North Point CFO
Financial Advisory For Owner Led-Business
About North Point CFO
Financial expertise rooted in real business experience
North Point CFO brings a unique perspective to financial advisory, blending professional expertise with a deep understanding of small business operations. Growing up on a family-owned dairy farm in Midwest Ohio, the founder has witnessed firsthand the challenges and triumphs of owner-led businesses. This background, combined with a Bachelor of Science in Accounting and Finance from The Ohio State University, drives a passion for helping businesses thrive.
With nearly a decade as a CPA specializing in small to medium-sized businesses, North Point CFO understands that success is personal and defined by each owner’s goals. The firm focuses on guiding clients toward healthy cash flow and sustainable growth, filling the gap left by traditional accounting firms. Every strategy is designed to support business owners transitioning from owner-operators to owner-investors.
Our Services
Strategic advisory to unlock your business potential
North Point CFO provides tailored financial advisory services crafted to help owner-led businesses grow their cash flow and meet their personal and business goals.
The approach focuses on actionable guidance, integrity, and measurable results.
Cash Flow Management
Comprehensive strategies to optimize cash flow, enabling business owners to seize opportunities and maintain financial health.
Tax Strategy and Planning
Customized tax solutions designed to minimize liabilities while supporting long-term business growth.
Business Growth Advisory
Step-by-step guidance to scale operations, improve profitability, and align business growth with personal success goals.
Owner-Investor Transition
Support for business owners shifting from day-to-day operations to strategic investment roles, securing their financial future.
What Sets Us Apart
Integrity, experience, and personalized results
North Point CFO is committed to restoring integrity to financial advisory by delivering transparent, honest guidance with real results.
Our approach focuses on solving the pain points of small to midsize business owners to create lasting success based on each owner’s unique definition.
🤝 Integrity First
No overselling or underdelivering. We prioritize honest communication and trust in every client relationship.
📊 Decade of Expertise
Nearly ten years of CPA experience specializing in owner-led businesses means practical, proven strategies.
🚀 Results-Driven Growth
Focused on helping clients transition from hands-on operators to successful investors achieving their personal and business goals.
Ready to grow your business and financial future?
Contact North Point CFO today to schedule your consultation and take the first step toward sustainable growth and financial clarity.
Phone: (419) 616-3498
Email: admin@northpointcfo.com
Hours: Monday through Friday, 9am – 5pm
