Services

The financial leadership your growth deserves.

A practical CFO partnership that brings sharper decisions, steadier planning, and a more useful financial rhythm to your business.

Service 1

Financial Review

Starting at $1,250 / month

Financial visibility and accountability for businesses that need an experienced financial perspective without a comprehensive ongoing CFO engagement.

Monthly profit and loss and balance sheet review
Financial performance and budget variance analysis
Cash position and working-capital review
Customized KPI dashboard
Monthly written financial insights and recommendations
One 60-minute monthly review meeting

Best for businesses with reliable bookkeeping that want a clearer understanding of their financial performance.

Schedule a consultation

Flagship Service

CFO Advisory

Starting at $2,000 / month

Ongoing financial leadership to help business owners improve profitability, manage cash flow, and plan for sustainable growth.

Everything in Financial Review, plus
Rolling 12-month cash-flow forecast
Annual budgeting and monthly budget-versus-actual analysis
Revenue, labor, and gross-margin analysis
Service, project, or customer profitability analysis where data permits
Financial scenario planning
Strategic financial decision support
One 90-minute monthly CFO meeting
Quarterly strategic review

Best for growing businesses that need an ongoing financial partner but aren't ready for a full-time CFO.

Schedule a consultation

Service 3

Strategic CFO

Starting at $3,500 / month

Executive-level financial leadership for businesses navigating greater complexity, significant growth, or major strategic decisions.

Everything in CFO Advisory, plus
Biweekly CFO meetings
More frequent cash-flow monitoring
Advanced financial modeling and scenario analysis
Debt, financing, and capital investment analysis
Expansion and acquisition support
Banking and lender reporting support
Annual strategic financial planning
Executive and board reporting support, where applicable
Priority access for financial questions

Engagements are customized based on business complexity, reporting requirements, and the level of support needed.

Schedule a consultation

Additional Services

Available as standalone projects or by request

CFO Financial Health Assessment$1,000–$1,500

Annual Budget & Forecast$1,500–$2,500

Cash-Flow Forecast$750–$1,250

Financial Modeling$1,000–$2,500+

Profitability or Pricing Analysis$750–$1,500

Equipment or Capital Investment Analysis$500–$1,000

Acquisition Due Diligence$2,500–$7,500+

Expansion or New Location Analysis$1,500–$3,000

Project pricing depends on scope, data quality, and complexity. A written proposal is provided before work begins.

Bookkeeping & Accounting Support

Northstar can coordinate or provide bookkeeping support when requested, separately from CFO advisory services.

Basic bookkeepingStarting at $500/month

Full-service bookkeepingStarting at $750/month

Complex or multi-entity bookkeepingStarting at $1,500/month

Final pricing depends on transaction volume, accounts, payroll complexity, job costing, and the condition of the books. Cleanup and catch-up work are quoted separately.

Engagement notes

Monthly fees are based on the agreed scope of services.
CFO engagements generally begin with an initial onboarding and financial assessment, typically $1,000–$2,000 depending on complexity.
Bookkeeping cleanup or conversion is quoted separately.
Clients are responsible for providing timely and accurate financial information.
Bookkeeping, payroll processing, tax preparation, audit, and assurance services are not included in CFO packages unless specifically agreed in writing.

A steady working rhythm

Useful guidance, built around your business.

Understand the business

Start with where the business is today, the decisions ahead, and the financial questions that matter most.

Create a clear focus

Align reporting, planning, and advisory work around the priorities that will have the greatest impact.

Keep moving forward

Use a consistent monthly cadence to stay informed, work through decisions, and adjust with confidence.

Find the right financial rhythm for your business.

Start with a focused conversation about the challenges and opportunities ahead.

Start a conversation