Your Finance Function Should Be a Strategic Engine
Not a Cost Center
The ClearBridgeCFO Solution
The Problem
• Financial reporting is slow and manual
• Teams are buried in Excel
• Forecasts aren't driver-based
• Dashboards don't exist or aren't trusted
• Close takes 10–20 days
• Decisions rely on intuition, not insight
Automation
Eliminate manual spreadsheets and accelerate the close.
Insight
Real-time dashboards and scenario modeling to see ahead, not behind.
Oversight
CFO-level strategy tied to cash flow, valuation, and growth.
A Proven 90-Day Roadmap to Financial Intelligence
01
Discovery & Diagnostic
Weeks 1–3
A deep dive into systems, financials, KPIs, bottlenecks, and process gaps.
02
Automation & Dashboards
Weeks 4–8
Deploy CloseHub™, BI dashboards, KPI cadence, and forecasting structure.
03
CFO Oversight & Growth
Weeks 9–12
Monthly strategic reviews, scenario modeling, and value-creation alignment.
CloseHub™ — Automate Your Entire Monthly Close
Your automated month-end close system built for QuickBooks, Sage Intacct, and NetSuite users who are drowning in spreadsheets.
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PowerQuery-driven GL/TB/AP/AR data refresh
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Automated reconciliation templates
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Auto-JE schedules
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KPI-ready data flows
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Variance analysis automation
What CEOs Are Saying
"ClearBridgeCFO gave us visibility we didn't know was possible. Our close time went from 20 days to 6."
Sarah Johnson
CEO, TechGrowth Inc
"Finally, dashboards I can trust. Jerry transformed our finance function from reactive to strategic."
Michael Chen
CEO, HealthTech Solutions