Strategic Finance Packages for Growing Service Businesses
Growing a people-powered business takes more than clean books and reports. You need financial leadership that connects your numbers to strategy, people decisions, and long-term growth.
Rockbridge CFO blends high-level financial insight with hands-on support so you can scale confidently without the cost of a full-time CFO.
Our 3C Framework builds the financial strength that supports your people and your growth.
When you work with Rockbridge, you gain:
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The clearest financial picture you’ve ever had
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Confidence in the decisions you are making
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Predictable cash flow
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Pricing and margin clarity
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Better use of your team’s time and talent
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A financial partner who understands service businesses
This is about strengthening the business you are building, not just producing reports.
Clarity
Establish a solid financial foundation
Best for founders who need accurate numbers and visibility
From $3,500/month*
You will have:
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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
Control
Optimize performance & manage growth
Best for businesses managing costs, headcount, and scaling operations
From $6,000/month*
You will have 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
Confidence
Strategic financial partnership & leadership
Best for companies preparing for larger growth, investment, or expansion
From $9,000/month*
You will have 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
* Pricing varies based on systems, team & business complexity, and scope of work
Not sure which level is right for you?
Let’s talk through your goals and build the right fit.
Our clients typically see meaningful improvement within the first 60 to 90 days, 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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Less financial stress
Targeted Support When You Need It
Sometimes growth demands more. Our strategic add-ons give you support at key moments without long-term commitment.
Add-On | Pricing | Notes |
|---|---|---|
Audit Support & Coordination | $2,000 - $6,000 | Schedules, prep materials, auditor liaison |
Board/Investor Reporting | $1,500/month | For clients with active board/investor needs (included in Momentum) |
Cash Flow Culture Workshop | $1,500 | 90-min workshop for client services or ops team on how their actions impact cash |
Financial Systems Implementation | Custom | For transitions to new systems (e.g. Business Central, Planful, QuickBooks) |
Fundraising or Investor Prep | Custom | Includes pitch deck inputs, financial narrative, investor Q&A prep |
Hiring Model Build | $3,500 - $5,000 | Headcount planning, org structure, cost modeling |
M&A/Due Diligence Support | Custom | Includes modeling, data room prep, deal support (scoped based on complexity) |
Multi-Entity Consolidation | Custom | Strategic guidance on consolidated reporting and financial structure |
Pricing Deep Dive | $2,500 - $4,000 | Review of pricing model, margin impact, and competitive positioning |
Strategic Retreat Prep | $1,500 - $3,000 | Financial content and modeling prep for leadership offsite or annual planning |
Build a stronger business with financial clarity and confidence
No pressure. Just a conversation.
2000 PGA Blvd., Suite 4440-350
Palm Beach Gardens, FL 33408
Tel: 561.769.5526