Financial Services

Green Bridge Consulting

Financial expertise matched to your organization’s needs

Whether you need ongoing CFO leadership, an independent review of your finance function, or focused help with a specific decision, we offer a practical way forward.

Finance Team & Function Review

A focused operational review of how your finance team, reporting, processes, controls, and systems are functioning today.

  • Review reporting quality, reliability, and timeliness
  • Assess staffing, skills, workload, and training needs
  • Identify manual work, system gaps, and control risks
  • Receive prioritized, practical recommendations
Typically 5–25 hours A tailored estimate is provided after an initial discussion.
Request a finance review

CFO Strategy & Needs Discussion

Meet directly with an experienced CFO to clarify the issues, assess immediate priorities, and determine the most practical next steps.

  • Discuss financial, reporting, staffing, or systems concerns
  • Identify risks and decisions requiring attention
  • Develop a focused next-step action plan
  • Available as a one- to four-hour engagement
Introductory rate: $125 per hour Regular rate: $250 per hour
Schedule a CFO discussion

Budget & Forecast Assistance

A focused working session for organizations that have questions about a budget, forecast, assumptions, variances, or financial planning process.

  • Review budget or forecast assumptions
  • Discuss significant variances or funding changes
  • Improve templates, structure, and presentation
  • Identify practical corrections and next steps
$150 for a one-hour meeting Additional work can be scoped separately if needed.
Get budget or forecast help

The Finance Team & Function Review is an operational consulting engagement. It is not an audit, review, compilation, or other assurance engagement over financial statements.