Real Results. Real Transformation.
See how we've helped CEOs gain clarity and transform their finance functions
Featured Case Studies
The ClearBridgeCFO Solution
From 20-Day Close to 6-Day Close
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
The Approach
• Implemented CloseHub™ automation
• Built Power BI dashboards for real-time KPIs
• Established KPI reporting cadence
• Trained team on new workflows
The Results
70%
Faster Close
$150K
Annual Savings
100%
Accuracy
"ClearBridgeCFO transformed our finance function from a bottleneck into a strategic asset. We now have the visibility we need to make confident decisions."
SaaS Technology
Building a Finance Function from Scratch
The Challenge
Fast-growing SaaS company with $15M ARR had no formal finance function. The CEO was managing financials in spreadsheets while trying to raise Series B funding.
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No monthly close process
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No cash flow visibility
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No investor-ready financials
The Approach
We built their entire finance infrastructure in 90 days, from systems to dashboards to board reporting.
What We Built:
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CloseHub™ automated close process
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Real-time ARR and cash flow dashboards
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Driver-based financial model
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Board-ready reporting package
5
Day Close
From no process
$20M
Series B Raised
With our financials
2x
Valuation
Better metrics visibility
Healthcare Services
Preparing for Acquisition with Financial Excellence
A $40M healthcare services company needed to prepare for acquisition. Their financials were accurate but presented in a way that didn't tell the growth story effectively.
What We Did
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Restructured financial presentation for acquirers
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Built quality of earnings analysis
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Created data room documentation
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Supported due diligence process
The Outcome
$65M
Acquisition Price
25%
Above Initial Offer
60
Days to Close
"Jerry's expertise in presenting our financials strategically made all the difference. We received multiple offers above our expectations."