Business owners have a unique set of needs that spans both their business and personal lives. At North Point, we have the solutions specific to those needs and a team with years of experience working with owners just like you.
Our typical client is:
Does this sound like you? Let's explore working together.
Frequently Asked Questions
A year-round engagement with a team of professionals with specific small business experience and credentials that deliver and implement strategies related to your business and personal needs in the area of tax and finance.
We determine a monthly engagement fee based on the scope of services you desire. No long-term contract and no surprise bills. The typical range for services is between $400-$1,500/month depending on the complexity of your business and services desired.
- Bookkeeping, financial reporting, projections
- Key performance indicators for your business
- Tax return preparation & filing
- Informal business valuation
- Exit planning consulting
- Retirement plan implementation & support (401(k)s, SIMPLE IRA, SEP, cash balance, etc.)
- Integrated personal financial planning services for owners & key employees
Contact us at [email protected] and a member of our Business Advisory team will reach out for a no-obligation consultation to learn more about you and your business and answer your questions.
Ask North Point Advisor
Didn’t find the answer to your question? Contact us with any questions via the link below.
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We offer a no-cost 30-minute consultation to help answer your questions, and learn more about you, the people in your life, and what you want to achieve.