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.
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.
See It In Action
A contact center with international operations was drowning in financial chaos—monthly close taking 45+ days, a failed ERP implementation, and leadership flying blind. See how we brought them to an 8-day close with daily cash visibility in just 60 days.
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