Outsourced CFO Services | CPA Services
Business and Individual Tax Services
Outsourced CFO Services | CPA Services
Business and Individual Tax Services
Financial guidance that gives you the clarity and confidence you need to grow your business.
8 Truths About Businesses
The majority of businesses…
What is my profit going to be this year?
How much money can I take out of my business?
How can I minimize taxes?
When should I hire the next employee?
Pointguard Financial gives you the answers to the questions that matter most,
so you can be a strategic business leader with a clear financial strategy.
Receive clear financial advice through our proprietary Pointguard System for Financial Management, with monthly strategy meetings that guarantee you will know the decisions you need to make next. Working with Pointguard is not a cost but an investment that yields a significant return.
Our Range of Services
Outsourced
CFO Services
Most businesses struggle to optimize profitability because they don’t understand their financial statements and Profit Model.
We explain your Profit Model in clear detail, so you can make the right strategic decisions.
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Business and Individual
Tax Services
Individuals and businesses must navigate changing regulations and complicated tax law.
We help you plan for your tax liability and minimize that liability.
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Leadership and Management Advice
Business owners are responsible for running financially sound operations.
Whether it’s calculating the productivity of each employee or navigating selling your business, our CPAs can help guide you.
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Pointguard Financial helps you gain financial clarity in three easy steps.
Free Consultation
We’ll meet to understand your business goals. We’ll gauge where you are financially and give you immediate insights.
Customized Strategy
If you work with us, we create a customized 12-month financial forecast and provide financial tools that ensure you receive the highest possible return on investment.
Ongoing Support
We meet monthly to review your progress toward goals and ensure you remain on track and looking forward.
Pointguard Financial partners alongside
entrepreneurs and strategic business leaders, just like you.
“…Pointguard’s Outsourced CFO and professional tax services provide insightful information that gives us confidence in making those critical decisions. Their consultative advice and approach proves their understanding of the key ingredients required for a business to grow and make a profit...”
Jim Cote
President, The Master’s Touch, LLC
“Pointguard Financial has been instrumental in managing our financial needs since 2015. Their Outsourced Chief Financial Officer (CFO) talent has made a measurable difference in our profitability. Their tax planning and preparation services are top-notch. Highly recommended!”
Scott Young
President, Sytech Inc. Spokane, WA
We understand the entrepreneurial spirit that drives you to continuously improve your business.
Our own entrepreneurial spirit led us to form Pointguard Financial in 2012.
Now, our firm exists to serve closely-held businesses and individuals in the areas of financial performance and taxation. Our primary focus is acting as an Outsourced Chief Financial Officer (CFO) for privately held businesses.
It’s time to invest in clarity and grow with confidence.
Start today, and learn the steps you need to take to optimize profitability.