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.
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@sanbornadvisorygroup.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.