Focus on Growth - We'll Keep Your Finances in Check

Solutions

Running a fast-growing organization is complex. At Sunbridge Advisors, we believe you should devote your energy to what you do best—innovating and scaling —while we handle your back-end financial data, tax planning, and impact reporting that keep you on track. By partnering with us, our clients gain the clarity and confidence to pursue bigger opportunities without getting lost in the financial details.

Fractional CFO & Growth Advisory

For organizations juggling rapid expansion and multiple stakeholders, our fractional CFO support delivers financial guidance, cash-flow management, and executive-level insights. We tailor our approach to your growth trajectory, helping our clients set clear priorities, evaluate opportunities, and maintain financial clarity as you scale.

Sustainability & Impact reporting

Today’s stakeholders demand more than just financial metrics. We create clear, data-driven reports that demonstrate social or environmental impact to donors, government entities, and investors alike. By translating complex outcomes into compelling stories, we help our clients secure future funding, build trust, and showcase the true value of their mission.

Tax Planning & Compliance

Your year-round tax ally.
Tax regulations can be daunting. Our clients rely on our year round assistance on tax matters that impact their business on top of year end and quarterly tax fillings. We lean into our expertise and passion for research to identify every opportunity for tax deductions and credits.

Credits & Incentives Advisory

For businesses that qualify for specialized incentives, our team crafts a tailored strategy that covers compliance from start to finish.
From assessing eligibility to filing all necessary documentation, our deep expertise in real estate and energy sector tax incentives ensures our clients receive the credits they are entitled to.

Financial compilation and review

Growing companies need precise and accurate financials. Whether they're selling their business, seeking funding, or simply aiming to build a solid foundation, we provide the financial clarity and expertise they need to thrive—every step of the way

Performance Dashboards & Data Insights

Executives and boards need real-time visibility into what’s working—and what isn’t. Our custom dashboards track KPIs, financial performance, and growth metrics in a single source of truth, allowing you to make faster, data-backed decisions.

Empowering Business Owners with Real-Time Financial Insights

At Sunbridge Advisors, we create custom financial dashboards that give our clients a clear, real-time view of their business’s financial performance. These dashboards are tailored to each client’s unique needs, tracking key metrics like cash flow, expenses, revenue, and trends over time. Accessible anytime, anywhere, our dashboards offer an intuitive and detailed overview that empowers business owners to make informed, data-driven decisions. By providing a streamlined, user-friendly interface, we help simplify financial management and keep your business on the path to success.

Frequently Asked Questions

What services does Sunbridge Advisors provide?

We combine CFO advisory, tax planning (including energy and climate incentives), and impact/ESG reporting. Led by a CPA with consulting experience at EY and McKinsey, our firm offers both strategic guidance and day-to-day financial support to help our clients thrive.

How does Sunbridge Advisors approach tax planning?

We go beyond compliance by identifying credits and incentives (especially in the energy and climate space) to help you optimize tax savings while staying aligned with all relevant regulations.

Do you handle day-to-day financial tasks like payroll and bookkeeping?

Absolutely. We understand that small businesses need efficient bookkeeping and payroll to stay compliant and manage cash flow. By handling these essentials, we free you up to focus on growth, while also offering CFO-level insights when you’re ready to scale..

How do energy tax credits and climate incentives help my business?

These programs can significantly reduce costs and drive sustainability. Our team includes PhD-level energy consultants who stay on top of evolving regulations, ensuring you’re fully informed about the latest credit opportunities and best practices to optimize your ROI.

How does Sunbridge Advisors provide year-round support?

We believe in proactive partnerships, offering ongoing advisory throughout the year. Whether it’s adjusting forecasts, planning for new regulations, or preparing for changing market conditions, we draw on our policy background and consulting experience to guide you toward data-driven decisions at every stage.

Do you have experience with ESG or impact reporting in my industry?

Yes. Our team’s policy roots and broad industry exposure position us to tailor ESG frameworks and impact metrics to your specific sector. We help you demonstrate measurable outcomes to stakeholders, investors, or grant providers—reinforcing both credibility and sustainable growth.

Ready to take control of your finances?

Contact Sunbridge Advisors to schedule a free consultation and take control of your Finances!