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Northstar Financial Advisory

You didn't start your company to run a finance department.
But we did.

Northstar operates as your complete finance and accounting department, from daily bookkeeping to CFO-level strategy, so you can stop managing spreadsheets and start running your business.

500+

Businesses Served

100%

Clean Audits

35%

Avg. Tax Savings

Your Complete Finance Team

Dedicated CFO

Strategic leadership for your executive team

Controller

Financial oversight and reporting accuracy

Staff Accountant

Day-to-day books, AP/AR, reconciliation

Tax Strategist

Proactive planning that keeps more in your pocket

“Simply the best accounting and finance team I've ever worked with.”

Mark Gordon

Mark Gordon

Executive Producer, Grey's Anatomy, Criminal Minds & Ray Donovan

As Seen In

TIMEPoliticoBenzingaLaw360Cannabis Business Times

Trusted by Business Leaders Across Industries

NovaTechnology
OKITOKIEntertainment
EPCSemiconductors
Big Rock FarmsCannabis

The Problem

Growing businesses hit a financial ceiling

You started a company to build something great, not to spend your nights reconciling transactions and chasing down numbers.

You’re the Accidental CFO

Making financial decisions without financial training. Every spreadsheet feels like a guess. Every board meeting, you’re winging the numbers.

You’re Flying Blind

No real-time dashboards. No clean P&L. No idea where you actually stand until the quarter ends and your accountant sends a PDF.

You’ve Outgrown Your Bookkeeper

They keep the lights on but can’t help you plan, fundraise, or make strategic decisions. You need more, but you’re not sure what that looks like.

Every Growth Move Feels Like a Gamble

Add a location? Hire someone? Change your pricing? Without a financial model, every big decision is a coin flip.

A Full-Time CFO Is Out of Reach

$200K+ salary for someone you might only need 15 hours a week. The math doesn’t work yet. But doing it yourself doesn’t work either.

Too Many Tools, No Cohesion

QuickBooks, spreadsheets, tax software, payroll. None of them talk to each other. It’s a patchwork that creates more confusion than clarity.

Sound familiar? Let's fix it.

The Turning Point

What if you had a complete finance team without building one?

Northstar plugs into your business as your full-service finance and accounting department. Not a consultant who hands over a report and disappears. An embedded team that handles everything.

Within a week, you get:

A dedicated team that already knows your industry
Clean books closed by the 15th of every month
Real-time dashboards you can check from your phone
A financial strategy built around where you’re actually going
Financial Overview
Live Dashboard

Revenue

$2.4M

+18%

Gross Margin

42%

+3pts

Cash Position

$680K

+12%

Monthly Expenses

$142K

-8%

Monthly RevenueYTD $2.4M
JanJunDec

Tax Savings

$182K

This fiscal year

A/R Outstanding

$340K

-12% from last quarter

The Transformation

What changes when your finances are handled

It's not just about clean books. It's about how you lead, how you grow, and how you sleep at night.

Make Decisions with Authority

Walk into any boardroom, partner meeting, or strategy session with the numbers to back every call you make. No more guessing.

See Your Full Financial Picture

Real-time dashboards and monthly reports that show exactly where you stand. No waiting, no guessing. Complete visibility.

Reclaim Your Time

Stop doing work that isn’t your job. Every hour spent on finances is an hour not spent on growth. Get back to what you’re great at.

Keep More of What You Earn

Proactive tax strategies, optimized entity structures, and financial planning that puts money back in your pocket. Not just compliance.

What We Actually Do

The engine behind the transformation

Every outcome above is powered by specific, repeatable work your dedicated team delivers every month. Here's what's running behind the scenes.

