QuickBooks wasn't built for project work
No real accrual accounting. No percentage-of-completion. No way to know which jobs are actually profitable until long after they're closed.
For experiential agencies running 10 to 100 people
Built on connection.
brdg unifies pipeline, financials, delivery, and audit history into one operator-grade workspace — so you can see what’s moving, what’s drifting, and what needs action.
brdg.
Your books, finally caught up to your business. Recognition entries, accruals, and reconciliation — connected to QBO.
The problem
You're running a $5M agency on QuickBooks and a Google Sheet.
Pipeline lives in one tool. Books live in another. The “real” numbers live in a spreadsheet only your bookkeeper understands. Every month-end is a fire drill because nothing’s connected — and every honest conversation about the business requires a translator because nothing reconciles. You know it’s not sustainable. You also know NetSuite isn’t the answer.
Real ERPs are the wrong shape
NetSuite costs $100K+ and takes nine months to deploy. Workbook is rigid. Both are designed for businesses you're not — yet.
So you’ve built it off-books
A spreadsheet stack maintained by a fractional controller. Disconnected from your pipeline, disconnected from your delivery, disconnected from QBO. It works until it doesn’t — usually right before due diligence.
What brdg is
The connected layer your agency was missing.
brdg connects the data your business actually runs on — pipeline, projects, teams, clients, books, and audit history — and keeps projections and actuals reconciled in real time. The data stays connected, the math stays current, and the system surfaces what’s changing while it’s still changeable.
One number, end to end
Pipeline, projects, recognized revenue, and cash — reconciled, not reconstructed. The number you quote your partners is the number in the books.
Every project, in context
A job isn’t just a P&L line. brdg connects each project to the pipeline opportunity it came from, the client behind it, and the financial health of the work — so when a margin slips or cash flow shifts, you see what’s driving it. Not project management. The financial reality underneath it.
Signals, not suggestions
brdg watches the connection between what you projected and what’s actually happening. When a project’s margin slips, when an accrual drifts, when a number stops matching — you get a signal. Not a suggestion about what to do. A signal that something needs your attention. Software for the data. Humans for the judgment.
Every accrual, fully traceable
A complete audit trail for every recognition entry — who, when, why, and what changed. Exports cleanly into QuickBooks. So you can defend every number you put in front of partners, lenders, or — if and when the day comes — a buyer.
Real CFO judgment, behind every signal
The system surfaces the signals. A real CFO — someone who’s actually run an agency — helps you read them. AI handles the pattern detection. Humans handle the judgment. And every signal the system gets wrong, you correct — so it gets sharper.
The bridge
From pitch to paid, on one system.
Most agencies stitch together a different tool for every stage of a project’s financial life. The handoffs are where the truth gets lost — between the CRM and the project tool, between the project tool and QuickBooks, between QuickBooks and reality. brdg is the connection. Projections and actuals, reconciled live, all the way through.
Pipeline
Opportunity
Won
Project open
Production
% complete
Recognized
Accrual entry
Invoiced
A/R
Paid
Cash flow
Why us
Built by people who've actually run this business.
Most software for agencies is built by software founders guessing at the workflow. We're not guessing. We've run the P&L, closed the books at 2am, sat across the table from buyers in due diligence, and signed the wires when projects went sideways. Then we built the system we wished existed.
David Garlick
Co-founder
Former COO/CFO of MKG, twice on Crain's "50 Fastest Growing Companies in NYC." Helped spin off Pink Sparrow, then led the sale of both companies in 2019. Now advises some of the country's leading agencies.
Co-founder
How it works
Live in six weeks. Run by you, supported by us.
We don't sell software you have to figure out. brdg comes with hands-on implementation — discovery, integrations, training, SOPs, go-live — and ongoing CFO advisory. You keep your tools. We connect them, automate the accruals, and meet with you every month.
Week 1
Discovery
We dig into your current systems, your project flow, and what "good" actually looks like for your business.
Weeks 2–3
Setup & integrate
QuickBooks tuned for accruals and project-based revenue. We connect brdg to QBO and recommend best-practice setups — like pairing it with Expensify — to keep your day-to-day clean.
Week 4
Train your team
Custom SOPs, hands-on sessions for producers and finance staff, the playbook that makes adoption stick.
Weeks 5–6
Go live
Dashboards on. First monthly close. Ongoing CFO advisory begins. You stop running the business on a Sunday.
Engagement
Engagement-based, sized to your business.
brdg is sold as a bundled engagement — not a self-serve subscription — because the value is in how it's set up around your business, not in handing you a login. Every engagement includes the platform, hands-on implementation, monthly CFO advisory, and ongoing support.
Platform
Dashboards, accrual engine, audit trail, and the data layer that connects pipeline, projects, teams, clients, and cash. The math behind every decision, current and traceable.
Implementation
Six-week setup. Discovery, QuickBooks tuning, custom SOPs, staff training, and go-live.
CFO Advisory
A monthly review with David — the strategic conversation, not just the numbers.
Ongoing Support
Continuous improvements, new integrations as your business grows, and a team that picks up the phone.
We quote every engagement individually — right-sized to your business, the systems you’re running, and where you want to take them. Implementation is a one-time investment that covers system tuning, training, and SOPs. The platform and CFO advisory are ongoing.
We'll walk through the numbers on a 30-minute call. We work best with experiential agencies between 10 and 100 people.
Next step
Worth a 30-minute conversation.
We'll look at your current setup, tell you honestly whether brdg is a fit, and if it isn't, point you toward what is.