Our Services
At Bridge Advisors Group, we provide financial clarity, strategic insight, and reliable accounting support to help businesses grow with confidence. Our services are designed for entrepreneurs, startups, and growing companies that need expert financial guidance without the cost of building a full in-house finance department.
From day-to-day bookkeeping to high-level strategic advisory, our team delivers the financial infrastructure and insights your business needs to operate efficiently, stay compliant, and scale successfully.
How Our Services Work
At Bridge Advisors Group, we deliver our services through a subscription model that provides consistent financial support and predictable monthly pricing. Rather than charging hourly fees, our clients work with us through ongoing service plans that combine accounting, financial management, and advisory support so they can focus on running their business while we manage the financial side.
Our services are structured in progressive tiers that grow with your business. Companies can begin with foundational financial support and add more advanced financial management and strategic advisory services as their needs evolve.
We offer three service plans — Foundation, Growth, and Scale. Foundation focuses on bookkeeping and core financial reporting, Growth adds deeper financial management and performance insights, and Scale provides strategic advisory and fractional CFO support to help businesses plan and grow with confidence.
Our Services
Schedule below a free strategy session with one of our advisors to learn more about what is included in each package.
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The Bookkeeping level is designed for businesses that need reliable financial recordkeeping and accurate reporting. This level focuses on maintaining organized financial data and delivering clear financial statements so business owners always understand their company’s financial position.
Services include:
Monthly bookkeeping and transaction categorization
Bank and credit card reconciliations
Month-end close process
Profit and loss statement, balance sheet, and cash flow reporting
Accounting system maintenance and support
Monthly financial reporting
Tax-ready books
Month-end close review meeting with bookkeeper - 1 hour per month
This level provides the financial foundation every business needs to maintain accurate records and financial visibility.
Price: $699.00 per month.
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The Growth level is designed for businesses that require deeper financial insight and more active financial management. This level expands on bookkeeping by introducing financial analysis, planning, and stronger operational financial oversight.
Services include everything in Starter Package, plus:
Accounts payable and accounts receivable oversight
Cash flow monitoring and analysis
Budget development and financial forecasting
KPI tracking and performance reporting
Financial review meetings
Financial process improvement support
Tax return preparation
Month-end close review meeting with bookkeeper - 1 hour per month
Monthly Business Review (MBR) meeting with an Advisor - 1 hour per month
Monthly Strategy Review (MSR) meeting with a Controller - 1 hour per month
This level helps businesses gain stronger financial control while improving planning and financial decision-making.
Price: $999.00 per month.
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The Scale level is designed for businesses experiencing operational growth and increasing financial complexity. This level focuses on advanced financial planning, financial performance analysis, and strategic financial support.
Services include everything in Growth, plus:
Advanced financial forecasting and scenario planning
Profitability and margin analysis
Strategic financial planning support
Financial modeling and performance analysis
Operational financial improvement initiatives
Investor and lender reporting preparation
Tax return preparation
Month-end close review meeting with bookkeeper - 1 hour per month
Monthly Business Review (MBR) meeting with an Advisor - 2 hours per month
Monthly Strategy Review (MSR) meeting with a Controller - 2 hours per month
Weekly touch base meetings with consulting team - 30 minutes per week
This level helps businesses strengthen financial performance while preparing for expansion and larger strategic initiatives.
Price: $1,299.00 per month.
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The CFO Advisory level provides executive-level financial leadership for businesses that need strategic guidance and high-level financial oversight. This service provides access to experienced financial leadership without the need to hire a full-time Chief Financial Officer.
Services include everything in the Scale Package, plus:
Fractional CFO leadership and advisory
Long-term financial strategy and planning
Capital planning and investment analysis
Board and investor financial reporting
Strategic decision support for major business initiatives
Financial leadership for expansion, acquisitions, or fundraising
On-going support from consulting team comprised of Controller, Advisor, and Bookkeeper
This level provides the financial leadership businesses need to scale confidently and navigate complex financial decisions.
Price: starting at $3,499.00 per month
Explore Our Pricing Plans
Tier 1
$699.00 per month
Starter Package
Popular
Tier 2
$999.00 per month
Growth Package
Tier 3
$1,299.00 per month
Scale Package
Contact us
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