Accounting & Bookkeeping

  • Daily transaction management & coding
  • Bank & credit card reconciliation
  • Accounts payable & receivable
  • Payroll coordination & labor cost tracking
  • Monthly close by the 15th, every month
  • Multi-entity & multi-location consolidation

Controller & Reporting

  • Three-tier review on every deliverable
  • Management reporting in plain English
  • Budget vs. actual variance analysis
  • Audit-ready & investor-ready financials
  • Internal controls & compliance
  • Chart of accounts optimization

CFO & Strategy

  • Monthly CFO strategy sessions
  • Rolling cash flow forecasting
  • KPI dashboards & live financial visibility
  • Financial modeling & scenario analysis
  • Capital strategy & debt structuring
  • Board, investor & partner reporting

Tax & Compliance

  • Year-round proactive tax planning
  • Entity structure optimization
  • Reasonable compensation analysis
  • Quarterly estimated tax management
  • Retirement plan maximization
  • State & local tax compliance

All of this is delivered by one dedicated team — your bookkeeper, senior accountant, controller, CFO, and tax strategist — working from the same data, in the same systems.

The Comparison

Not all outsourced finance is the same

Most firms hand you a bookkeeper and call it outsourced accounting. Northstar deploys a team with built-in oversight at every level.

Solo Bookkeeper

Team1 person, no oversight
CFO AccessNone
Controller ReviewNone
Audit ReadyNo
ROIMinimal

Typical Outsourced Firm

Team1–2 people, limited QA
CFO AccessNone
Controller ReviewRare
Audit ReadyVaries
ROILimited

In-House Team

TeamDepends on who you hire
CFO Access$250K+ hire
Controller Review$120K+ hire
Audit ReadyIf staffed properly
ROIVariable
Recommended

Northstar

TeamMulti-tier pod with built-in review
CFO AccessEvery engagement
Controller ReviewEvery deliverable
Audit ReadyAlways
ROI35% avg. tax savings + margin gains

Client Stories

Real results from real business owners

Don't take our word for it. Here's what our clients say about working with Northstar.

As a fractional CFO, I always need to scale up my services and ensure my clients have the proper accounting supporting them. Northstar has excelled in supporting us on every front, there whenever you need them, been extremely attentive to me and my clients, and an amazing part of the team. I recommend Northstar as your one-stop shop for anything accounting and finance.

TM

Tyson McDonald

Fractional CFO

Northstar stepped in as our full controller solution during a period of rapid growth. They cleaned up our books, guided us through two annual audits, and built the reporting infrastructure we needed to plan our expansion with confidence.

DW

Dov Weisman

VP of Finance, Libertana Home Health

If you’re looking for the best company to both strategize and implement self-sustaining financial systems, Northstar is it. From idea to execution, they put heart and energy into their work.

AL

Alex Lidow

CEO, Efficient Power Conversion

Northstar was instrumental in creating procedures for our financials, and did so with great accuracy, proficiency and clarity. We received clear analytical reporting that helped us gain invaluable strategic insights and better understand the bottom line.

AO

AJ Owen

CEO, Big Rock Farms

How It Works

Getting started is simple

No long onboarding. No complicated contracts. We move fast because you need to.

Step 01

Strategy Call

We learn your business, your goals, and where you’re stuck financially. No sales pitch. Just a real conversation.

30 min

Step 02

Custom Roadmap

We design your finance function around your specific needs, timeline, and growth trajectory.

48 hrs

Step 03

We Plug In

Our team integrates with your existing systems and starts delivering value. Not in months. In days.

1 week

Step 04

You Lead, We Handle

You focus on growth. We handle every financial detail behind the scenes. Your complete finance team, always on.

Ongoing
Start with a Free Strategy Call

No long-term contracts. We earn your trust every month.

Your Engagement

Choose the level that fits. Grow when you're ready.

Every engagement is built on the same foundation: a dedicated finance team working from your data, in your systems. You choose how deep the support goes.

Every engagement includes CFO oversight

Accounting Foundation

Best for: $1M–$5M revenue

Your Team

Bookkeeper + Senior Accountant

CFO oversight & project access
  • Monthly close & financial statements
  • Reconciliation, AP/AR, payroll
  • Basic management reporting

$2,000 – $4,500/mo

Learn more

Financial Operations

Best for: $3M–$20M revenue

Your Team

Bookkeeper + Sr. Accountant + Controller

Regular CFO sessions included
  • Controller review on every deliverable
  • Audit-ready, investor-ready financials
  • Budget vs. actual & management reporting

$4,500 – $9,500/mo

Learn more

Financial Leadership

Best for: $5M–$50M+ revenue

Your Team

Full team + CFO + Tax Strategist

Embedded CFO leadership
  • Monthly strategy sessions & forecasting
  • KPI dashboards & scenario modeling
  • Year-round proactive tax planning

$9,500 – $20,000/mo

Learn more
See full engagement details & pricing

Enterprise engagements available for complex, multi-entity businesses.

