About Brightline Advisory Services

Strategic Business Consulting Grounded in Financial Leadership Excellence

Our Story: Where Strategic Vision Meets Financial Precision

Built on decades of CFO-level experience and proven business transformation results

From the Boardroom to Your Business

Brightline Advisory Services was founded on a simple but powerful observation: too many growing businesses struggle not from lack of ambition or hard work, but from the absence of systematic strategic planning and financial clarity.

Our founder brings decades of executive financial leadership experience across multiple industries including transportation, logistics, waste management, and professional services. Having served as CFO and strategic advisor for companies ranging from mid-market to large enterprises, our team understands the challenges business owners face when trying to scale beyond founder-dependent operations.

The difference? We've lived it. We've built financial systems, led strategic planning processes, and guided leadership teams through the exact transitions your business is facing. Our consulting isn't theory—it's tested methodology backed by years of practical implementation experience.

Today, Brightline Advisory serves growing companies nationwide, bringing CFO-level strategic thinking and proven business framework implementation to organizations ready to transform their operations and achieve sustainable, systematic growth.

Our Core Values Drive Every Client Engagement

The principles that guide how we serve our clients and deliver results

💎

Clarity

We eliminate ambiguity and create crystal-clear strategic direction, accountability systems, and performance metrics that everyone understands.

🎯

Strategy

Every recommendation we make is grounded in strategic thinking and financial analysis, ensuring your resources drive maximum impact.

⚖️

Accountability

We build systems that create natural accountability throughout your organization, reducing founder dependency and enabling scalable growth.

📊

Results

Our success is measured by your measurable outcomes: improved profitability, stronger leadership teams, and systematic business growth.

Meet the Brightline Advisory Team

Expert consultants with proven track records in strategic business transformation

Our team combines deep financial leadership expertise with practical business framework implementation experience. We've served in CFO and senior leadership roles across multiple industries, giving us the unique perspective to understand both strategic planning and operational execution.

David Carlisle, CPA, CMA

Founder & Principal Strategic Advisor

After spending 20 years in financial leadership, 7 of that as a CFO, David started Brightline Advisory Services to help growing businesses thrive. His career has been defined by helping companies transform from founder-dependent operations into systematically managed businesses across transportation, logistics, waste management, and professional services industries.

David's unique perspective comes from his extensive CFO experience combined with expertise in business framework implementation. He specializes in EOS (Entrepreneurial Operating System) and Scaling Up methodologies, but takes a framework-agnostic approach—recommending what works best for each client's specific needs and culture.

What sets David apart is his belief that every business owner needs a trusted advisor/coach to help them with clarity, strategy, and accountability. He doesn't just offer accounting and finance advice—he helps you build a business that serves you, rather than one that you are a servant to.

David's approach starts with financial clarity and builds sustainable growth frameworks around proven business operating systems. He works alongside leadership teams to ensure lasting transformation through practical, actionable systems that deliver measurable results.

Professional Background & Expertise:

  • 20 years of financial leadership experience, 7 years as CFO
  • Certified Public Accountant (CPA)
  • Certified Management Accountant (CMA)
  • Business framework implementation expert (EOS, Scaling Up)
  • Former CFO for mid-market and enterprise companies
  • Strategic planning and leadership team development specialist
  • Deep expertise in transportation, logistics, waste management, and industrial services
  • Proven track record of building high-performing leadership teams

Our Consulting Approach

How we help businesses achieve systematic, sustainable growth

01

Financial Foundation First

We start every engagement with financial assessment because strategy without financial clarity leads nowhere. Our CFO-level analysis ensures every recommendation is tied to measurable financial outcomes.

02

Framework Implementation

We implement proven business frameworks (EOS, Scaling Up, or custom systems) tailored to your specific industry and culture. Our implementation ensures lasting change, not temporary improvements.

03

Leadership Development

We develop your leadership team's capability to execute independently. Our goal is to make ourselves unnecessary by building self-sustaining leadership systems within your organization.

Why Companies Choose Brightline Advisory

What makes our approach different from other business consultants

CFO-Level Financial Expertise

Unlike many business consultants who focus solely on process and systems, we bring decades of CFO-level financial leadership. This means:

  • Every strategic recommendation includes financial impact analysis
  • Performance metrics that actually drive profitability
  • Resource allocation decisions based on ROI
  • Cash flow management integrated with strategic planning

Practical Implementation Experience

We've lived in the CFO chair, led leadership teams, and implemented the exact frameworks we recommend. This practical experience means:

  • Real-world solutions, not textbook theory
  • Understanding of implementation challenges
  • Proven methodologies across multiple industries
  • Systems that work in actual business environments

Industry-Specific Expertise

Our deep experience in transportation, logistics, waste management, and professional services gives us unique insights into operational challenges:

  • Understanding of industry-specific financial drivers
  • Knowledge of operational complexities
  • Relevant benchmarks and best practices
  • Proven frameworks adapted to your industry

Results-Focused Partnership

We measure our success by your measurable outcomes. Our engagement model focuses on:

  • Clear deliverables and measurable milestones
  • Leadership team capability development
  • Sustainable systems that outlast our engagement
  • Ongoing support as your strategic advisor

Ready to Transform Your Business?

Let's discuss how our team's unique combination of CFO-level financial expertise and business framework implementation can help your company achieve systematic, sustainable growth. Schedule your free strategic consultation today.

Schedule Your Free Consultation