Why us?

Your finance team and benefits broker should be talking to each other. With us, they are.
Fractional CFO / Controller
  • Financial statement preparation and analysis
  • Monthly, quarterly, and year-end close support
  • General ledger and account reconciliation
  • Accounting policy development and documentation
  • Audit Support
Employee Benefits
  • Year-round strategic partnership, not just annual renewal meetings
  • Employees have our direct cell for real-time support
  • 3-Year Benefits Roadmap aligned with business growth
  • Hands-on claim resolution and HR workload relief
  • Integrated with your finance team to uncover hidden savings
Technology & Systems
  • ERP selection, implementation, and optimization
  • Financial systems integration and controls
  • Online Enrollment via Ease, Gathr, or Employee Navigator
  • Experienced in Quickbooks, Microsoft Dynamics, Oracle NetSuite, Sage, Unanet, Deltek, and other ERP Systems
  • Experienced in ADP, Paycom, Gusto, PayChex, Paylocity, and others.
Operational & Process Improvement
  • Finance process optimization and automation
  • Close acceleration and reporting efficiency initiatives
  • Shared services and finance transformation support
  • Data analytics and management reporting enhancements
  • Benefits communication and enrollment analysis
Human Resources & Payroll
  • Payroll Services (Including audits and reconciliation)
  • Policy/Handbook/Organizational Design
  • Compliance & Risk Management (Including Prevailing Wage)
  • HR Operations & Process Improvement
  • HRIS / Payroll System Selection/Implementation/Integration
Compliance
  • Employee handbook review and creation
  • HR compliance support for all 50 states
  • Harassment prevention training programs
  • Access to HR compliance library and resources
  • Employee relations guidance and best practices
85 +

Years Combined Experience

10000 +

Employees Served

3

Services, One Team

What Our Clients Say

Real businesses. Real results. Hear from companies who've experienced the Brookside CXO difference.
testimonials
"We were paying three different companies to do what Brookside CXO does under one roof. The cost savings were immediate, but the real value is having everyone on the same page."
Michael Torres
CEO
testimonials
"Our benefits broker finally understands our cash flow, and our bookkeeper actually knows what we're spending on healthcare. It sounds simple, but it's been a game-changer."
Jennifer Huang
HR Director
testimonials
"Brookside CXO saved us over $140,000 in the first year just by showing us where our benefits and payroll costs were misaligned with our actual business needs."
David Reed
Owner
testimonials
"They're not just service providers—they're strategic partners. When we're making decisions about hiring or expansion, Brookside CXO helps us understand the real financial impact."
Carlos Martinez
Founder

Let's Start the Conversation

See how much you could save by bringing your bookkeeping, benefits, and payroll under one roof. Request a free consultation today.

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