Exclusive Services to Small Businesses

Welcome to North Star Advisory Services—your trusted guide through the financial challenges of small business ownership. I help entrepreneurs navigate budgeting, cash flow, and cost management with clarity and confidence. With a focus on wise stewardship and long-term vision, I work with you to strengthen your financial health and illuminate the path forward. Together, we’ll build a clear, steady foundation that supports your goals and leads to lasting success.

Fractional CFO

Strategic financial leadership—without the cost of a full-time executive.

Fractional CFO support gives your business access to high-level financial strategy, forecasting, and insight on an ongoing or project basis. I help owners understand the story behind their numbers so they can make confident, informed decisions. Services include:

Cash flow forecasting and planning
Financial dashboards & KPI development
Budgeting and long-range planning
Scenario modeling and business planning
Strategic decision support
Identifying risks, opportunities, and inefficiencies
Improving financial visibility and reporting

Best for: Businesses ready to grow but lacking strategic financial leadership.

Accounting and Financial Statement Preparation

Accurate, timely financials that build confidence and support good decisions.

I provide clear, reliable financial reporting so you can understand your business’s performance and stay compliant. Services include:

Monthly and quarterly financial statement preparation
Balance sheet & P&L reviews
Cash flow analysis
Accounting system setup or cleanup
Internal controls and process improvement
GAAP-aligned accounting guidance on complex transactions

Best for: Businesses needing clarity, accuracy, or support in understanding their financial statements.

Cost Management and Profitability

Control costs, increase margins, and strengthen your bottom line.

Many small businesses lose profitability not from revenue issues, but from unseen cost inefficiencies. I help identify, analyze, and improve them. Services include:

Cost analysis and cost structure review
Identifying inefficiencies and waste
Margin analysis
Creating cost-saving strategies
Profitability improvement plans

Best for: Businesses struggling with tight margins, unclear costs, or rising expenses.

Pricing Strategy

Pricing that reflects value, supports growth, and protects margins.

Pricing is one of the most critical—but most misunderstood—elements of business success. I help owners price confidently and strategically. Services include:

Pricing model evaluation
Market and value-based pricing analysis
Package and offer design
Price sensitivity & margin modeling
Revenue optimization

Best for: Businesses unsure if they’re priced correctly or leaving money on the table.

Financial Modeling Services

Forward-looking insight for planning, investments, and major decisions.

Financial modeling brings clarity to “what if” scenarios so you can make informed, strategic choices. Services include:

Forecasting and projections
Business case modeling
Cash flow models
Scenario analysis (“what if” planning)
Hiring and scaling models
Investment or project evaluations

Best for: Businesses evaluating growth decisions, hiring, financing, or expansion.

Business Strategy and Analysis

Insight and direction that strengthen your business from the inside out.

Beyond the numbers, I help you understand the drivers of your business so you can make purposeful, strategic decisions. Services include:

Business performance analysis
Identifying growth opportunities
Operational process review
KPI design & implementation
Strategic planning and advisory
Problem-solving and decision support

Best for: Owners who want clarity, direction, and a steady strategic partner.