OVERVIEW
Bookkeeping, CFO, and M&A Services for Every Business Stage
Unbridled Advisory provides expert bookkeeping services in Louisville, along with strategic CFO solutions and M&A consulting services tailored for startups and SMBs. From financial planning and cash flow forecasting to capital raise support and tax advisory, we deliver the insights and structure your business needs to scale. Our mission is to empower visionary leaders with the financial clarity and confidence to grow at every stage.
Our experienced financial experts handle your bookkeeping, CFO, and M&A services—so you can focus on growth. Unbridled Advisory’s 100% USA-based team keeps your business financially agile, competitive, and prepared to seize new opportunities at every stage. From strategic guidance to day-to-day financial management, we’re the partner that empowers you to lead with clarity and confidence.
Each and every financial transaction tells a story.
Do you know what yours are saying?
At Unbridled Advisory, we transform disorganized financials into clear, actionable strategies. Whether it's accurate bookkeeping services in Louisville, fractional CFO support, or M&A consulting services, we craft a financial story that powers your next stage of growth. From balanced books to securing capital and fundraising solutions, we equip you with confidence, clarity, and the financial insight to seize every opportunity ahead.
Our Clients Include:
The financial advisory firm that grows with you.
FINANCIAL SERVICES
Unbridled Advisory offers comprehensive financial services that support your business at every stage of growth. We tailor our services to meet your evolving needs, crafting a customized engagement that matches today’s operational needs and tomorrow’s ambitions.
Bookkeeping: Managing the day-to-day transactions of your business, providing a real-time view of every dollar in and out.
Fractional Controllership: Integrating financial analysis to create a comprehensive understanding of all costs, revenue, and cash flows associated with every dollar spent and earned to provide strategic cost management and insights for decision-making.
Audit Support: Delivering comprehensive audit-readiness services, equipping organizations with internal controls, data analysis, and robust preparation strategies to ensure seamless alignment with regulatory requirements and standards.
Financial Planning & Analysis (FP&A): Generating monthly reporting with actionable data and analytics telling you exactly what happened and why.
Fractional CFO Services: Delivering executive-level financial expertise and strategic planning for a fraction of the cost of a full-time CFO.
Capital Raise: Providing expert guidance on crafting compelling investor presentations, developing strategic capital-raising plans, and optimizing financial reporting to attract and secure investment.
Mergers & Acquisitions (M&A): Capitalizing on advancement opportunities that integrate seamlessly with your financial goals. We analyze, structure, and execute deals for buying or selling—safeguarding against risky transactions and agreements with thorough due diligence services.
Bookkeeping: Managing the day-to-day transactions of your business, providing a real-time view of every dollar in and out.
Fractional Controllership: Integrating financial analysis to create a comprehensive understanding of all costs, revenue, and cash flows associated with every dollar spent and earned to provide strategic cost management and insights for decision-making.
Audit Support: Delivering comprehensive audit-readiness services, equipping organizations with internal controls, data analysis, and robust preparation strategies to ensure seamless alignment with regulatory requirements and standards.
Financial Planning & Analysis (FP&A): Generating monthly reporting with actionable data and analytics telling you exactly what happened and why.
Fractional CFO Services: Delivering executive-level financial expertise and strategic planning for a fraction of the cost of a full-time CFO.
CORPORATE FINANCE
Capital Raise: Providing expert guidance on crafting compelling investor presentations, developing strategic capital-raising plans, and optimizing financial reporting to attract and secure investment.
STRATEGIC FINANCE
Mergers & Acquisitions (M&A): Capitalizing on advancement opportunities that integrate seamlessly with your financial goals. We analyze, structure, and execute deals for buying or selling—safeguarding against risky transactions and agreements with thorough due diligence services.
CORPORATE DEVELOPMENT
Not sure what you need? We can help with that. Connect with us here.
INDUSTRIES SERVED
Cross-sector financial expertise for strategic, profitable results.
Our diverse client portfolio spans pre-revenue startups and high-growth SMBs to mature middle-market businesses across various industries. We’re proud to operate as strategic financial partners in industries including the following:
We’ve crunched the numbers.
You can’t afford an uninvested, uncommitted
financial partner—your growth demands more.
In today’s financial advisory landscape, vendors for bookkeeping, controllership, and data reporting services abound, but true strategic partners are few and far between. As an advisory firm, we take the convenience of contracted financial and accounting services and go further, working side-by-side as deeply invested partners in the growth and success of your business. Around here, we root for your success like it’s our own.
✓ Whole lifecycle financial support—from startup to exit
✓ 75+ years of collective industry experience
✓ World-class service portfolio with the cost effectiveness of outsourcing
✓ Small-business agility, big-business results