Most small businesses are profitable on paper but can't tell where their cash actually is. BridgePointe shows you — then helps you manage it, for a flat fee that's a fraction of a full-time hire.
Cash hides in places the P&L doesn't show. By the time it surfaces, it's a payroll scramble — not a plan.
You know the bank balance, but not what's truly free to spend — or which clients and jobs are actually funding the business.
Accounts that haven't been reconciled in months, books that no longer match the bank, and decisions made on numbers you can't fully trust.
Unbilled work, claims that never went out, retainage you've lost track of, duplicate payments — real money leaking quietly.
Deep experience where cash is hardest to see — and a clear approach for any small business that's tired of flying blind.
Practices where insurance billing and revenue-cycle leaks quietly hide real money in claims and AR.
Reimbursed-care agencies juggling payers, episodes, and visits — where billing and the books drift apart.
Builders and remodelers with cash trapped in jobs, draws, retainage, and change orders never billed.
Owners past DIY bookkeeping but not ready for a full-time finance hire — who just want to see their cash.
Start small and low-risk. You're never locked in, and you always know the price up front.
A focused working session and a written report showing exactly where your cash is — split honestly into what's recoverable and what's simply recorded wrong. You walk away with a real report either way.
We fix what the diagnostic found — reconcile the accounts, recover what's collectible, and get your books matching reality. One agreed price, not an open hourly meter.
An optional monthly retainer that keeps your books reconciled, your billing clean, and your cash visible — so you never drift back into the dark. Cancel anytime.
Anyone who promises "we'll find you $40,000" before looking at your books is guessing. We don't. Every finding is split into two honest buckets — so you know what's real money versus what's just cleanup.
Collectible new cash — money you're genuinely owed and can bring in.
Books that are wrong but the cash is already banked — cleanup, not a windfall.
Take the Cash Clarity Scorecard. Answer a handful of honest questions and get a score, plus the specific places your cash may be hiding. It's the same lens we use in the diagnostic — free to try.
Take the ScorecardBridgePointe was built on a simple idea: small-business owners deserve the same clarity about their cash that big companies pay finance teams for — without the cost or complexity. With a background spanning financial operations, treasury, revenue-cycle and billing reconciliation, and data, we're as comfortable inside your QuickBooks and billing system as we are building the process that keeps them honest.
Flat fees · honest numbers · cash you can finally see. Based in Charlotte & the Carolinas, working with clients there and remotely.
The first conversation is free — a real talk about your business, not a sales pitch.