Cashflow Advisory for Clarity and Confidence
For us, CFO = Cashflow Optimization — clarity, structure, and accountability designed for business owners who want steady growth without complexity.
We help business owners work on their business, not in their business.
North Point CFO provides ongoing Cash Flow Advisory services designed to turn uncertainty into clarity.
We partner with owners who are “too small for a full-time CFO but too complex to thrive without one,” offering steady guidance, structured conversations, and a clear path forward.
Do These Challenges Sound Familiar?
“I’m profitable—so why isn’t cash in the bank?”
“I know there’s a problem, but I don’t know where it is.”
“I know my problem, but I’m not sure how to fix it.”
If any of these sound like your situation, you’re not alone, and if you want to scale but don’t know where to start, we are here to help. These are exactly the challenges our Cash Flow Advisory services are built to solve.
We know the cost of leaving these questions unanswered, do you?
Our Services in Brief: What We Do
At North Point CFO, we provide ongoing Cash Flow Advisory designed for closely held businesses. Unlike compliance-focused CPAs or project-based fractional CFOs, our services emphasize:
Weekly check-ins for accountability
Monthly working sessions to address financial drivers
Quarterly reviews to reset priorities
Annual planning to align strategy and outcomes
This cadence keeps your numbers clear, your decisions informed, and your business prepared for growth.
The Drivers Method: Turning Numbers Into Action
We work to fix the root of the issue, not using band aid solutions.
Cashflow challenges are rarely a single issue.
We identify the influencers of profit and help you fix them in order.
Each improvement compounds into predictability and momentum.
Fixing the Root of the Problem
How a CFO Advisor Fits With Other Professionals
Owners often ask: “Isn’t this what my CPA does?” or “Do I need a fractional CFO instead?”
| Role | Focus | Best Fit Situation |
|---|---|---|
|
CPA |
Compliance & tax accuracy |
You need filings, audits, or historical reporting |
|
Fractional CFO |
Temporary project execution |
You need hands-on leadership for transitions (M&A, fundraising) |
|
Scaling Up Coach |
Culture, team, strategy |
You need alignment for rapid scaling |
|
CFO Advisor |
Ongoing clarity & cash flow |
You want durable financial stability, confidence, and consistent positive cashflow. |
Insights for Business Owners:
I’m Profitable, Why Isn’t There Cash In the Bank?
Understand why profitability doesn’t always equal cash. Learn how receivables, payables, and timing affect cash flow—and what to do about it.
What Are Financial Drivers?
Learn what financial drivers are and how they shape cash flow and profits. Discover key drivers, examples, and how to manage them.
Meet David Bornhorst
David founded North Point CFO to help business owners who are too small for a full-time CFO but too complex to thrive without strategic guidance. His approach blends financial clarity, step-by-step guidance, and consistent communication.
Ready to Get Started?
Our process is simple:
- Are We A Good Fit? → First and foremost, we will determine if we are a good fit for one another.
Request an Evaluation → Share your financials.
Discovery Meeting → Review findings and confirm fit.
Engagement → Build clarity, stability, and confidence.
- Annual Goal Setting → Define success based on your objectives.
