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Finance, Accounting & Operational Experience When You Need It

Strategic Finance, Accounting and Business System Services to Help Your Organization Flourish

We believe every organization needs a high-performing, flexible finance function to help it achieve its most important goals. This finance team extends beyond the traditional role of being the number crunchers to driving business value by providing critical insights to inform forward-looking decisions and drive innovation.

We are this team – a flexible team of highly qualified finance, accounting, and systems professionals who help you grow with confidence by ensuring you have the data, analysis, and insights to make sound business decisions.

team

Expand Your Team’s Capabilities

Access to the right set of skills when and as you need them

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cash-flow

Obtain and Manage Cash for Growth

Ensure you have the cash to grow confidently at your desired speed

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fund-raising

Prepare your Organization for Scale

Ensure you have the systems and processes to successfully scale your business

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YOUR NEEDS, OUR CAPABILITIES

capabilities

Strategic CFO Services

Seasoned executive counsel for setting financial strategy to execute on growth

 

Financial Planning and Analysis

Financial plans, data, analysis and insights to make sound decisions

 

Accounting and Financial Reporting

Timely and relevant information to measure success and monitor financial health

 

Process and System Optimization

Rationalized proliferation of tools to improve efficiency and support scalability

Seasoned executive counsel for setting
financial strategy to execute on growth

strategic-cfo-2
Financial Planning and Analysis

Financial plans, data, analysis and
insights to make sound decisions

Rationalized proliferation of tools to
improve efficiency and support scalability

Process and system optimization
Accounting and Financial Reporting

Timely and relevant information to
measure success and monitor financial health

See Our Services

SOME OF OUR CLIENTS

jama
owl-insights
cloudability
walkertracker
sensu
accent
urbanairship
ask-nicely
hubb
dynamic-events
kamp-grizzly
opus-agency
saas-capital
ZRT-Labratory
shields
lumencor
slumberkins
gift-tree
coast
See All

I couldn’t be more grateful for PlusPoint’s support throughout our growth journey. The PlusPoint team has been with us every step of the way in support of our ever-changing finance and accounting needs, whether that is accounting, FP&A, fund raising, technology evaluation or staff mentoring. Being a growth technology start-up, our business and operational needs can shift fairly quickly. PlusPoint offers a diverse level of skill sets to help augment the different needs we had, guide us though the decision making process as well as execution with confidence. They were truly a wonderful partner and resource for us!
Caroline Carr
VP of Finance, Cloudability
caroline-carr

FROM OUR BLOG

  • Useful Suggestions for Working With Your Lender When Things Aren’t “Great”

    By Todd Gardner | 0 comment

    Useful Suggestion for Working With Your Lender When Things Aren’t Great   A Guest Post by: Todd Gardner SaaS Advisors Ltd.  Read more

  • Tips for setting up a Chart of Accounts

    By PlusPoint Consulting | 0 comment

    5 Tips for Setting Up a Chart Of Accounts Correctly (with a free Chart of Account Example!)   Meaningful data supports goodRead more

  • Creating the Financial Map to Achieve Strategic Goals

    By PlusPoint Consulting | 0 comment

    Creating the Financial Map to Achieve Strategic Goals The Financial Planning Process   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting Our lastRead more

  • 4 Tips to Get Your Financial Planning Underway

    By Edgar Rodriquez | 0 comment

    4 Tips to Get Your Financial Planning Underway It’s Time to Build the 2023 Plan… Where to Start?   By: Edgar RodriguezRead more

  • How to Avoid Accounting Rescue Work

    By Kari Minton | 0 comment

    How to Avoid Accounting Rescue Work By: Kari Minton CEO PlusPoint Consulting We do a lot of what I call accounting rescueRead more

It All Starts With a Conversation.

We’d love to grab a cup of coffee with you, learn about your company,  and see if we can be of help. If we aren’t a good fit, we’d be happy to connect you to other resources that get you what you need.

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All Rights Reserved.

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ph: 360.904.5844

email: info@pluspointconsulting

PlusPoint is headquartered in Portland, OR

  • Services
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PlusPoint Consulting