Testimonials
What Our Clients Say
“We were consistently behind on closing our books, and as a result, I didn’t have the reliable financial statements I needed to understand what was really happening with my business. We came to Turning Point through a referral, and from the beginning, it was clear their approach was different. They overhauled our accounting function by implementing a disciplined month-end close, delivering accurate financial reporting, and building a forward-looking financial forecast that finally connected our strategic decisions to their impact on profitability and cash flow.
The real 'turning point' came when our books were fully sorted out. For the first time, I could look at the financials and have them mean something. The numbers were stable, predictable, and actionable. With clean financials, I was even able to secure bank financing, a milestone that would not have been possible before.
Working with Turning Point has fundamentally transformed our business. I now understand the numbers, trust the projections, and have a clear view of the big picture. That financial clarity has given me peace of mind in the business and in life. I’m more confident than I’ve ever been in the financial health and trajectory of our company.”
— Andrey Kaletnik, President, Sky City Trucking
“I was heading into a high-stakes acquisition by a multi-billion-dollar company, and I knew the financial and negotiation complexity was going to outgrow what our internal team could handle. Our revenue run rate was under $80M, but the deal dynamics felt like something built for a much larger enterprise. I needed a partner who could operate at that level.
The pre-acquisition phase alone was intense, and the post-close integration layered on a whole new set of demands. Turning Point was different from the other firms I evaluated. They went well beyond just “supporting the finance function." They helped me navigate the negotiation itself, anticipate what the buyer would require, and stay in control of the process over a two-year arc. Looking back, my only regret is not bringing Turning Point in earlier. If I had, I would have had higher-end financial models, monthly and quarterly reporting, and strategic CFO support in place sooner.
In the end, the acquisition was a major success for our business, and Turning Point played a decisive role in getting it across the finish line. If you’re a founder stepping into a complex transaction and need real CFO-level horsepower, they’re the partner you want in your corner.”
— Scott Scribner, CEO, Allied Universal (formerly Star Protection Agency)
“Before we engaged with Turning Point, we were facing major cash management issues. Our forecasts were inaccurate, our data wasn’t actionable, and the growth of the business had outpaced our financial sophistication. It was the thing that kept me up at night.
What set Turning Point apart from other firms was their ability to get into the business - understand the actual drivers behind our numbers, and start speaking our language. From commodities and vendors to customers, payment terms, and banking relationships, they integrated seamlessly into our operations. It truly felt like we had gained an extension of our team, and within six months, we had accurate forecasts and renewed credibility with our bank and board. Beyond delivering the tools and insights we needed, Turning Point kept refining, coaching, and adding value. Their continued support helped us navigate a smooth exit with clean books, organized data, and due diligence support that strengthened our position.
Today, we are experiencing the highest growth and profitability in our company’s history. Our partnership with Turning Point has made a lasting difference in how we run our business.”“Every detail was thoughtfully executed. We're thrilled with the outcome.”
— Austin Kelly, CEO, Willamette Valley Pie
— Terry McCabe, President, Holmes Electric
“Turning Point helped us enhance accounting processes and implement new reporting tools when we needed it most. Their dashboards are amazing, merging different data sets to present solid evidence for analyzing our business.”
— Heather Shepardson, CEO, Rauch Brands [Christopher Radko, Jay Strongwater]
I was selling my small company after 30 years and was overwhelmed by the large corporate buyer’s constant requests for accounting records and reconciliations. It was just me providing data - a true David versus Goliath situation. Then I was blessed to be referred to Turning Point for help.
My biggest challenge was separating my old company's records from the buyer’s while still managing daily operations. I was drowning in work. Turning Point took a much different approach to collecting my data and responding to the buyer’s issues. Instead of raw data, they presented clear, accurate information that met the buyer’s needs – something I wasn’t able to manage while running the business.
Their professional, responsive team provided immediate relief, allowing me to focus on what I needed to do each day. It was an incredible relief knowing they had my back. After months of data submissions and meetings, I came out the other side stress-free and far better off financially than if I had done it alone. Turning Point was absolutely invaluable to my success in selling my business. I can’t speak highly enough of this group of professionals!
— Chris Gates, Owner, Universal Refrigeration
“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, CEO, DACO Corp
“We engaged Turning Point for a Quality of Earnings analysis during our sales process, on the recommendation of our investment bank. Despite our initial hesitation about incurring the cost of a QOE report, it proved to be a very smart decision.
Turning Point did an excellent job on the QofE. They worked seamlessly with our team without disruption and completed the process on time. Our revenue recognition was particularly complex due to our subscription model, churn rates, and marketplace channels like Amazon. The team navigated these challenges impressively, incorporating nuanced data across our consumer and business units.
They also helped us resolve issues like capitalization of freight costs and tackled the intensive ASC 606 revenue recognition requirements, which was critical for us. There is no doubt in my mind that we would use Turning Point again for a QofE. They were professional, thorough, and instrumental in preparing us for a successful acquisition.”
— Gary Rones, CFO, BrickHouse Security
"We have been extremely pleased with our partnership with Turning Point executive search firm. As a growing company backed by private equity, finding the right talent to support our growth has been crucial.
Turning Point has been instrumental in helping us find multiple successful hires, and their team, led by Kristina Angel, has been a proven partner in our success. We highly recommend Kristina and Turning Point to any company in need of a partner in their growth journey."
— Courtenay Casaccio, Chief People Officer, Beacon Mobility
"When our Controller left, we needed to keep our finance function running smoothly while searching for a replacement.
Just as we had hoped, Turning Point stepped seamlessly into the Controller role, and they did more than fill the gap. They improved our accounting processes, created new efficiencies, and brought a fresh perspective that uncovered opportunities for improvement. They also led the search for our new Controller, expertly managing the process and easing the burden on our team."