CastleBridge is the finance function for owners who run their business through more than one entity.
We take over the month-end close, the consolidation, and the investor and lender reporting for owner groups with 5 to 40 entities — so the numbers your partners, your bank, and your CPA see are the same numbers, produced on the same day every month, without you assembling them.
We do not replace your bookkeeper or your tax CPA. We sit between them and you, and we own the number.
Every figure we report can be shown gross or at your attributable share, from one calculation — because we built the system that does it.
Where engagements start
The Multi-Entity Close Diagnostic
$3,500–$5,000 · two weeks · fixed fee
A paid, scoped teardown of how your group's numbers get produced today. We map every entity and how they relate, trace one month's close end to end, and deliver a written finding: what does not tie, why, and what it takes to fix.
It is deliberately not a free assessment. A fixed fee means we see the books before anyone quotes a retainer — which is the difference between a scope that holds and one priced from a phone call.
How your data is handled
- We are read-only in your ledger. We pull from QuickBooks and similar systems. We never post, adjust, or delete anything in your books — they stay your system of record, and your auditor's.
- Your data is isolated from every other client of ours. Not by convention or by folder structure — the separation is enforced in the platform's own code, and a test that proves it has to pass before any change ships.
Talk to us
If you run more than one entity and the consolidation is the part that hurts, that is the conversation to have.