Your Finance Function Should Be a Strategic Engine
Not a Cost Center
The ClearBridgeCFO Solution
The Problem
• Financial reporting is slow and manual
• Teams are buried in Excel
• Forecasts aren't driver-based
• Dashboards don't exist or aren't trusted
• Close takes 10–20 days
• Decisions rely on intuition, not insight
Automation
Eliminate manual spreadsheets and accelerate the close.
Insight
Real-time dashboards and scenario modeling to see ahead, not behind.
Oversight
CFO-level strategy tied to cash flow, valuation, and growth.
A Proven 90-Day Roadmap to Financial Intelligence
01
Discovery & Diagnostic
Weeks 1–3
A deep dive into systems, financials, KPIs, bottlenecks, and process gaps.
02
Automation & Dashboards
Weeks 4–8
Deploy CloseHub™, BI dashboards, KPI cadence, and forecasting structure.
03
CFO Oversight & Growth
Weeks 9–12
Monthly strategic reviews, scenario modeling, and value-creation alignment.
CloseHub™ — Automate Your Entire Monthly Close
Your automated month-end close system built for QuickBooks, Sage Intacct, and NetSuite users who are drowning in spreadsheets.
-
PowerQuery-driven GL/TB/AP/AR data refresh
-
Automated reconciliation templates
-
Auto-JE schedules
-
KPI-ready data flows
-
Variance analysis automation