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Client List

CLIENT SNAPSHOTS

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ANKROM MOISAN ARCHITECTS

PlusPoint Team

Mike Temple, Founder, Partner

Elisabeth DeWhitt, Controller

Emily Liebler, Assistant Controller

How we helped AMA

  • Accounting team and process assessment
  • Bank compliance and reporting
  • Forecasting and cash management
  • Systems optimization
  • Accounting clean-up and audit prep
  • Interim CFO and Controller
  • New CFO hiring assistance

FIBERSPHERE

PlusPoint Team

Mike Temple, Founder, Partner

Elisabeth DeWhitt, Controller

How we helped Fibersphere

  • Transaction review and accounting for capital formation and major operating asset acquisition transactions
  • Accounting process review, definition and staff training
  • Review and clean-up of prior accounting records
  • Financial modeling and multi-year forecasting
  • Board of Directors reporting and support to the CEO

CLOUDABILITY

PlusPoint Team

Mike Temple, Founder, Partner

Kari Minton, CEO, Partner

Elisabeth DeWhitt, Controller

How we helped Cloudability

  • Ongoing Controller oversight of outside accounting service
  • Financial modeling; forecasting of current and projected capital requirements
  • Advise on capital formation strategy
  • Assistance with preparing for equity capital raise – business planning and investor material preparation
  • Assistance with structuring and negotiating bank line of credit
  • Board reporting and CEO support

COAST

PlusPoint Team

Kari Minton, CEO, Partner

Stuart Bell, Sr. Digital Operations Consultant

Kendra Toops, Sr. Controller

How we helped Coast

  • Initially, engaged to assess revenue cycle performance
  • Provided business process, systems and staffing recommendations to improve current performance and future scalability
  • Subsequently engaged to develop and manage RFP process for ERP system upgrade
  • Design and implement new business processes to match with ERP selection
  • Manage business process overhaul and ERP implementation

It all starts with a conversation

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PlusPoint is headquartered in Portland, OR

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