Services for companies & finance leaders

Senior finance expertise for your company and your finance team.

Planning, reporting, close, controls, automation and interim leadership for CFOs, controllers and leadership teams. Delivered remotely across the U.S., in English, Spanish or Portuguese.

01Planning & budgeting

Plan with numbers you trust.

Budgets and forecasts built on real business drivers, so leadership can make decisions and hold teams accountable.

2027 annual budget, built from the ground upZero-based or driver-based budget by department, with assumptions documented and owners assigned.
Rolling forecastsMonthly or quarterly reforecasts that keep the plan current as the year unfolds.
13-week cash flow forecastWeekly liquidity visibility for treasury, lenders and leadership.
Headcount & compensation planningHiring plans, fully loaded costs and their impact on the P&L.
Capital expenditure planningCapex budgets with ROI and payback analysis for each investment.
Long-range plan & scenario modeling3 to 5 year financial model with best, base and worst case scenarios.
02Reporting & insights

Reporting leadership actually reads.

Clear monthly reporting and dashboards that explain what happened, why, and what to do next.

Monthly management reporting packageP&L, balance sheet, cash flow and commentary, delivered on a consistent schedule.
KPI framework & insights dashboardsChoose the metrics that matter and track them in Power BI or Excel.
Budget vs. actual variance analysisVariance explanations by department, with owners and follow-up actions.
Board & investor reportingBoard decks and investor updates that are accurate and easy to follow.
Profitability analysisMargins by product, customer, location or business unit.
Cost analysis & margin improvementFind cost drivers and practical ways to protect margin.
03Accounting & close

A faster, cleaner month-end close.

Close processes that are repeatable, documented and finished on time.

Month-end close accelerationClose calendar, task checklist and ownership that cut days off the close.
Account reconciliations & balance sheet reviewReconciliations that tie out, with a review process that catches issues early.
Accruals, journal entries & cutoffStandard entries and cutoff procedures so results are complete and comparable.
Chart of accounts redesignA chart of accounts that supports reporting by department, product and location.
04Controls & audit

Controls that protect the business.

Practical internal controls sized for your company, not a binder that sits on a shelf.

Internal controls design & documentationRisk assessment, key controls and process narratives (SOX-style, for private companies too).
Policies & proceduresApproval limits, expense policy, procure-to-pay and order-to-cash procedures.
Segregation of duties reviewIdentify conflicts and add compensating controls where teams are small.
Audit readiness & supportSchedules, documentation and PBC lists prepared before the auditors arrive.
05Systems, automation & AI

Less manual work. Better information.

Put tools and AI to work so your team spends time on analysis instead of copy-and-paste.

FP&A process automationReplace manual spreadsheet steps in reporting, forecasting and consolidation.
AI for finance teamsFind the highest-value AI use cases in close, reporting and planning, then implement them.
ERP & system selection supportRequirements, vendor comparison and implementation support for your ERP and reporting tools.
Data cleanup & single source of truthConsistent data definitions so every report shows the same numbers.
06Strategic & interim leadership

Senior finance leadership, when you need it.

Experienced coverage and strategic support for growth, transitions and transactions.

Interim Controller or FP&A DirectorKeep the finance function running during a search, leave or transition.
Working capital optimizationImprove cash through receivables, payables and inventory practices.
Pricing strategy & analysisPrice changes and deal pricing backed by margin and volume analysis.
M&A due diligence & integration supportFinancial diligence, quality of earnings preparation and post-merger integration.
Fundraising & lender supportFinancial models, projections and data room preparation.
Business cases for new initiativesInvestment cases with clear assumptions, returns and risks.
07Finance team development

Stronger teams, long after the project ends.

Training and coaching so your team keeps the improvements going.

Finance team trainingHands-on workshops on Excel, financial modeling, Power BI and AI tools.
Process documentation & finance org designClear roles, responsibilities and desk procedures for the finance team.
Coaching for new finance managersOne-on-one coaching for new controllers, FP&A managers and finance leads.
How it works

Simple, scoped engagements.

1

Discovery call

A 30-minute call to understand your goals, timeline and what is getting in the way.

2

Written proposal

A clear scope, deliverables, timeline and fixed or monthly fee. No surprises.

3

Delivery & handoff

Hands-on work with your team, documented so the improvements last after the engagement.

Project

Fixed-scope projects

A budget, a reporting package, a close redesign or a controls review, with a defined finish line.

Interim

Interim leadership

Part-time or full-time coverage as Controller or FP&A Director for a set period.

Advisory

Ongoing advisory

A monthly retainer for a senior finance sounding board and hands-on help when needed.

Frequently asked questions

How is pricing set?

Every engagement is scoped first. After a discovery call you receive a written proposal with a fixed project fee or a monthly fee, so you know the cost before work starts.

What size companies do you work with?

Growing and mid-sized companies, and the finance leaders inside larger organizations who need extra senior capacity for a project or transition.

Do you work remotely?

Yes. I work remotely across the United States, in English, Spanish or Portuguese, with on-site visits when a project calls for it.

Which systems do you work with?

SAP, Oracle HFM, QuickBooks, Power BI and Excel, plus AI tools for finance.

Do you prepare tax returns?

No. I focus on planning, reporting, accounting operations and controls. I work alongside your tax advisor and make sure they receive clean, tax-ready numbers.

Is this different from Bridge Advisors Group?

Yes. Bridge Advisors Group provides monthly bookkeeping and fractional CFO services for small businesses. The services on this page are for companies and finance leaders who need senior, project-based finance expertise.

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