Our Services
A finance team that scales with your business. Not one you outgrow.
Northstar deploys a dedicated finance team built around the specific needs of your business: bookkeeper, senior accountant, controller, CFO, and tax strategist, all working from the same data, in the same systems. You choose the depth. Every engagement includes CFO oversight.
500+
Businesses Served
100%
Clean Audit Record
35%
Avg. Tax Savings
Every Northstar engagement, at every level, has a CFO overseeing quality.
Even our accounting-only clients have CFO-quality assurance on every deliverable and project-based CFO access when they need it. No freelance bookkeeper, no solo CPA, and no staffing agency can offer that.
Why Northstar
Higher output than in-house. More expertise than any single hire. Built to grow with you.
Most businesses outgrow their bookkeeper long before they can justify a full finance department. Northstar fills that gap with a team that delivers more than the sum of its parts.
A team, not a person
Every engagement is staffed with multiple specialists. Your bookkeeper, senior accountant, controller, CFO, and tax strategist each focus on what they do best, with built-in quality control between every layer.
Scales without new hires
Need a controller next quarter? A CFO for a transaction? Your team expands without recruiting, onboarding, or switching providers. The infrastructure is already in place.
One team, one system
Your accounting, reporting, tax strategy, and CFO advisory all run through the same team. No handoffs between firms. No gaps between functions. Data flows from books to boardroom seamlessly.
Industry depth, not generalist guesswork
Cannabis 280E, construction job costing, healthcare payer analysis, e-commerce COGS. Your team has done this before in your industry, so the learning curve is ours, not yours.
Fraction of in-house cost, higher output
Our infrastructure, systems, and specialized team depth mean you get more throughput, faster turnaround, and deeper expertise than the equivalent headcount would produce internally.
No single point of failure
When your in-house bookkeeper quits, you start over. Northstar is a team with documented processes, shared systems, and continuity built in. Your finances never miss a beat.
Engagement Levels
Start where you need. Grow when you're ready.
Every tier is cumulative. Higher levels include everything below. Most clients start at one level and expand as their business grows. The team is already in place.
Accounting Foundation
Clean books, on time, every month, with CFO oversight that no solo bookkeeper can offer.
Best For
$1M–$5M revenue businesses that need reliable financials and a real monthly close.
Your Team
What's Included
- Transaction management & coding
- Bank & credit card reconciliation
- AP/AR management
- Payroll coordination
- Monthly close & financial statements
- Basic management reporting
CFO Access
Your CFO reviews every engagement for quality and is available on a project basis for financial modeling, investor meetings, and deal analysis.
Financial Operations
Audit-ready, investor-ready financials with a controller translating your numbers into decisions.
Best For
$3M–$20M revenue businesses that need real financial oversight, not just bookkeeping.
Your Team
What's Included
- Everything in Accounting Foundation
- Controller review on every deliverable
- Management reporting in plain English
- Budget vs. actual tracking
- Audit-ready & investor-ready financials
- Multi-entity consolidation
- Internal controls & compliance
CFO Access
Your CFO sits with you regularly as part of the engagement. They already know your business because they oversee the team producing your data.
Financial Leadership
A complete finance department with strategic leadership built on clean data your team produces every day.
Best For
$5M–$50M+ revenue businesses that need a CFO embedded in their leadership team.
Your Team
What's Included
- Everything in Financial Operations
- Monthly CFO strategy sessions
- Rolling cash flow forecasting
- KPI dashboards & financial modeling
- Capital strategy & scenario analysis
- Board, investor & partner reporting
- Year-round proactive tax planning
- Transaction support coordination
CFO Access
Your CFO leads the team that produces your data, so they spend time on strategy, not reviewing stale spreadsheets. Same person, same team, same systems.
Side-by-Side
See exactly what you get at each level
Every tier is cumulative — higher levels include everything below, plus the next layer of your team.
Accounting Foundation
- Day-to-day bookkeeping
- Bank & CC reconciliation
- AP/AR management
- Payroll coordination
- Monthly close by the 15th
- Basic financial statements
- CFO quality oversight
- Project-based CFO access
Typical ROI
Clean books + time back to run your business
Financial Operations
- Everything in Foundation, plus:
- Controller review on every deliverable
- Management reporting in plain English
- Budget vs. actual tracking
- Audit-ready & investor-ready financials
- Multi-entity consolidation
- Internal controls & compliance
- Regular CFO sessions included
Typical ROI
Margin visibility + audit readiness that pays for itself
Financial Leadership
- Everything in Operations, plus:
- Monthly CFO strategy sessions
- Rolling cash flow forecasting
- KPI dashboards & financial modeling
- Capital strategy & scenario analysis
- Board, investor & partner reporting
- Year-round proactive tax planning
- Transaction support coordination
Typical ROI
35% avg. tax savings + strategic clarity across the business
Enterprise
Outgrowing a standard engagement? We scale with you.
Some businesses need more than a pod. Multiple entities across states, high transaction volumes, complex reporting requirements, active M&A, or rapid scaling. Northstar deploys expanded teams that match your complexity.
Built for Scale
From $5M to $1B+ in revenue, your finance team grows with you.
Northstar's enterprise engagements deploy expanded teams with dedicated senior leadership across every function. Custom-scoped to your complexity.
What Clients Typically Gain
35%+ tax savings
average savings vs. prior advisors, within year one
Operational Advantage
Higher output, lower cost
more throughput than equivalent in-house headcount
Time to Impact
90 days
to clean books, actionable reporting, and strategic clarity
Flexible by Design
Already have some of this in-house? We fill in the gaps.
The tiers above represent our most common configurations, but every engagement is tailored to your specific situation.
Have a bookkeeper?
We layer controller oversight and CFO access on top of your existing team. Your bookkeeper stays. Our controller reviews their work. Your CFO guides strategy.
Early-stage startup?
Start with Accounting Foundation for clean books and reliable financials. Your CFO is available on a project basis for modeling, investor prep, and deal analysis whenever you need it.
Need project-based help?
Transaction support, valuations, due diligence, and deal modeling are available as standalone engagements for businesses that need one-time strategic support.
Go Deeper
Want to understand each layer in detail?
Explore how each function works within your engagement.
Bookkeeping Services
Daily transactions, reconciliation, AP/AR, and a monthly close with built-in oversight.
Learn moreOutsourced Accounting & Controller
Controller-level review, management reporting, and audit-ready financials.
Learn moreFractional CFO
Strategy sessions, forecasting, dashboards, and embedded financial leadership.
Learn moreTax Strategy
Year-round tax planning integrated with your real-time financials.
Learn moreTransaction Support
Valuations, deal modeling, and due diligence for M&A and exits.
Learn moreEvery service is tailored to your industry. See our industry expertise in cannabis, construction, healthcare, and e-commerce.
Not sure which level is right? Start with a conversation.
Most clients come to us knowing something isn't working but not knowing exactly where the gaps are. We'll figure that out together and recommend the right engagement level for where your business is today.
Schedule a Strategy CallOr call us directly: 888.999.0280