Stop Worrying About Your Numbers. Start Growing Your Business.

Contact us to learn how CFO advisory services can help you go from financial stress to strategic success.

Is Your Financial Health Keeping You Up at Night?

You've built a great business, but managing the finances feels like a second job.You may be asking yourself:

"Where is our cash going?""Are we as profitable as we should be?""How much should we be paying ourselves?""How do we make smart decisions for the future?""Are our financial statements giving us the full picture?""Are our internal controls protecting us?"

You're not alone. We help business owners like you solve these exact problems.

Stop Reacting to Your Numbers.

Most business owners see their numbers as something they look back on — but what if your numbers could actually guide your next steps?We help you turn financial data into clear insights so you can make smarter decisions, reduce stress, and confidently plan for the future.You’ll get the benefit of CFO-level expertise without the full-time cost, through services designed to give you clarity, control, and peace of mind.

Our Solutions Include:● Insightful Financial Dashboards: Instead of digging through spreadsheets, see the health of your business at a glance. Know what’s working and what needs attention right away.● Cash Flow Clarity & Forecasting: Never be caught off guard by a cash crunch again. We’ll help you see where your money is going, what’s coming in, and what to expect next so you can plan ahead with confidence.● Monthly Financial Reviews That Make Sense: We don’t just hand you reports. We explain what they mean and what actions to take. You’ll walk away with practical strategies, not just numbers.● Simplified Owner Payouts: Know exactly what you can take out—and when. We help you calculate fair, sustainable payouts so you can reward yourself and your partners without jeopardizing your cash flow.● Stronger Systems & Safeguards: Protect your hard-earned money. We work with your back office to help put the right checks and balances in place so your business runs smoothly and securely.● Strategic Growth Guidance: We help you understand the "why" behind your numbers and create a roadmap for growing your business without the guesswork.

How It Works: A Simple Path to Financial Clarity

Free Consultation: We start wtih a no-obligation conversation to understand your business and your financial goals.

Customized Plan: We'll develop a tailored plan outlining the specific services and support you need.

Ongoing Partnership: We become your trusted partner, providing continuous financial insight and support so you can focus on what you do best and fuel your business's growth.

Who We Serve

We specialize in providing CFO solutions to private healthcare practices, including medical clinics, therapy practices, veterinary clinics, and other healthcare professionals. Our team understands the unique challenges and financial nuances of running a private practice, and we work closely with your office manager or in-house accountant to ensure your financial operations run smoothly and efficiently.While private practices are our primary focus, we also work with clients across a broad range of industries, including for profit and not-for-profit organizations. With team members who bring deep experience from both the nonprofit world and various for-profit sectors, we're equipped to provide strategic financial leadership tailored to the unique needs of each organization.If your business or organization earns between $500,000 and $5,000,000 in annual revenue, our services are designed to support your growth with the financial insight and strategy you need to succeed.

About Us

Based in Omaha, Nebraska, our small but dedicated team delivers expert CFO services virtually across the United States. Our virtual-first approach allows us to effectively collaborate with clients no matter where they are located.Our team includes experienced financial professionals, including CPAs on staff, who bring a wealth of knowledge gained from many years of working in and serving the healthcare industry. We specialize in supporting private healthcare practices, as well as small businesses across a range of other industries. By working closely with your internal team, we provide high-level financial guidance without the cost of a full-time CFO.We’re committed to being your trusted financial partner, delivering the insights and clarity you need to make confident, strategic decisions that help your business thrive.

Ready to Gain Control of Your Financial Health?

Let's have a conversation to see how we can help.

Contact Us

TERMS AND CONDITIONS

Disclaimer:
The content provided on this website is for general informational purposes only and does not constitute financial, legal, or other professional advice. Bridgepoint CFO Solutions, LLC makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. By using this website, you acknowledge that communication with Bridgepoint CFO Solutions, LLC via this website does not create an advisor-client relationship, and information submitted through contact forms is not confidential unless and until a written engagement is signed. Always seek professional advice before making financial decisions.

Privacy Policy:
We respect your privacy. Personal information collected through our contact form—including your name, email, and phone number—will be used solely to respond to your inquiry. We do not share your information with third parties except where necessary to answer your question or as required by law. Our website may use cookies and analytics to improve user experience.

Terms of Use:
By accessing or using this website, you agree to abide by our Terms of Use. You may not use this website for unlawful purposes or to infringe on the intellectual property rights of Bridgepoint CFO Solutions, LLC. We reserve the right to update these terms at any time. Continued use of this site indicates your acceptance of any such changes.

Bridgepoint CFO Solutions, LLC, Limited Liability Company, 663 N 132nd St, PMB7150, Omaha, NE 68154, 402-915-2699, [email protected]

Privacy Policy
Last updated: September 2, 2025Introduction
This Privacy Policy describes how Bridgepoint CFO Solutions, LLC ("we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website, bridgepointcfosolutions.com, contact us via form, or interact with us through other means. By using the website and our services, you consent to the practices described in this Policy.Information We Collect
We may collect and process the following types of personal information: Name, Email address, Phone number, Any information submitted through our contact form (including the message content)We do not collect sensitive information unless you voluntarily provide it as part of your inquiry.How We Collect InformationWe collect information:Directly from you when you fill out forms, contact us by email or phone, or otherwise interact with our siteAutomatically through standard web technologies such as cookies and analytics tools to improve website functionality and user experience.Use of InformationWe use the information we collect to:Respond to your inquiries and provide requested servicesImprove the website and our offeringsComply with legal obligations and maintain internal recordsCommunicate with you if you request information or updatesWe do not sell your personal information to third parties.Information Sharing and DisclosureYour information may be shared with:Authorized personnel within our firmTrusted service providers (such as website hosting or mailing services) only as necessary for business operationsLaw enforcement or regulators if required by lawWe require strict confidentiality from unaffiliated third parties with access to your personal information.Data SecurityWe implement reasonable security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These include physical, electronic, and managerial procedures designed to safeguard information.Your RightsDepending on your jurisdiction, you may have certain rights regarding your personal data, including the right to access, update, or request deletion of your information. To exercise these rights, please contact us at the details below.RetentionWe retain personal information as long as necessary to fulfill the purposes for which it was collected or as required by law.Changes to This PolicyWe reserve the right to update this Privacy Policy from time to time. Changes will be posted on this page with the updated date. Continued use of the website after changes indicates your acceptance.Contact UsIf you have questions, concerns, or requests regarding this Privacy Policy, please contact:
Bridgepoint CFO Solutions, LLC
663 N 132nd St, PMB7150, Omaha, NE 68154
402-915-2699
[email protected]