
Your Strategic Finance Engine Starts Here
Automation + Insight + Oversight for growth-minded CEOs
Our Transformative Solutions

Get the visibility, automation, and strategic oversight your company needs to scale—without financial blind spots.
Most CEOs don’t struggle with vision—they struggle with visibility.
ClearBridgeCFO bridges that gap by transforming manual, spreadsheet-driven finance functions into automated, insight-driven engines. We deliver real-time dashboards, automated close processes, and strategic CFO guidance so you can lead with confidence and make faster, smarter decisions.

Automate Your Month-End Close
Reduce manual work, eliminate errors, and shorten your close cycle.

Build Real-Time Dashboards
We create dashboards that give you instant clarity.

Strengthen Cash Flow & Forecasting
See what’s happening today and what’s coming next.

Get CFO-Level Strategic Guidance
Turn your numbers into decisions that strengthen profitability and valuation.
Service Packages
Choose the level of support that fits your needs
A Proven 90-Day Roadmap to Financial Intelligence
01
Discovery & Diagnostic
Weeks 1–3
-
Deep dive into current systems and processes
-
Identify KPIs and bottlenecks
-
Map current financial workflows
-
Define improvement roadmap
02
Automation & Dashboards
Weeks 4–8
-
Deploy CloseHub™ automation system
-
Build BI dashboards for real-time visibility
-
Establish KPI reporting cadence
-
Implement forecasting framework
03
CFO Oversight & Growth
Weeks 9–12
-
Monthly strategic financial reviews
-
Scenario modeling and what-if analysis
-
Value-creation planning
-
Ongoing strategic partnership

The Systems We Work With
We integrate your financial systems into one unified engine
