FRACTIONAL CFO · FINANCIAL CONSULTANCY
Stonebridge Ledger & Advisory Services
We don't just close your books faster. We build the financial systems, controls, and reporting that make your numbers something you can actually run a business on — at a fractional controller and CFO level.
FINANCE LEADERSHIP
The Right Level of Financial Leadership for Where You Are
Most companies don't need a full-time CFO. They need the infrastructure a full-time CFO would build — without the full-time cost. That infrastructure starts with clean bookkeeping, but the real value is in what sits on top of it: controller-level process and CFO-level strategy.
- BookkeepingClean books, accurate records
- ControllerProcess, reporting, and control
- Fractional CFOStrategy, forecasting, and decisions
- Full-time CFOFull executive leadership
We work primarily in the middle two — controller and CFO — and layer in bookkeeping as the foundation for clients who need one built.
OUR CORE FOCUS
Fractional Controller Services
This is where Stonebridge lives. Before you can trust a report, forecast, or board deck, someone has to make sure the underlying systems are actually built correctly — that's controller-level work, and it's the foundation everything else depends on.
What's included:
- Financial systems & process design — building the workflows and controls so your close doesn't rely on tribal knowledge or one person's spreadsheet
- Monthly close management — running a consistent, on-time close instead of rebuilding it from scratch every month
- Account reconciliations — bank, credit card, and balance sheet reconciliations done right, every cycle
- Systems integration — getting your POS, payroll, AP, and accounting systems talking to each other instead of requiring manual re-entry
- Internal controls — the checks that catch errors and prevent them from becoming a bigger problem at tax time or during a raise
- Reporting infrastructure — building reports leadership can pull on demand, instead of waiting days for finance to compile them by hand
- Oversight of your bookkeeping function — whether that's our team or yours, someone senior reviewing the work
WHEN YOU NEED STRATEGY, NOT JUST STRUCTURE
Fractional CFO Services
Once the infrastructure is solid, we step into a strategic role — the financial analysis and forecasting that helps you make decisions instead of just report on the ones you already made.
What's included:
- Forecasting & budgeting — building a model you'll actually use, not a one-time spreadsheet
- Cash flow management — knowing what's coming before it's a surprise
- Financial analysis — turning your numbers into answers to the questions leadership is actually asking
- Board & investor reporting — packages built for the people you're accountable to
- Fundraising & bank loan prep — clean, defensible numbers when you're raising capital or seeking financing
- Strategic decision support — pricing, hiring, expansion, and major decisions, backed by real data
THE BASE OF THE INFRASTRUCTURES
Bookkeeping, Done to a Controller Standard
For smaller clients, or anyone whose books need to be rebuilt before anything else can happen, we provide monthly bookkeeping — but we build it to the same standard we'd expect to hand off to a controller, because eventually it gets reviewed like one.
What's included:
- Bookkeeping cleanup — fixing miscategorized transactions, unreconciled accounts, and the small errors that compound over time
- Monthly bookkeeping — ongoing, accurate books you can rely on
- Accounts payable & receivable — kept current, not caught up quarterly
- Payroll implementation — set up and aligned with your accounting and tax obligations
- Financial reporting — the standard reports (P&L, balance sheet, cash flow) done accurately and on time
ENGAGEMENT MODEL
Fractional by Design
- Scoped to what your business actually needs right now, not a one-size fits all package
- No long-term contracts
- Free initial consultation
- Built in USA for American Businesses
LET'S GET STARTED
Stop Guessing. Start Knowing Your Numbers
If your books are behind, your close is a mess, or you've simply never had someone at the controller or CFO level looking at your numbers — let's talk.