AT BAAS WE OFFER
Big-Firm Depth, Without the Big Firm.
Gain clear, reliable financials and strategic insight to help you make confident business decisions that matter.
ROOTED LOCALLY. SERVING NATIONWIDE.
- Senior CPA Leadership for Private Companies & Nonprofits
- Compliance Services Local to South Central Pennsylvania
Who we work with
01
Private & Founder-Led Companies
02
PE & ESOP-Backed Organizations
03
Non-Profits
04
Mid-Market Companies in Transition
How we engage
Virtual & Fractional Leadership
Ongoing CFO or controller leadership.
Interim Support
Leadership during transitions, departures, or vacancies.
Project Based Advisory
Audit readiness, clean-up, cash flow modeling, or special initiatives.
Annual Compliance & Reporting
Form 990 preparation and board-level financial reporting for nonprofit organizations. Audit, review, and compilation services available locally in Lancaster and South Central Pennsylvania.
Our Services
BAAS delivers CPA-led advisory and compliance services built on technical expertise and senior leadership. We serve private companies, ESOP organizations, and nonprofits — bringing financial clarity and confidence to every engagement.
CFO & Advisory services
Fractional CFO and controller leadership, technical accounting, ESOP support, and audit readiness — led by an experienced CPA with Big 4 and SEC-level technical depth.
Non-profit Services
Nonprofit fractional CFO and financial leadership nationwide. Audit, review, compilation, and Form 990 services local to Lancaster and South Central Pennsylvania — backed by Brad's 20+ years of nonprofit experience.
Where We Are Typically Brought In
Most clients reach out when something has changed — or when they realize what they have is no longer enough.
01
A CFO or controller just left — and you need experienced leadership now, not after a 90-day search.
02
An audit or review is approaching — and you are not confident the financials will hold up.
03
Your financials are unreliable — and leadership knows it. You need the technical depth to clean them up and get back on solid ground.
04
Your organization is ESOP-owned or PE-backed — and reporting needs to be airtight for ownership, lenders, and the board.
05
Your nonprofit is required to undergo an audit or review — and the financials are not ready.
What Sets Us Apart
- Senior people.
Every engagement. Led by an experienced CPA from day one. - Built for real decisions.
Complex accounting translated into insight leadership can actually use. - Work that holds up.
Technical standards built for audit, board, and peer review.. - Flexible by design.
Fractional, interim, or project-based — structured around what you need. - Operator perspective.
Brad has run a business, not just advised on them — bringing real operational insight to financial leadership.
Most firms focus on getting the numbers done. We focus on whether they hold up.
Happy Clients
The organizations we serve value the clarity, professionalism, and steady leadership we bring to their financial operations. These testimonials reflect the trust we work hard to earn every day.
Heart Water Inc. —
Jack Luchese, CFO, TX
“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.”
American Family Care — Dan Olivier, CFO, AL
“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.”
Talcott Mountain Science Center & Academy —
Jeff Martin, Executive Director, CT
“Brad’s budgeting and forecasting development and insights gave us clearer visibility and greater confidence in our financial decisions. His experience with other nonprofits added valuable perspective and helped us think beyond our own organization. He’s a true strategic partner.”
