Where Financial Intelligence Meets Purpose
ClearBridgeCFO was born from a calling to serve leaders with clarity, integrity, and excellence
Jerry Leonard, MBA, CPA
Founder & Strategic CFO
Jerry Leonard is a public-company CFO turned entrepreneur who walked away from a successful corporate career to help CEOs access the clarity they need to grow.
With deep experience in SPAC/De-SPAC transactions, SEC reporting, healthcare technology, forecasting, and finance automation, Jerry now brings world-class CFO leadership to growing companies through ClearBridgeCFO.
His mission: Transform finance from a cost center into a strategic asset that drives confident decision-making and long-term value creation.
ClearBridgeCFO is not a fractional accounting firm.
We are the financial command center that connects strategy → numbers → valuation.
Average Fractional CFO
Provides reports
Tracks performance
Shows the past
Delivers reports
ClearBridgeCFO
Drives decisions
Drives enterprise value
Predicts the future
Delivers insight + foresight
A Story of Calling, Courage, and Clarity
I didn't leave my public-company CFO role because it was easy. I left because I saw a problem I could no longer ignore.
In boardrooms, financial reviews, and growth-stage companies, I kept seeing CEOs with incredible vision — but without financial visibility. Their teams were buried in manual work. Their dashboards weren't trusted. Their decisions were based on hope, not insight.
I knew I could fix it. And I felt God calling me to step into something bigger than myself.
"ClearBridgeCFO was born from that calling — to serve leaders, to bring clarity, and to transform finance into a value-creating engine."
This company is rooted in stewardship, integrity, and purpose. We help leaders lead with wisdom, visibility, and confidence.
Every client we serve, every dashboard we build, every automation we deploy — it's all done with one goal: to help you see clearly so you can lead boldly.
Our Mission
To equip CEOs and finance teams with automation that eliminates manual chaos, insight that drives confident leadership, oversight that protects cash and strengthens operations, and clarity that fuels better decisions and stronger stewardship.
We serve leaders with the same principles that have guided us: honesty, discipline, excellence, humility, and purpose.
What We Believe
Integrity Over Convenience
We tell the truth, even when it’s uncomfortable — because leaders deserve honest insight.
Stewardship Over Shortcuts
We manage resources with care, discipline, and responsibility
Excellence Over Ego
We serve clients as if the work belongs to God, not us
Purpose Over Pressure
We let mission guide decisions, not fear or urgency
Who We Serve
CEOs & Executive Teams Who Are Ready to Level Up Their Finance Function:
Growth-Stage CEOs
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Need accurate data and real-time insight
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Need scalable finance systems
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Need a partner for cash flow, valuation, and strategic decisions
Healthcare & Telehealth Operators
Organizations balancing growth, compliance, payer complexity, and the need for automated revenue-cycle clarity.
Founder-Led Companies Preparing to Scale
Businesses getting ready for fundraising, investor diligence, expansion, or acquisition — and needing a finance engine that can keep up.
Vision-Driven CEOs
Leaders who want real-time visibility, faster insights, and confident, data-driven decision-making.
SaaS & Technology Companies
High-growth teams that need automated reporting, scalable dashboards, and driver-based forecasting.
Finance Teams & Controllers
Accounting and finance groups buried in spreadsheets, slow closes, disconnected systems, and reactive reporting.
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Need automation support
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Need BI dashboards
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Need CFO-level guidance
ClearBridgeCFO is a Business Built on Faith — Delivered With Excellence
While our foundation is faith, our work is built on:
• world-class CFO execution
• proven financial leadership
• automation systems
• forecasting expertise
• modern BI tools
• disciplined operational rigor
• clear, actionable insights
It’s faith in why we serve — and excellence in how we deliver.
Our Promise
When you work with ClearBridgeCFO, you gain more than a fractional CFO.