Ready to stop guessing and start leading?

Schedule a free 30-minute strategy call. We'll show you exactly where the gaps are, and how to close them.

Schedule a Strategy CallFree  ·  No commitment

Or call us directly: 888.999.0280

Lorenzo Nourafchan, Founder & CEO of Northstar Financial Advisory

Lorenzo Nourafchan

Founder & CEO

500+

Clients Guided

$7B+

In Transactions Advised

Meet the Founder

Built on 15 years of guiding businesses from launch to scale

Over the past 15 years, Lorenzo has shepherded more than 500 clients from launch to scale to success. He founded Northstar with a clear mission: give growing businesses the financial clarity and expertise they deserve, without the overhead of building an in-house team.

Prior to founding Northstar, Lorenzo was an integral member of T3, a technology transfer company behind some of the world's most innovative companies. He later joined the financial team of International Rectifier (NYSE: IRF), where he assisted the company through a $3 billion sale to Infineon, before joining Entertainment One (LSE: ETO), where he helped engineer the company's $4 billion sale to Hasbro.

That corporate finance pedigree, combined with 15 years of hands-on work with founders and CEOs, is the foundation of everything Northstar delivers today. The firm now serves businesses across cannabis, construction, healthcare, e-commerce, and real estate with a team of 70+ financial professionals, backed by Crete Professionals Alliance, one of the nation's largest networks of premier accounting firms.

Common Questions

Everything you need to know

Still have questions? Schedule a free strategy call and we'll walk you through everything.

Traditional firms hand you a report and disappear. We embed into your operations as your full finance team, from daily bookkeeping to CFO-level strategy. You get one team that handles everything, not a patchwork of vendors who don’t talk to each other.

We work with growth-stage companies generating $1M to $50M in revenue. Our clients have typically outgrown basic bookkeeping but can’t justify or don’t need a full-time CFO and finance department. If that sounds like you, we’re probably a great fit.

Most clients are fully onboarded within days, not months. After our initial strategy call, we design a custom roadmap and begin integrating with your systems immediately. You’ll see impact in the first week.

No. We earn your business every month. Our engagements are flexible, with no long-term lock-ins. That said, most clients stay with us for years because the value compounds over time.

Absolutely. We can complement your existing team by filling the gaps they can’t cover, like CFO strategy, financial modeling, and tax planning. Or we can take over everything end to end. We’ll design the right structure for your situation.

We specialize in cannabis, construction, healthcare, e-commerce, and real estate. These are the industries where financial complexity is highest and where generic accountants tend to fall short. Our team has deep experience with everything from 280E compliance and job costing to payer mix analysis and multi-entity structures. That said, we also serve professional services firms, tech companies, and other operationally complex businesses.

Our engagements typically range from $5K to $15K per month depending on scope and complexity. That’s a fraction of what you’d pay for an in-house CFO ($200K+ salary) and you get an entire team, not just one person. We’ll scope a custom package during your free strategy call.

We’re platform-agnostic and work with whatever tools make sense for your business: QuickBooks, Xero, NetSuite, Bill.com, Gusto, and more. We also build custom dashboards and reporting that ties everything together into one clear financial picture.

Take the First Step

Let's figure out what your business actually needs.

Every engagement starts with a conversation, not a sales pitch. Tell us about your business and we'll reach out within 24 hours.

Free 30-minute strategy call
No contracts or commitments
Custom roadmap for your business

Join 500+ businesses that stopped managing spreadsheets and started growing.

Schedule Your Strategy Call

Tell us about your business and we'll reach out within 24 hours.

No spam. We'll respond within 24 hours.