Fractional CFO · Bookkeeping · Payroll
Granite Point Advisory provides operational finance and CFO-level insight for business owners who want more from their numbers — not just accurate records, but the clarity to act on them.
What We Offer
Your books should help you make decisions. We build the financial infrastructure that makes that possible — accurate records, operational insight, and strategic thinking at every stage of your business.
Accurate records, reconciled monthly — so your numbers are current, your CPA isn't cleaning up at year-end, and you always know where you stand.
Finance is operational. We interpret what your numbers are telling you — about your cash, your margin, your risk — and connect it to the decisions that matter.
Handled end-to-end, on time, and fully compliant — so payroll is one less operational variable you're managing.
Why Granite Point
Finance is operational. We connect your books to your decisions, your cash position to your next move, and your monthly reports to the things that actually drive your business.
We surface what the numbers mean for your cash, your operations, and your decisions — before you have to ask.
We've worked with businesses from early-stage to established mid-market across a wide range of industries and operating models.
Certified ProAdvisors who use QuickBooks at a level most firms never reach — faster closes, cleaner data, better reporting.
Start with bookkeeping. Layer in CFO services as you grow. No switching firms, no starting over, no losing context.
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About
I started Granite Point Advisory because I saw too many great businesses making high-stakes decisions with incomplete financial information. Owners were working hard but flying blind — and that gap between effort and clarity is exactly what I built this firm to close.
With over [X] years of experience across bookkeeping, financial operations, and CFO advisory, I've worked with businesses from early-stage startups to established mid-market companies across a wide range of industries. Every engagement is hands-on, personal, and tailored — because cookie-cutter advice doesn't build real businesses.
When I'm not buried in a balance sheet, you'll find me [personal detail].
How It Works
Onboarding is fast, organized, and designed to create clarity from day one — typically up and running within a week.
We learn about your business, your current setup, and what you actually need. No pressure, no commitment — just a straight conversation.
You receive a clear, flat-rate proposal scoped to your business — no hourly billing, no estimates that balloon into surprises.
We connect to your QuickBooks, review your books, and get everything organized. Most clients are fully onboarded within their first week.
Monthly deliverables, regular check-ins, and a dedicated point of contact who understands your business inside and out.
Our Practice
We work within a focused set of industries, platforms, and deliverables — which means faster onboarding, deeper context, and better output from day one.
Pricing
No hourly billing, no surprise invoices. All plans include a dedicated point of contact and monthly financial statements.
For early-stage businesses and owner-operators who need clean, reliable books.
Bookkeeping + payroll + light CFO advisory for businesses actively scaling operations.
Full-stack financial leadership for companies preparing to scale, raise capital, or transact.
All pricing is customized — book a call for a personalized quote based on your business.
FAQ
Everything you need to know before booking a call. Don't see your question? Reach out directly.
Bookkeeping is the foundation — keeping your records accurate, reconciling accounts, categorizing transactions, and producing monthly financials. A Fractional CFO is the strategic layer on top: interpreting those numbers, building forecasts, identifying risks and opportunities, and helping you make better high-level decisions. Many clients start with bookkeeping and layer in CFO services as their business grows.
Pricing is based on your transaction volume, number of accounts, and which services you need. We provide flat monthly rates — no hourly billing, no surprise invoices. After a free discovery call, you'll receive a clear proposal tailored to your business before you commit to anything.
That's one of the most common situations we step into — you're in good company. We offer catch-up and cleanup bookkeeping to get your records current before transitioning to ongoing service. We'll assess the scope during your discovery call and give you a transparent quote for the catch-up work upfront.
We work exclusively in QuickBooks. If you're already on QuickBooks, we connect directly to your existing account. If you're on a different platform, we can manage the migration to QuickBooks as part of onboarding at no additional charge.
Absolutely — and we encourage it. We complement your CPA, not replace them. We handle day-to-day financial operations and produce clean records that make tax season smoother and less expensive for both you and your preparer. We coordinate directly with your CPA as needed throughout the year.
At minimum, you'll receive monthly financial statements and a summary from your dedicated contact. Clients on Growth and Fractional CFO plans also receive a monthly strategy call. Beyond scheduled touchpoints, we're accessible by email throughout the month and respond within one business day — usually faster.
Once you sign on, we connect to your QuickBooks, conduct a thorough review of your books, and get everything organized — typically within the first week. You'll have a dedicated contact from day one and a clear picture of your financials before the end of your first month. The process is designed to require minimal lift from you.
Your data is handled through QuickBooks' encrypted, SOC 2-compliant platform. We use role-based access controls and strict internal data handling policies. All client information is treated with complete confidentiality as a matter of professional and legal obligation.
Get in Touch
A free 30-minute call — no pitch, no pressure. Just a straight conversation about your business and where we can help.
Book a Free Call →Get in Touch
Book a free 30-minute call — no pitch, no pressure. We'll talk through where you are, what you need, and whether we're the right fit.