Outsourced CFO + Accounting Services

Built for Growing Businesses.

You don't need more reports. You need numbers you can trust — so you can make smarter decisions and grow with confidence.

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What We Do
CFO-level strategy without the CFO salary.
We help you make decisions without second-guessing your financials.

Fractional CFO Strategy

  • Trusted partner to CEO / Founder
  • Focus on enterprise value creation
  • Enhance people, process & technology
  • Banking, board, and investor relations

Accounting Solutions

  • From bookkeeping to full-cycle accounting
  • Enhance internal controls
  • Robust month-end close process
  • Books cleanup & system implementations

Transaction Services & Special Projects

  • Capital raising & financing
  • M&A / sell-side advisory
  • Software cleanup & implementations
  • Interim CFO & accounting support
Who We Work With
Small businesses ready to grow up financially.
Companies with $500K to $20M in revenue that need more visibility, better planning, and the confidence to scale intentionally. We provide the financial clarity to get you there.
How We Can Help
The problems we solve.

CFO Judgment Without the Full-Time Cost

You need executive-level financial thinking, but a full-time CFO doesn't make sense for your business right now. When you've outgrown basic accounting and need guidance that goes beyond the day-to-day, that's when we step in.

Growth Decisions That Require Both Data and Judgment

As you grow, decisions around cash flow, pricing, and hiring start to carry more risk and get more complex. We help you move forward confidently, with both clear data and an experienced financial perspective behind you.

Timely, Actionable Financial Visibility

Your financials exist — but they're delayed, unclear, or not giving you the insight you actually need. Without the right visibility, it's hard to know what's working, what's not, and what to do next. Let us clear things up.

Removing Gaps in Strategic Planning

You need a clear, reliable financial plan guiding your decisions. Without forecasting and scenario planning, strategy and execution can easily fall out of sync.

Helping Your Financial Infrastructure Keep Up

The systems and processes that got you here are starting to show strain as the business grows. Without stronger foundations, inefficiencies and risks begin to compound behind the scenes. We help you get back on track.

Preparing for a Major Financial Event

When you're approaching a key moment — raising capital, selling, or pursuing a transaction — you need to be fully prepared. That means having the right financial story, structure, and support in place before the stakes get higher.

About
About Oakbridge Finance
Chris Matheson

Chris Matheson founded Oakbridge Finance to bring CFO-caliber financial leadership to small and growing businesses — without the six-figure salary.

With 16 years of experience spanning Big 4 public accounting (EY, PwC), corporate development, and VP-level finance leadership, Chris has operated across the full spectrum of finance — from managing month-end close and building forecasting infrastructure to leading M&A transactions from $5M to $5B and executing over $30M in cost savings initiatives. He's worked shoulder-to-shoulder with founders, CEOs, boards, and private equity sponsors to drive financial clarity, improve operations, and prepare businesses for their next chapter.

Today, Oakbridge serves growing businesses across industries — from healthcare and SaaS to professional services and consumer products — with fractional CFO strategy, outsourced accounting, and transaction advisory. Whether it's raising capital, cleaning up the books, building investor-ready reporting, or preparing for a transaction, Oakbridge provides the financial leadership and infrastructure that founders need to scale with confidence.

CPA MBA — Brigham Young University B.S. Accounting — BYU
Our Technology

Meet Acorn — our QBO data extraction tool.

We built Acorn to solve the reporting problems we ran into with our own clients. It pulls your QuickBooks data into clean, structured workbooks with formatted reports, custom account mapping, flat files for analysis, and built-in validation.

Learn About Acorn
Acorn — QBO data extractor

The Financial Brain You Need,
When You Need It.

Don't wait until there's a crisis. Worrying about a cash crunch, messy books, or investor pressure takes time away from your business.

Book a Free Consultation

Let's talk.

Whether you're looking for a fractional CFO, need help cleaning up your books, or are preparing for a major financial event — we'd love to hear from you.