We have perfected a process that makes the financials make sense.

Not just to finance people, but to everyone. The results? Better decisions, cross-company alignment, lower costs, more revenue.

All while reducing the operational headaches around AP, AR, payroll, insurance, accounting, compliance and administration.

Here is how we do it.

Step 1
Step 2
Step 3
Step 4
Step 5
Step 1

Build the Financial Model

We start by building your company’s financial model. Entirely from scratch. Designed specifically for you and your business. The financial model will align with how your company thinks and makes decisions. Which will show you;

  • The financial impact of every decision.
  • The timing of cash, revenue, expenses what it all meansand potential tradeoffs.
  • The plan everyone is committed to when it comes to revenue, hiring, and spending.

This isn’t some “nice-to-have” spreadsheet—it’s the scoreboard that shows us how to play the game.

Step 2

Align The General Ledger

Most startups don’t even look at their accounting because it doesn’t make any sense to anyone.

What’s the point in that? We’re not here to check a box. We are here to get the information we need to better understand the past and make better decisions about the future.

At Point CFO, we take what we learned in the financial modeling process, and re-align your accounting (and accounting operations) to be in sync with our financial model which mirrors the way people think and make decisions.

Our accounting isn’t some useless checkbox. It’s powerful information that can be used to help scale the business.

Step 3

Establish Systems and Policies

If you don’t have rules, you’re playing streetball with no ref. We implement:

  • Expense policies (what gets spent and why).
  • Approval workflows (who controls the cash).
  • Automation (so finance isn’t a full-time headache).
  • Alignment across teams and systems (so everyone is talking the same language when it comes to sales and expenses)

 The result is money flows to where it should—into growth, not chaos – with the whole company being in-sync with how the business is performing and why.

Step 4

Report, Plan, and Inform

We’ll have all of the information ready at your fingertips. We create high-impact reports that tell us:

  • Where the money is actually going (not where you think it’s going).
  • What’s working and what’s bleeding (so we fix leaks fast).
  • How to optimize for maximum profit (not just revenue hype).

Whether it's for the board, leadership or other departments, we’ll bring financial intelligence that drives better decisions, and we’ll make it all readily available.

Step 5

Ensure Revenue and Cost Accountability

Profit isn’t magic—it’s math. We make sure:

  • Sales own their targets and justify customer acquisition costs.
  • Marketing spends for ROI, not just clicks and impressions.
  • Operations stay lean and scalable.

This is how true startup operators do finance which is not normally how finance people operate.