Rockridge Financial Services

Most growing businesses outgrow their financial strategic capability. Your expertise is in product development, operation or sales. It’s probably not accounting and likely not in a more complex financial strategy. This is where we fit in. Whether part-time, interim, or ongoing contract support, we perform as your financial management strategist. We will be that additional voice in the room providing experienced proactive counsel on scaling your business in a profitable way. We are not a threat to existing staff, but rather a value-add to the executive team. Instead, we find value-add solutions. Do you need a proactive financial manager? RockRidge Financial Services was founded in 2006 to help businesses that need short-term CFO expertise to expand, fix what’s not working, or identify financial opportunities. Our experiences across business categories allow us to jump in quickly and add immediate value and support. Our work includes developing improved accounting systems, installing proper financial and operational controls; raising capital; managing investor relations; representing owners in both buy and sell sides of mergers and acquisitions; providing interim CFO support. We work with CEOs and business owners not only to determine the proper financial structure of a complex transaction, but in working with vendors, customers, lenders, and investors to best manage the expectations and working relationships with all parties. In short, we provide CFO-level services to enhance growth and profitability.