Clarity. Control. Confidence — without hiring a full-time CFO.
You’re no longer just trying to keep up — now you’re asking, “What’s next?”
Our CFO & Financial Strategy services give you high-level financial support without the six-figure salary. Think of us as your part-time CFO, helping you plan, forecast, and scale your business with intention.
What We Offer
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Virtual CFO Support
Ongoing partnership for founders who want strategic financial insight at every stage.
Includes:
Monthly or quarterly strategy sessions
Revenue forecasting and cash flow modeling
Financial goal setting and KPI tracking
Business model evaluation and pricing strategy
Financial system audits and optimization
You bring the vision — we help you fund it, forecast it, and protect it.
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One-Time Financial Strategy Session
Not ready for full support but need expert advice now? This 90-minute session gives you focused insight on a specific financial challenge.
Popular topics include:
Cash flow crisis support
Preparing for growth or a team hire
Price restructuring or margin review
Strategic planning for a new offer or investment
Includes post-call action plan and optional follow-up support.
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First-Year Financial Forecasting
Ideal for early-stage or scaling entrepreneurs who want a bird’s-eye view of their business’s future.
Deliverables include:
12-month revenue and expense forecast
Profit margin breakdown
Scenario planning for different growth paths
Aligned budget and spending roadmap
Gain the confidence to hire, invest, or expand — backed by numbers, not guesses.
Why Choose Bridging Books?
🧠 We combine strategy with empathy — no jargon, no shame
📊 We prioritize actionable insights, not overwhelming dashboards
🔁 We integrate seamlessly with your bookkeeping, tax, or coaching services
🤝 We don’t just give you reports — we help you interpret and act on them
Financial strategy shouldn’t be a luxury. We make it accessible and effective for small business owners like you.
Who It’s For
Our CFO + Strategy support is ideal for:
Entrepreneurs in a growth phase who need help navigating expansion
Founders hiring their first contractors or employees
CEOs who want to analyze margins, costs, and cash flow
Small teams needing strategic leadership without a full-time CFO
Let’s find out if this is the right support for you.
This 20-minute call is a no-pressure way to ask questions, explore options, and take the first step toward launching your business with confidence.