Northpoint CFO – Client Intake Form

🧩 I’d like to start with a one-time fixed-fee project

📆 I’m interested in ongoing monthly CFO support (Essentials / CFO+ / Premier)

❓ I’m not sure yet — help me figure out what’s bestPick a Fixed-Fee Project


Let’s get started — how would you like to work with us?Choose the option that best matches what you’re looking for today.

Accounts Payable & Receivable Process Review

System Cleanup & Chart of Accounts Overhaul

Policy & Procedure Review (Financial Ops)

RFP for Operating Bank / Treasury Mgmt Services

Board Deck: Financials & Strategy Alignment

Operating Reserve Strategy & Scenario Modeling

Forecast Accuracy Analysis & Recommendations

Multi-Scenario Forecasting (High/Low/Expected)

Federal Grant Compliance Readiness Review

Grant Reporting Dashboard (Excel or Online)

Indirect Cost Allocation Methodology Design

Department-Level Budget vs Actuals Dashboard

Real-Time KPI Dashboard Build (Power BI, etc.)

Budget Justification Narrative (Grant/Donor Use)

Capital Campaign or Reserve Planning Model

Custom Financial Model or Deep Dive Analysis

Customer Lifetime Value (CLV) Financial Modeling

Special Project: Revenue or Cost Deep Dive

Finance Org Design (Org Chart & Role Matrix)

Fractional Controller vs Bookkeeper Assessment

Interview Process Design for Finance Roles

Onboarding Plan: Finance/Accounting Hires

Business Model Review & Strategic Finance Alignment

Finance Committee Charter & Calendar Setup

Fractional CFO Launch Kit (for early-stage orgs)

Merger, Acquisition, or Partnership Modeling

Pricing, Membership, or Revenue Model Design