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Not Just Better Bookkeeping. A Different Standard.
CFO-Designed Standards From Day One
Our chart of accounts, close process, QA framework, and reporting templates were all designed by a Certified Management Accountant with 15+ years of corporate CFO experience. You're not getting a bookkeeper's interpretation of your finances. You're getting a financial leader's standard applied consistently to every client, every month.
Clean Books Every Month. Guaranteed.
Every close is reviewed before it reaches you. We close within 10 business days of month end — no exceptions. You get a P&L, balance sheet, cash flow statement, and a written financial report every single month. Not when we get around to it. Every month.
A Built-In Path to CFO-Level Support
When your business grows to the point where you need a fractional CFO, Rockbridge CFO is already here. You don't start over, explain your history, or find a new firm. The relationship and your financial foundation scales with you.
Everything You Need. Nothing You Don't.
A clear, fixed monthly scope — no hourly billing, no surprise add-ons, no ambiguity about what's included.
What's included:
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Monthly transaction coding and categorization
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Bank and credit card reconciliations
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Accounts payable management
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Accounts receivable and invoicing
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Monthly P&L, balance sheet, and cash flow statement
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Written financial report delivered monthly
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Optional monthly review call
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Ad hoc questions via email - 1 business day response
Fixed Monthly Pricing. No Surprises.
Three tiers based on complexity — not hours, not headcount, not how often you call us.
Essentials Core
$2,400/mo
Standard complexity. Replaces your existing bookkeeper or firm.
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Single entity
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Up to 10 bank & credit card accounts
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Full monthly close within 10 business days
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AP, AR & invoicing
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Monthly financials & written report
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Optional monthly review call
Essentials Advanced
$3,500/mo
Higher complexity or multiple entities. Idead for pre-CFO stage businesses.
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Multiple entities or higher transaction volume
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Up to 20 bank & credit card accounts
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Full monthly close within 10 business days
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AP, AR & invoicing
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Monthly financials & written report
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Optional monthly review call
Essentials Enterprise
Custom Pricing
Controller-lite. CFO-ready infrastructure. The bridge to Rockbridge CFO.
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Controller-level oversight
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Full monthly close with expanded reporting
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AP, AR & invoicing
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CFO-ready financial infrastructure
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Priority support and direct access
All engagements are month-to-month with 30-day written notice to terminate.
Not sure which tier fits? Let's talk.
Need CFO advisory or strategic guidance?
Rockbridge CFO offers fractional CFO engagements for businesses ready for that next level.
Up and Running in Weeks. Delivering on Time, Every Month.
A focused onboarding process followed by a consistent monthly rhythm you can set your watch to.
1
Kickoff & Setup
Kickoff call, access setup, bank feeds connected, chart of accounts reviewed and aligned to your business.
2
Historical Review
We review your history, identify any cleanup or catch-up work needed, scope it clearly, and document your processes.
3
Live
Transaction coding and reconciliations begin. First live month is in progress.
4
End of First Full Month + 10 Business Day
First close delivered. Financials presented. You have numbers you can trust.
Ready to Stop Overpaying for Bookkeeping?
Let's talk about your books — what you're paying today, what you're getting, and whether Essentials is the right fit.
No pressure.
Just a conversation.
2000 PGA Blvd., Suite 4440-350
Palm Beach Gardens, FL 33408
Tel: 561.769.5526