Bridgeport Advisors provides on-demand CFO, Controller, and accounting services that give your business the financial leadership it needs to scale with confidence.
From early-stage startups to established mid-market companies, we provide the financial infrastructure to help you grow strategically.
Strategic guidance for businesses raising capital, navigating complex transactions, or restructuring for long-term financial health.
End-to-end financial leadership โ from high-level strategy and investor relations down to the precision of reporting, compliance, and close.
Day-to-day accounting support executed with precision so you can focus on running your business.
Seamless transitions to modern accounting platforms โ with clean data, zero disruption, and a team that knows what they're doing.
Bringing financial stewardship discipline to the world of digital currencies โ so your crypto holdings are accounted for accurately and compliantly.
Helping businesses harness artificial intelligence thoughtfully โ streamlining how work gets done without losing the human judgment that matters most.
We embed ourselves in your business, not just your spreadsheets. Our advisors bring senior-level experience and genuine partnership to every engagement.
Every advisor is a seasoned finance professional โ former CFOs, Big 4 alumni, and industry veterans who've seen it all.
Start with bookkeeping, grow into full CFO support. We expand our services as your needs evolve.
From SaaS to manufacturing, real estate to healthcare โ we understand the nuances of your industry.
We learn your business, your goals, and your current financial pain points.
We scope a custom engagement โ right-sized for your stage and budget.
We integrate with your team and systems quickly, with minimal disruption.
Consistent, proactive financial leadership that grows with your business.
Bridgeport's fractional CFO helped us close our Series B in record time. They built the financial model and coached us through investor conversations. Invaluable.
We were drowning in QuickBooks chaos before Bridgeport stepped in. Six months later our books are clean, our team trusts the numbers, and our audit went smoothly for the first time in years.
Having a part-time Controller with Bridgeport's depth of experience gave us credibility with our lenders and saved us from costly mistakes. Worth every penny.
Senior professionals who've built, led, and transformed finance functions across industries โ now available to your business.
A seasoned finance executive with deep expertise in fractional CFO services, AI-driven accounting, and digital asset advisory. Dennis founded Bridgeport Advisors to give growing businesses access to the financial leadership they deserve.
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Philip brings 30 years of financial leadership across technology, private equity, and professional services. A former Big 4 partner turned hands-on operator, he specializes in helping founder-led businesses build the financial infrastructure needed to scale, raise capital, and exit on their terms. Philip is known for translating complex financials into clear strategic decisions.
Doug has spent his career in the trenches of mid-market finance โ leading turnarounds, guiding companies through rapid growth, and steering organizations through complex debt and equity transactions. With deep expertise in manufacturing and distribution, he brings a no-nonsense, results-driven approach that clients rely on when the stakes are high.
Kelly is the first point of contact for every new Bridgeport client โ and she sets the tone for everything that follows. With a background in accounting operations and client success, she ensures every engagement starts with clarity, confidence, and a plan. Kelly's meticulous approach means nothing falls through the cracks from day one.
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Sophia Marlowe is the glue that holds Bridgeport Advisors together. While the firm's consultants focus on delivering exceptional client outcomes, Sophia manages the full operational infrastructure that makes it possible โ coordinating across every engagement, keeping advisors aligned, and ensuring nothing falls through the cracks. Her meticulous instincts and quiet authority are the reason Bridgeport runs as smoothly as it does, making her one of the most indispensable people in the firm.
Ethan sits at the intersection of finance and emerging technology โ helping organizations move from AI curiosity to AI capability. He specializes in evaluating, deploying, and embedding AI tools directly into accounting and finance workflows, with a disciplined focus on security, accuracy, and team adoption. Ethan has led implementations across startups and mid-market firms, always with an eye on practical outcomes over hype.
Robert has guided dozens of companies through the most disruptive upgrade they'll ever make โ replacing their accounting backbone. A veteran of NetSuite, Sage, Acumatica and QuickBooks migrations, he brings a methodical, low-drama approach to projects that have a reputation for going sideways. Robert's clients value his ability to anticipate problems before they surface and keep migrations on time, on budget, and on target."
Schedule a complimentary 30-minute consultation to discuss your needs and see how Bridgeport Advisors can help.