Our Services
Brownstone Financial Management is built around three key pillars: CFO Services, Bookkeeping, and Financial Planning — tailored to support your scaling goals.
CFO Services
Our fractional CFO service offers businesses and high-net worth individuals expert financial leadership on a part-time basis. Ideal for companies or high-net worth individuals that need strategic financial insight without the commitment of a full-time CFO or business manager. We provide support in key areas such as cashflow management, forecasting, performance analysis, and Human Resources support. Our goal is to equip you with the knowledge and strategies needed to drive informed decision-making and sustainable growth.
Bookkeeping
Our comprehensive bookkeeping service ensures your financial records are accurate, organized, and up to date. From managing daily transactions to handling monthly reconciliations, we take care of the details so you can focus on growing your business. With our reliable support, you can trust that your financial data is always precise and ready for informed decision-making for your business or personal household.
Financial Planning
At Brownstone Financial Management, we provide strategic financial planning tailored to both businesses and individuals. We offer more than just number crunching by delivering forward-looking strategies to help you grow, protect, and optimize your financial future. Whether you need cash flow forecasting, budgeting, investment planning, or long-term wealth strategies, we bring hands-on expertise and real-world solutions that fit your goals. Together, we'll turn financial clarity into confident decision-making.