For agents and owners needing only the basics.
For Smaller Businesses or Those Just Getting Started
The Basics Necessary to Manage Your Finances
- Year-end business tax package
- Up to 1 email per month of CFO Support
- Unlimited Email Dedicated Bookkeeping Support
- All software is cloud-based and included in the package
In all my 20+ years in banking, I have not met a stronger CFO than Ed Barton. His thorough grasp over an extremely complicated area of GAAP accounting demonstrated his outstanding intellect. His ability to understand the bankers’ need for information demonstrated clear empathy and commitment to relationships. His calm and consistent manner in the midst of a rapidly changing industry environment and a CEO testing new ideas almost daily shows his stability, skillful decision-making and his ability to operate well on a management team.
Senior VP – Regional Bank
Ed had an immediate impact on the financial condition of the company. His passion for his work is unwavering. Ed leads by example and his enthusiasm and dedication are both inspiring and motivating. Ed’s intelligence and innovative approach to business and personnel matters make him an extremely effective leader.
Director – Major Restaurant Chain
Three Simple Turn-Key Packages
BungalowFor agents and owners just getting started
- Monthly Profit and Loss with Balance Sheet
- Year End Business Tax Package
- Cloud Accounting System
- Bookkeeping Services
- Receipt Bank Plus
- Unlimited Bookkeeping Email Support
- Email Monthly Financials Summary
Split LevelFor businesses needing help getting to the next level
- Everything in Bungalow, plus:
- Monthly or quarterly tax filings
- Year-end 1099 filings
- Annual Strategy and Budget Meetings
- Quarterly CFO Review of Goals and KPIs
- Semi-Annual Tax Planning Sessions
- Payroll Services
MansionFor businesses needing a CFO in their back pocket
- Everything in Split Level, plus:
- Full Audit Defense
- Business Property Tax Returns and Analysis
- Year-End Personal Tax Package
- Quarterly Strategy and Budget Meetings
- Monthly Executive Coaching
- Monthly Cash Flow Forecasting
- And more...
Get Your Free Consultation
Decide to reduce your stress, increase your productivity and offload the work to Centerbridge. You’ll grow your business, not your headaches.
One of our managers will meet with you for a free 30-minute discovery call to understand your business, your needs, and what challenges you are facing.