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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.

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Build Real-Time Dashboards

We create dashboards that give you instant clarity.

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Strengthen Cash Flow & Forecasting

See what’s happening today and what’s coming next.

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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

Automation Foundation

“For companies struggling with manual closing, long reconciliation cycles, or inconsistent bookkeeping.”

  • CloseHub™ Setup

  • GL/TB/AP/AR automation

  • Reconciliation templates

  • Dashboard starter pack

MOST POPULAR

Financial Intelligence Engine

“For businesses needing real-time cash visibility, forecasting, KPI tracking, and deeper financial insight.”

  • Everything in Automation

  • KPI framework

  • Cash visibility dashboards

  • Driver-based forecasting

  • Monthly variance intelligence

Strategic CFO Partner

“For companies preparing for growth, fundraising, M&A, or board reporting, needing CFO-level strategy and oversight.

  • Everything in Intelligence

  • Board-ready reporting

  • Capital planning

  • Scenario modeling

  • Monthly CFO reviews

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

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The Systems We Work With

We integrate your financial systems into one unified engine

Ready to learn which package fits your business best?

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