Managed Accounting
BookkeepingBookkeeping and clean-up with CFO oversight, automated wherever possible.
Fractional CFO
Financial leadership that keeps abundance flowing.
A fountain doesn't run on luck. It runs on a steady source, well-kept channels and someone who keeps the water clear. Your finances work the same way.
We work as the part-time CFO for businesses, and as a personal CFO for households that want their finances organized and under control. You get clear numbers, a plan and someone in your corner.
The source
Steady cash flow
Forecasts that show what's coming, so the well never runs dry.
The channels
Clean books & controls
Money moves where it should, and every number can be trusted.
The well
Someone keeping it clear
Regular reviews that catch leaks early and keep things flowing.
Working together
A clear path, lit every step of the way
You always know what comes next, what it costs and why it matters.
1
Free, no-obligation first call
A 30-minute conversation to see whether it's a fit. There's no cost and no commitment.
2
Written fee agreement
Scope and price agreed in writing before any work begins.
3
Month to month
No long contracts. Stay because it's working.
4
Remote, anywhere
Based in Denver, working with clients wherever they are.
What We Offer
Two practices, one standard: numbers you can trust and a plan you can act on.
Business
For companies
Month-End Close
ControllerA documented close, reconciliations that tie out and a clean monthly package.
Budgets & KPIs
ControllerAn operating budget, monthly budget-versus-actual and the few metrics that matter.
Cash Flow Forecasting
CFOA rolling 13-week and 12-month view, so you always know your runway.
Pricing & Profitability
CFOMargin analysis by product, service and customer, and pricing that keeps up.
Lender & Investor Readiness
CFOLoan packages, covenant tracking and SBA, bank or CDFI applications.
Strategic Planning
CFOScenario models for hiring, expansion or acquisitions, and a seat at the table.
Exit / Succession Target Planning
CFOA 12–24 month plan geared toward increasing enterprise value for a maximal sales price.
Households
For individuals
Auto-Pay Set-up and Management
Bills set up on auto-pay and monitored, so nothing is late or missed.
Household Books
Every account set up and reconciled, so the numbers can be trusted.
Simple Monthly Summary of Results
A plain-English summary after each review, with clear next steps.
A Budget You Can Stick To
Built from what you actually spend, then checked month by month.
Catch-Up Cleanup
Months or years of records organized for your tax accountant.
CPA & Advisor Coordination
Clean year-end numbers for your CPA and a clear picture for your advisor.
Long-Term Care Claims
Insurance claims filed, tracked and reimbursed, so families can focus on care.
How Long the Money Lasts
A runway projection of savings and investments, with what-ifs.
Automation & Change Management
Put AI to work across your organization and household
From automated invoice coding and faster closes in finance to time saved in sales, operations and HR, we help you choose the right uses for AI, bring your people along and set guardrails so the results can be trusted. Your team spends less time on routine work and builds new skills along the way.
- ProductivityRoutine work automated, with people reviewing the results
- KnowledgeAI as a tutor and processes written down for everyone
- AdoptionSmall pilots, clear guardrails and measured results
Ready to see your numbers clearly?
Start with a free, no-obligation 30-minute call. We'll reply within one business day.
Get in touch
720.400.4997 · susan@mcbridecfo.com