Financial Leadership

CFO Expertise.
Without the
Full-Time Cost.

Bridgeport Advisors provides on-demand CFO, Controller, and accounting services that give your business the financial leadership it needs to scale with confidence.

200+
Clients Served
$75MM+
Capital Supported
15+
Industries
40%
Avg. Cost Savings

Services Built for
Growing Businesses

From early-stage startups to established mid-market companies, we provide the financial infrastructure to help you grow strategically.

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Capital Formation & Restructuring

Strategic guidance for businesses raising capital, navigating complex transactions, or restructuring for long-term financial health.

  • Debt & equity raise preparation
  • Investor materials & financial modeling
  • Capital structure optimization
  • Advisory & due diligence support
  • Debt restructuring & refinancing
  • Lender & investor negotiations
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CFO & Controller Services

End-to-end financial leadership โ€” from high-level strategy and investor relations down to the precision of reporting, compliance, and close.

  • Financial strategy & forecasting
  • Fundraising & investor relations
  • Board & stakeholder reporting
  • Month-end & year-end close
  • GAAP financial statements & audit prep
  • Internal controls, KPIs & cash flow management
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Accounting Services

Day-to-day accounting support executed with precision so you can focus on running your business.

  • Full-cycle accounts payable & receivable
  • Payroll processing & compliance
  • Bank reconciliations
  • Expense management
  • Bookkeeping & transaction coding
  • Tax preparation coordination
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Accounting System Migrations

Seamless transitions to modern accounting platforms โ€” with clean data, zero disruption, and a team that knows what they're doing.

  • Platform selection & evaluation
  • QuickBooks, NetSuite, Sage & more
  • Chart of accounts restructuring
  • Historical data migration & validation
  • Integration with ERP & payroll systems
  • Staff training & post-migration support
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Digital Asset Advisory

Bringing financial stewardship discipline to the world of digital currencies โ€” so your crypto holdings are accounted for accurately and compliantly.

  • Crypto asset accounting & reporting
  • Cost basis tracking & gain/loss calculations
  • Digital asset financial statement presentation
  • Tax lot management & optimization
  • Policy development for digital asset holdings
  • Coordination with tax advisors & auditors
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AI Planning & Deployment

Helping businesses harness artificial intelligence thoughtfully โ€” streamlining how work gets done without losing the human judgment that matters most.

  • Workflow automation & process redesign
  • Identifying high-impact AI opportunities
  • Tool evaluation & vendor selection
  • Implementation roadmap & project oversight
  • Change management & team enablement
  • Ongoing optimization & performance review

The Financial Partner
You've Been Looking For

We embed ourselves in your business, not just your spreadsheets. Our advisors bring senior-level experience and genuine partnership to every engagement.

01

Senior Talent, Flexible Engagement

Every advisor is a seasoned finance professional โ€” former CFOs, Big 4 alumni, and industry veterans who've seen it all.

02

Scales With Your Business

Start with bookkeeping, grow into full CFO support. We expand our services as your needs evolve.

03

Industry-Specific Expertise

From SaaS to manufacturing, real estate to healthcare โ€” we understand the nuances of your industry.

3โ€“6 wks
Average time from kickoff to full onboarding โ€” faster than any full-time hire.
40โ€“60%
Typical savings compared to a full-time CFO or Controller with comparable experience.
98%
Client retention rate โ€” a testament to the relationships and results we deliver.

From First Call to
Full Engagement

1

Discovery Call

We learn your business, your goals, and your current financial pain points.

2

Tailored Proposal

We scope a custom engagement โ€” right-sized for your stage and budget.

3

Onboarding

We integrate with your team and systems quickly, with minimal disruption.

4

Ongoing Partnership

Consistent, proactive financial leadership that grows with your business.

Trusted by Leaders
Across Industries

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.

Sarah K., CEO SaaS Platform, Series B

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.

Marcus T., COO Manufacturing, $25M Revenue

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.

Jennifer L., Founder Real Estate Development Firm

Meet the Advisors

Senior professionals who've built, led, and transformed finance functions across industries โ€” now available to your business.

Dennis Henry
Dennis Henry
Founder & Managing Advisor

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.

CFO, Controller, System Migrations
LinkedIn
Philip Arden
Philip Arden
Interim CFO

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.

Fractional CFO Strategy
Doug Ashford
Doug Ashford
Interim CFO

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.

Fractional CFO M&A
Kelly Corno
Kelly Corno
New Client Onboarding

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.

Needs Analysis Planning Systems Setup
LinkedIn
Sophia Marlowe
Sophia Marlowe
Executive Assistant

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.

Operations Advisor Support Engagement Management
Ethan Caldwell
Ethan Caldwell
AI Implementation Specialist

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.

Process Analysis AI Models & Tool Selection Secure, Safe Deployments
Robert Fenn
Robert Fenn
Senior ERP Migration Advisor

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."

Analysis & Planning Migration & Testing Deployment

Ready to Strengthen
Your Financial Foundation?

Schedule a complimentary 30-minute consultation to discuss your needs and see how Bridgeport Advisors can help.

Schedule a Consultation Call Us
Sophia Marlowe
Sophia Marlowe
Online โ€” Available Now
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