Executive Financial Leadership.
Built Around Your Business.
Fractional CFO • Controller • Financial Transformation • Management Consulting
When the business has outgrown the accounting function
Growth has a way of exposing what once worked.
The books may be getting closed, but management doesn't have the financial information it needs. Cash flow is difficult to predict. Job costing isn't reliable. Processes depend too heavily on one person. The accounting team is working hard, but the structure behind them hasn't kept pace with the business.
Sometimes the problem isn't the people. It's the system around them.
NorthPoint works with ownership and management to understand what is happening, determine what needs to change, and build a financial operation appropriate for the business you have today--and the one you're building next.
What northpoint does
Financial Assessment & Advisory
Before prescribing a solution, we understand the business.
You don't need to know whether you need a CFO, a Controller, a better close process, a new accounting structure, or something else entirely.
That's what the first conversation is for. We'll talk about the business, what's working, what isn't, and what you're trying to accomplish.
Then we'll discuss whether NorthPoint can help.
NorthPoint's Initial Financial Assessment evaluates the accounting and financial operation from a controller and executive perspective, identifying risks, gaps, priorities, and opportunities for improvement.
The result isn't a generic checklist. It's a practical roadmap.
NorthPoint Initial Financial Assessment
Clarity before commitment.
NorthPoint's Initial Financial Assessment provides business owners and executive leadership with an independent evaluation of their accounting and financial operations.
Our structured assessment identifies financial reporting gaps, operational risks, internal control weaknesses, and opportunities to strengthen the accounting function.
The engagement concludes with a practical roadmap outlining findings, priorities, and recommended next steps.
Whether your organization needs targeted improvements, temporary financial leadership, or ongoing Controller and CFO support, the assessment provides a foundation for informed decisions.
A defined engagement. A clear deliverable. No obligation to enter an ongoing services agreement.
Fractional Controller & CFO Leadership
Not every business needs—or is ready for—a full-time CFO or Controller.
NorthPoint provides experienced fractional financial leadership scaled to the needs of the organization, from executive financial strategy and cash-flow management to month-end close, reporting, controls, accounting-team oversight, and operational finance.
Financial Transformation
When the accounting function isn't working the way it should, adding more people isn't always the answer.
NorthPoint helps businesses redesign and strengthen financial operations, including:
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Accounting cleanup and stabilization
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Month-end close and financial reporting
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Cash-flow management and forecasting
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Project and job-cost accounting
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Internal controls
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Payroll and accounting-process oversight
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SOP and process development
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Accounting-team development
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Transitioning appropriate outsourced functions back in-house
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Audit preparation
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Accounting systems and workflow improvement
Transition & Interim Leadership
Leadership changes, acquisitions, rapid growth, and accounting turnover can leave businesses without the financial structure they need.
NorthPoint can provide temporary fractional leadership to stabilize the accounting function, build the necessary processes, develop the team, and--when appropriate--help transition the role to a permanent hire.
a different kind of fractional firm
NorthPoint was built around a simple idea:
The client should receive the right level of expertise for the work that needs to be done.
A senior financial executive shouldn't be performing work better handled by an experienced staff accountant. And a growing company shouldn't have to hire an entire accounting department simply to gain access to experienced financial leadership.
NorthPoint engagements can combine senior CFO and Controller expertise with additional accounting resources when appropriate.
Our consultants work within a common methodology and quality standard while engagements remain tailored to the individual client.
That creates a scalable solution for the client—and a more effective use of financial resources.
CEMS™ — Controller Engagement Management System
Consistent methodology. Customized execution.
Every business is different.
Its people are different. Its systems are different. Its industry, customers, processes, risks, and priorities are different.
That's why NorthPoint doesn't force clients into a standardized consulting package.
Our proprietary Controller Engagement Management System (CEMS™) provides the structure behind our engagements while allowing the execution to be configured around each client.
CEMS™ creates consistency in how NorthPoint assesses, plans, manages, documents, and reviews engagements.
The methodology is consistent.
The solution is yours.
industries we understand
NorthPoint serves privately held, owner-led, and newly acquired businesses throughout the United States, with particular experience in:
HVAC & Mechanical Contractors
Construction & Specialty Contractors
Project-Based Businesses
Professional & Service Organizations
Privately Held & Owner-Led Companies
Newly Acquired & Transitioning Businesses
Our primarily remote delivery model allows NorthPoint to provide experienced financial leadership without geography determining whether we're the right fit.
Better Financial Decisions Start With Better Financial Information.
Whether your business is growing, changing, or simply ready for a stronger financial operation, the first step is understanding where you are today.
Let's talk about what's working, what's getting in the way, and what your business needs next.