A real CFO, without the $250K+ hire.
Forecasting, cash strategy, pricing, and lender-ready financials for owner-run companies doing $2M–$15M — from the CPA-led firm that already runs back offices across Hawaii and the West Coast.
Who this is for
Past guessing. Nowhere near a full-time CFO.
A real full-time CFO runs $250–400K with benefits. You don’t need that yet — but you’re asking:
- What does this business need to look like to sell in five years?
- Why is revenue up but cash always tight?
- What do I show the bank to get the line increased?
- What's my margin by job / location / product — actually?
- Can I afford this hire, and when?
How it works
The model, stated plainly
CFO strategy is set by Ryan McGuire, CPA. It’s executed by the team that keeps your books.
Most fractional CFOs advise on numbers someone else produces. At Bridged, the same firm builds the books — so the forecast reconciles to reality, and recommendations get implemented instead of admired.
01
Diagnose
deep-dive on financials, cash cycle, margins, debt.
02
Build
12-month rolling forecast, cash model, KPI set for your business.
03
Operate
monthly working session with Ryan; the team maintains the model weekly in between.
04
Decide
hiring, pricing, capital, expansion — with numbers, not gut.
How the time works: your model is maintained continuously by the team, so CFO sessions are spent making decisions — not rebuilding spreadsheets. For material decisions — a loan, a lease, a key hire — your CFO is on call.
How it works
Every month, and when it counts
Monthly
- Forecast vs. actuals
- Cash runway
- KPI dashboard
- One working session with Ryan
As needed
- Lender & investor packages
- Pricing & margin analyses
- Entity structuring with our tax team
- Board or partner reporting
Pricing
Simple math
Back Office + CFO
Featured
From $4,000/mo
Everything included — the full back office and the CFO engagement.
Already a Bridged client?
+ $2,000/mo
Add the CFO engagement to your existing back-office engagement. Scoped in one call.
FAQ
Questions, answered
Do I have to move my books to Bridged?
For ongoing CFO work, yes — it’s why our forecasts hold up. Standalone projects (a raise, a sale, a turnaround plan) can be scoped separately.
How much of Ryan's time do I get?
Regular working sessions, a model maintained weekly by the team, and on-call access for material decisions.
Is this for startups?
Funded startups, absolutely — investors expect real financials, and building the finance function right from day one is exactly this engagement.
Book a CFO fit call
30 minutes. We’ll tell you whether this engagement fits — and if it doesn’t, what does.
Get started
Book a CFO fit call
30 minutes. We’ll tell you whether this engagement fits — and if it doesn’t, what does.
letsworktogether@bridgedfs.com
Email us
808 201 7630
Call Us
916 400 9998
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