About Us
We offer enterprise-grade financial support for Utah's startups and small businesses.
CB Financial Services
12
Years of Finance Experience
100%
Focused on Utah businesses
Here's what usually happens. A startup founder spends all day building the product, talking to customers, putting out fires. The books get pushed to next week. Then next month. Then it's been a year and an investor wants to see financials.
Or a contractor is pulling in good revenue but can't explain why the bank account is always tight. A restaurant owner is doing payroll at midnight because that's the only time left. A seller on Amazon just got a notice from a state they've never even visited.
We started CB Financial because this keeps happening and it doesn't have to. Most of these businesses can't afford a full-time CFO, but they're past the point where doing it themselves makes sense. The gap between those two options is where we come in.
Small businesses deserve the same quality of financial support that bigger companies take for granted. The difference is we make it affordable.
Meet Cody Brantley
I spent 12 years doing finance and accounting before starting this firm. Healthcare companies mostly, doing FP&A and accounting for organizations that were growing fast and couldn't afford to get their numbers wrong. Before that, a defense contractor and an online retailer, doing everything from treasury to payroll to revenue cycle.
What I kept noticing was how much value solid finance work added to these smaller, growing companies. The right reports at the right time changed how leadership made decisions. Clean books made fundraising faster. Accurate forecasts kept them out of trouble. I wanted to bring that same level of support to businesses that couldn't afford a full finance team.
I've personally helped clients raise over $30 million. I've sat across the table from VCs and lenders and I know what they're looking for. More importantly, I know what makes them walk away. That experience is what I bring to CB Financial. I have a finance degree from Utah Valley and an MBA from Utah State. You can always reach me directly if you have any questions.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.