Financial & CFO Advisory Services

We identify opportunities to boost your company’s financial performance.

Our CFO advisors work closely with your team to improve cash flow and target systemic changes for the most lasting impact on your bottom line. Our team are experts in improving financial reporting to bring real-time information to decision-makers to assist with strategic planning. We will help identify the key performance indicators that matter most to your business and fine-tune your operations to meet your goals. With Turning Point, you get the support you need to project and manage your company’s growth.

Strategic Finance

We deploy our tools and expertise to help you take better control of your budget, paving the way for new opportunities to maximize revenue. This involves analyzing your expenses and performing efficient cost comparisons to determine new methods to improve net profits through internal management and policy changes.

Every shift in financial management procedure is based on data-driven growth strategies, whether that means consolidating roles or expanding them to ensure resources are used where they matter most. Our role is to watch over your company’s trajectory so that you can focus on other key business functions such as driving company profits and improving customer satisfaction.

Financial Operations

Accounting and budgetary needs are 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 bring together management teams to collect all pertinent information and financial records specific to the need. Our experience includes coordinating a vast number of data-management systems to synthesize the relevant figures with full respect to your timetables.

No matter the timeframe 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 also refine reporting practices to enable more accurate forecasting. This improved accuracy prioritizes the most urgent decision-making needs while helping compliance teams catch potential issues early. General accounting processes also improve, with key decision-makers finding it easier to reconcile balances and use reports more effectively.

Data Analytics

A transformation from spreadsheets to interactive dashboards doesn’t just save time, it equips you with the power to make informed decisions quickly. Our dashboards are meant to help you see your future more clearly by creating valuable correlations between complex data sets. Our team specializes in analytics tools such as Power BI to turn your financial data into clear, actionable insights.

Our Solutions.

  • Cash Flow Management

  • Forensic Accounting

  • Lender Negotiations

  • Ad Hoc & Trend Reporting

  • Improved Financial Reporting

  • M&A & Audit Support

  • Quality of Earnings Report

  • Data Analytics & Dashboards

  • Staff Training & Development

  • "To have a team that has built a robust model, has done the work, and can speak eloquently and intelligently to investors is pretty solid. I shudder thinking of where I would be without the Turning Point team."

    — Max Baker, Founder & CEO of ILLUMAGEAR

  • “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

  • “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

Can we help your organization?

We’re determined to make a positive impact. Contact us to get the conversation started.