Transforming businesses through financial insight and lasting partnership.
Our Impact Is The Turning Point for Transformation.
Founded in 2009, Turning Point has quickly become the leading CFO consulting practice in the West Coast. We offer financial advisory services to a wide range of companies in a variety of industries – from media to manufacturing, and everything in between.
Our approach is proprietary reliable predictable effective clear
We help our clients’ companies scale & restructure, improve cash flow and make the most of their financial information. Your company’s future depends on your understanding of today’s financials. Let us transform how you lead the way into a brighter future.
Leadership Through Finance.
We use Finance to transform a business so companies (and their owners) can thrive. We do this by facilitating improved cash flow, increased profitability, and increased value. Our multi-function team includes accountants, financial analysts, legal and operational experts to create the best, most comprehensive outcome for our clients.
Tools To Facilitate Impact.
CFO Consulting
Cash Flow Management & Analysis
Business Turnaround Consulting
Financial Reporting
M&A Support
Talent Acquisition
Forensic Accounting
Lender Negotiations
Interested in working with us?
Feel free to reach out to us to get a free quote for our services, or to ask any questions you may have about Turning Point.
“At Efinancial, we were a fast-growing life insurance distribution company. We quickly needed to align our growth with financial and operational processes that would support us during this time. Turning Point’s team quickly evaluated our reporting systems and metrics to help gain insight into our business.”
- MICHAEL ROWELL, CEO, EFINANCIAL
“As a company, we were at a crossroads when we hired Turning Point. We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO. Revenues were up but the additional business was not growing our bottom line. We did not have the in-house expertise to manage the complexities brought on by our growth. We did not have a financial reporting system capable of helping us pinpoint our problems.”
- DEAN E. WILSON, CEO, KING-ELECTRIC
“Our company was rapidly expanding into different markets and our financial and operational planning became significantly more complex. We needed to take the next step for us to manage the growth. Turning Point helped us forecast our profits, cash flow, and covenants with our bank, enabling us to make the best decisions for our company. They dived into the details and quickly understood the complexity of our business to ensure we had the best path for success.”
- BRUCE HALDORS, CEO, TRANSPO GROUP
“Daco Corp brought Turning Point in at a key inflection point when we were dealing with transition in our accounting department. They quickly added value well beyond what we expected and, 4 years later, continued to benefit from the impact they delivered. Turning Point got us through what could have been a rocky time and transformed the way we think about finance. As a result, we are more mature financially and more confident running the business.”
-Steve Duffield, Daco Corp
“When Sagacity was introduced to Turning Point, we were at a crossroads. Having grown quickly, we saw that many of our processes and procedures needed to be upgraded or rethought. Turning Point’s significant experience with companies of various industries and sizes proved extremely helpful.”
- NICOLE VOGEL, CEO, SAGACITY
“Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved, and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”
-Matt Sauri, Wimmer Solutions
We empower business owners to lead their companies fearlessly.
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