What We Do

We offer a focused suite of services designed to keep your financial foundation solid and your decisions well-informed. Choose the level of support that fits where your business is today.

Strategic Guidance

Every business is different. We provide personalized guidance tailored to your goals, your industry, and the complexity of what you're managing, from clean, audit-ready books to full fractional controller support.

Core

CPA-overseen bookkeeping: accurate books and organized records, reviewed and interpreted by a CPA, including the technical accounting judgment to properly handle non-routine transactions as they come up. The reliable foundation you need before deeper analysis makes sense.

  • Data entry, transaction categorization, and bank reconciliations, reviewed under CPA oversight
  • Application of technical accounting guidance to non-routine transactions (revenue recognition, leases, one-time or complex entries)
  • Monthly financial statements
  • Tax-ready financials at year end
  • Quarterly call to review your reports and answer questions

Advisory

For businesses that have outgrown a traditional bookkeeper but aren't ready for a full-time controller. This is technical accounting judgment and forward-looking strategic guidance, delivered as an ongoing partnership rather than a monthly close.

  • Cash flow forecasting (13-week and 12-month)
  • KPI tracking and performance monitoring
  • Annual budget development with ongoing budget-to-actual tracking
  • Guidance aligned to your long-term financial goals
  • Monthly strategy session to translate the numbers into your next decisions

Strategic Partner

For the moments that call for more. Designed for a capital raise, acquisition, expansion, or other major inflection point. Where the numbers need to hold up in front of a board, a lender, or an acquirer.

  • Decision-specific financial modeling: hiring, expansion, financing, major capital purchases
  • Board and investor reporting packages
  • Lender relationship management and support through financing processes
  • Preparation support for M&A
  • Direct participation in leadership meetings

Simple & Straightforward Pricing

We believe you should always know what you're paying and what you're getting. That's why Pinpoint Advisory offers fixed monthly packages with no hourly billing, so your costs are predictable and your engagement is clearly defined from day one.

Our Core, Advisory, and Strategic Partner packages are designed to meet businesses where they are. Because every business is different, pricing is tailored to the complexity of your accounting, your reporting needs, and scope of services.

Reach out for a free consultation and we'll recommend the right fit for your business.

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