Stop managing accounting. Start leading growth.

Most companies don’t struggle with vision — they struggle with visibility.

Month-end closes drag on. Reports are late or manual. Your team spends more time compiling numbers than analyzing them. By the time the financials are ready, it’s too late to make proactive decisions.

At ClearBridgeCFO, we change that.

✅ We automate your accounting process

✅ We deliver real-time financial clarity

✅ We surface insights that fuel growth

Automation That Frees Your Team to Lead.

Your accounting team is smart. But if they’re trapped in spreadsheets, chasing down data, or manually posting journal entries, they can’t focus on what matters.

We build a streamlined, automated financial system using tools like:

• Sage Intacct / QuickBooks Online

• LiveFlow / Cube / DataRails

• Power BI / Fathom dashboards

From bank feeds and prepaid schedules to recurring journal entries and automated reconciliations—we design a close process that works without Excel heroics.

“Close the books in days, not weeks.”

Dashboards & Reports CEOs Actually Use

Automation alone isn’t enough—you need insight.

We convert your data into dashboards that show:

• Cash runway

• Margin trends

• Revenue drivers by product / segment

• Sales pipeline conversion

• Unit economics and profitability

No more guessing. No more surprises.

“Better decisions happen when insights are visible — not buried in spreadsheets.”

Strategic Finance That Drives Growth

Once your close process is automated, your finance team shifts from reporting the past to shaping the future.

With ClearBridgeCFO, management gains:

• Forward-looking forecasts

• KPI dashboards tied to strategy

• Profitability and pricing analysis

• Cash flow projections that guide decision-making

We identify the critical strategic levers that move your business forward — and build the reporting to track them.

Your accounting team keeps the score.

We change the game.

What You Get Working With ClearBridgeCFO

Your Finance Team+ClearBridgeCFO

Knowledge of the business +Automation, dashboards, strategy

Manual close & reporting →Real-time insight and KPI visibility

Spreadsheet bottlenecks →Scalable finance infrastructure

Reactive reporting →Strategic partnership & growth clarity

When Your Finance Team Has a Bridge to Strategy, Your Business Grows because insight isn’t created by more spreadsheets — it’s created by better systems.