Strategic Financial Leadership
for People-Powered Businesses
Growing a service-based company takes more than reports and reconciliations. It requires financial leadership that connects numbers to strategy, people decisions, and long-term growth.
Rockbridge CFO brings CFO-level financial insight and practical leadership to help scale confidently, strengthen margins, and make smarter decisions without the cost of a full-time CFO.
Our 3C Framework builds the financial strength that supports your people and your growth.
The Rockbridge 3C Framework
Clarity
Accurate, timely numbers you can trust.
Control
Financial structure and planning that keep your business running smoothly.
Confidence
Strategic insight that helps you make better decisions and scale intentionally.
Ways We Work Together
Rockbridge CFO offers three levels of partnership, tailored to where your business is today and where you want it to go. If you’re curious about how Rockbridge could support your business, reach out. You don’t need perfect books or financial processes to start—just the willingness to build something stronger.
Clarity
Clarity is about understanding what’s really happening in the business before decisions are made.
Best for founders who need accurate numbers, visibility, and financial stability
You gain:
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Reliable monthly financials
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Cash flow forecasting
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KPI dashboards that show what matters
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Budget development & support
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Accounting oversight & cleanup
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Email support for quick questions
Designed for foundational financial clarity.
Control
Control is about creating financial structure that keeps the business steady as complexity grows.
Best for businesses managing costs, forecasting needs, or scaling operations
Everything in Clarity, plus:
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Weekly financial guidance
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Department-level reporting
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Forecasting & Scenario planning
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Pricing & margin analysis
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Collaboration with your team
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Support for operational decisions
Designed to strengthen performance and support growth.
Confidence
Confidence comes from making decisions with a clear view of the risks, tradeoffs, and opportunities ahead.
Best for companies preparing for major growth, investment, or expansion
Everything in Control, plus:
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Executive financial insight
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Investor or board reporting
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Strategic advisory
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Pricing & growth strategy input
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System and process oversight
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Leadership support for financial decisions
Designed for founders who want a true strategic partner.
Not sure which level is right for you?
Let’s talk through your goals and build the right fit.
What You Can Expect
Most founders see meaningful improvement within the first few months, including:
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Clearer cash flow
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Better decision-making
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More confident leadership discussions
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Fewer financial surprises
Growth feels less chaotic. Decisions feel grounded. Your business finally feels manageable again.
Targeted Support When You Need It
Sometimes growth demands more specialized support. Add-on engagements are available for companies needing deeper analysis, system transitions, or strategic financial projects.
Common engagements include:
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Audit support and coordination
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Board / investor reporting
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Cash flow coaching workshops
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Financial platform transitions
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Fundraising or investor preparation
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Hiring model design
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Multi-entity consolidation
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Pricing deep dives
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Strategic retreat preparation
Add-ons are scoped after we understand your goals and timeline.
Build a stronger business with clarity, control, and confidence
No pressure. Just a conversation.
2000 PGA Blvd., Suite 4440-350
Palm Beach Gardens, FL 33408
Tel: 561.769.5526