Financial & CFO Advisory Services
We work with your CFO to identify areas where your company’s financial performance can be improved.
Our team is focused on improving financial reporting to bring real-time financial information to management to assist with strategic planning. Through these insights, we are able to help with projecting and managing your company’s growth.
Every Turning Point solution is based on financial reports that are accurate, insightful, and actionable. We will quickly and clearly understand your company and its financial situation, to present the best strategy moving forward.
With Turning Point, you get the help you need to project and manage your company’s growth.
How Turning Point Strategic Advisors Can Help
Our CFO advisors work closely with your CEO and investors to improve cash flow and target systemic changes that will have the most lasting impact on your bottom line. To do so, we identify the key performance indicators that matter most in your field and fine-tune your strategies to reflect our efforts' effect on those metrics. Continual feedback between performance and measurement permeates all our essential functions, ranging from general financial and management practices to the details required for greater data management and reporting practices.
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Strategic Finance
We apply every means necessary to help you exert greater control over your budget, immediately setting the stage for new opportunities that maximize revenue gains. These necessary changes also entail analyzing expenses and performing efficient cost comparisons to help you determine new ways to improve net profits via internal management and policy changes.
Every shift in financial management procedures is performed within the context of data-driven growth initiatives, consolidating roles or branching out as necessary to enable your company to apply its resources where and when they count most. Our job is to maintain a cohesive view of the trajectory of your company so that you can maintain your focus on the practical tasks that matter most in terms of company profits and customer satisfaction.
Financial Operations
Accounting and budgetary needs are also thoroughly addressed, whether they require basic bookkeeping or broader capital planning. We also develop more efficient customer invoicing and other data-management procedures, along with vendor management solutions that ensure your supply chain is efficient, flexible, and founded on enduring relationships.
Compliance
To ensure impeccable payroll, investors, and tax records, we unite every relevant department to review the most critical obstacles to compiling all pertinent financial records per your specific needs. Our experience includes coordinating a vast number of data-management systems to synthesize the relevant figures with full respect to your timetables.
No matter what time frame your business is under, we prioritize the elements that your compliance protocols require and modify accounting, budgeting, or investment procedures as necessary to ensure your compliance reports are in perfect order 100% of the time.
Reporting
In addition to our industry-leading financial modeling services, we tighten up reporting practices to enable more accurate forecasting. This forecast accuracy streamlines board members' most urgent decision-making needs while helping compliance teams spot potential issues as early as possible. General accounting methods also improve, as key decision makers find it easier to reconcile balances and streamline report usage for greater utility.
Our Tools.
Cash Flow Management
Forensic Accounting
Lender Negotiations
Ad Hoc & Trend Reporting
Improved Financial Reporting
M&A & Audit Support
Staff Training & Development
Time to Work with Turning Point Strategic Advisors
We are on a mission to redefine the role of the middle market and have become the premium consulting firm in the greater Northwest region. Our commitment to your company is as strong as our commitment to our own. We have ensured it by adopting a business model that aligns our needs perfectly with our customers.
In every task, we pursue excellence on our client's behalf, maintaining a neutral and objective view so that we remain adaptable to the needs of each client — even the ones we haven't yet met.
If you need a full-spectrum approach to improving your business operations, don't hesitate to reach out to Turning Point Strategic Advisors. Our team has the experience and scope of vision necessary to boost profitability, enhance cash flow controls, and increase your company's value far into the future, starting right where you're at.
Case Studies.
Client Testimonials.
“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, Financial
“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
“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
“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
“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
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.