Strategic Financial
Leadership
Executive-level CFO expertise and financial consulting for businesses ready to scale with confidence.
Schedule a ConsultationComprehensive Financial Solutions
Every business has unique financial needs. Our services are designed to scale with you, providing the right level of support at every stage of growth.
Find the Right Tools for Your Business
Accounting Software Selection
We help you evaluate, select, and implement the accounting software that best fits your business needs, ensuring seamless integration with your existing workflows.
- Software needs assessment
- Platform comparison & recommendation
- Implementation & data migration
- Team training & onboarding
- Ongoing support & optimization
Accurate Records, Peace of Mind
Bookkeeping
Comprehensive bookkeeping services that keep your financial records accurate, organized, and compliant—so you can focus on running your business.
- Transaction recording & categorization
- Bank & credit card reconciliation
- Accounts payable & receivable
- Payroll processing support
- Monthly close procedures
Insights That Drive Decisions
Financial Reporting
Clear, actionable financial reports that give you visibility into your business performance and help you make informed strategic decisions.
- Monthly financial statements
- Cash flow analysis & forecasting
- Budget vs. actual reporting
- KPI dashboards & metrics
- Board-ready presentations
Strategic Guidance for Growth
Business Consulting
Expert consulting services that help you navigate challenges, identify opportunities, and build a stronger foundation for sustainable growth.
- Business process optimization
- Profitability analysis
- Growth strategy development
- Operational efficiency reviews
- Risk assessment & mitigation
Executive Leadership, Flexible Engagement
Fractional CFO
Access experienced CFO-level expertise without the full-time commitment. Strategic financial leadership tailored to your business stage and goals.
- Financial strategy & planning
- Investor & board relations
- Capital raising support
- M&A due diligence
- Executive team partnership
How We Work Together
Our engagement process is designed to understand your unique needs and deliver tailored solutions that drive real results.
Discovery Call
We start with a conversation to understand your business, challenges, and goals.
Assessment
We analyze your current financial operations and identify opportunities for improvement.
Custom Plan
We develop a tailored service plan that addresses your specific needs and budget.
Implementation
We execute the plan with clear milestones and regular communication throughout.
Ready to Transform Your Financial Operations?
Schedule a complimentary consultation and discover how TriPoint can help your business achieve financial clarity and sustainable growth.