--- title: OwlPoint Advisory - Turning Complexity Into Strategy description: Transform financial complexity into strategic clarity with tailored insights, expert forecasting, and operational excellence. Power your organization's growth and decision-making today. image: https://owlpointadvisory.com/hubfs/OwlPoint%20Stacked%20dark%20300x300.png --- [![](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Dark%20Logo.png?width=250&height=100&name=OwlPoint%20Dark%20Logo.png)](https://owlpointadvisory.com) - [What We Do](https://owlpointadvisory.com/what-we-do) What We Do - [Fractional CFO & COO Advisory](https://owlpointadvisory.com/fractional-cfo-coo-advisory) - [Financial Forecasting & Scenario Modeling](https://owlpointadvisory.com/financial-forecasting-scenario-modeling) - [Business Efficiency Assessment](https://owlpointadvisory.com/business-efficiency-assessment) - [Blog](https://owlpointadvisory.com/blog) - [Contact](https://owlpointadvisory.com/contact-us) [Follow us on Facebook](https://www.linkedin.com/in/mark-masquelier-cpa-296984196/) [![](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Dark%20Logo.png?width=250&height=100&name=OwlPoint%20Dark%20Logo.png)](https://owlpointadvisory.com) - [What We Do](https://owlpointadvisory.com/what-we-do) What We Do - [Fractional CFO & COO Advisory](https://owlpointadvisory.com/fractional-cfo-coo-advisory) - [Financial Forecasting & Scenario Modeling](https://owlpointadvisory.com/financial-forecasting-scenario-modeling) - [Business Efficiency Assessment](https://owlpointadvisory.com/business-efficiency-assessment) - [Blog](https://owlpointadvisory.com/blog) - [Contact](https://owlpointadvisory.com/contact-us) [Follow us on Facebook](https://www.linkedin.com/in/mark-masquelier-cpa-296984196/) [![](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Dark%20Logo.png?width=250&height=100&name=OwlPoint%20Dark%20Logo.png)](https://owlpointadvisory.com) - [What We Do](https://owlpointadvisory.com/what-we-do) What We Do - [Fractional CFO & COO Advisory](https://owlpointadvisory.com/fractional-cfo-coo-advisory) - [Financial Forecasting & Scenario Modeling](https://owlpointadvisory.com/financial-forecasting-scenario-modeling) - [Business Efficiency Assessment](https://owlpointadvisory.com/business-efficiency-assessment) - [Blog](https://owlpointadvisory.com/blog) - [Contact](https://owlpointadvisory.com/contact-us) [Follow us on Facebook](https://www.linkedin.com/in/mark-masquelier-cpa-296984196/) ## Turning Complexity into Strategy® ![mark-owlpoint-advisory-headshot](https://owlpointadvisory.com/hubfs/mark-owlpoint-advisory-headshot.jpeg "mark-owlpoint-advisory-headshot") For decades, I've been helping organizations make smarter financial decisions through expert analysis, forecasting, and modeling for decades. You gain financial clarity and operational excellence. I tell you the truth plainly, sweat the details, and leave you smarter than I found you. *Mark Masquelier, CPA - Founder* ## We bring financial clarity. ### Gain confidence in your financial data, enabling sustainable growth and strategic decision making. Simplify complex financial data into actionable insights Provide board-ready reports and models Tailor solutions for each client's industry Customize for stage of growth Streamline processes Save you time and money Create a clear path forward for your organization ![sunset](https://owlpointadvisory.com/hs-fs/hubfs/sunset.jpg?width=300&height=400&name=sunset.jpg "sunset") ![OwlPoint icon dark-1](https://owlpointadvisory.com/hubfs/OwlPoint%20icon%20dark-1.png "OwlPoint icon dark-1") ## The OwlPoint Advantage You get executive-level thinking without executive overhead. Every assumption is explained. Every model is built to be understood, not just handed over. We show our work and leave you with repeatable processes that continue to provide clarity after we’ve left. This is not a retainer relationship designed to renew itself. The goal is to build something that works without us. When the infrastructure is solid and the team knows how to run it, our job is done. ![OwlPoint Stacked dark (2)](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Stacked%20dark%20(2).png?width=600&height=515&name=OwlPoint%20Stacked%20dark%20(2).png) ## Business Efficiency Assessment - People, Process, Systems - Create Plan for Improvement - Identify Cost Saving Opportunities - Implementation Assistance [Learn more](https://owlpointadvisory.com/business-efficiency-assessment?hsLang=en) ![CFO123](https://owlpointadvisory.com/hs-fs/hubfs/CFO123.png?width=600&height=515&name=CFO123.png) ## Financial Forecasting & Scenario Modeling - Scenario Planning - Assumptions - KPI's - Capital & Debt [Learn more](https://owlpointadvisory.com/financial-forecasting-scenario-modeling?hsLang=en) ![OwlPoint Stacked dark 300x300](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Stacked%20dark%20300x300.png?width=600&height=515&name=OwlPoint%20Stacked%20dark%20300x300.png) ## Fractional CFO & COO Advisory - Align Boards & Leadership - Operational Cadence - Systems Integration - Scalable Infrastructure [Learn more](https://owlpointadvisory.com/fractional-cfo-coo-advisory?hsLang=en) ## Latest Blog Posts #### [![A team holds gears that all work together.](https://owlpointadvisory.com/hs-fs/hubfs/referral%20cpa.png?width=300&name=referral%20cpa.png) November 1, 2026 When a Client Needs More Than You Can Give There is a moment most advisors know well. A client sitting across from you, or on the other end of...](https://owlpointadvisory.com/blog/when-a-client-needs-more-than-you-can-give?hsLang=en) #### [![A hand draws a box where there is a gap without one](https://owlpointadvisory.com/hs-fs/hubfs/cfo%20coo%20gap.png?width=300&name=cfo%20coo%20gap.png) October 6, 2026 The CFO and COO Gap In my experience, mid-market companies stall at the same point. However, it is rarely because the...](https://owlpointadvisory.com/blog/cfo-coo-gap?hsLang=en) #### [![A whiteboard image with strategic graphics displayed](https://owlpointadvisory.com/hs-fs/hubfs/whiteboard-strategy.png?width=300&name=whiteboard-strategy.png) September 23, 2026 Turning Complexity Into Strategy®: The OwlPoint Method Every growing company hits the same problem. The data is there. The reports exist. The numbers get...](https://owlpointadvisory.com/blog/turning-complexity-into-strategy-the-owlpoint-method?hsLang=en) ## Mark In The Media In this episode of the Scrappy but Successful podcast, Mark and host Jack Tompkins talk about: - what it really means to prove your value as a fractional executive every single week, - why Mark always tries to make himself replaceable, and - how a stint in stand up comedy and a Saturday morning radio show became some of his scrappiest lead generation tools. They also dig into contracts versus trust, the ants that humbled his RV lifestyle, and how OwlPoint got its name. Watch here or anywhere you get your podcasts! ![OwlPoint Icon light](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Icon%20light.png?width=600&height=496&name=OwlPoint%20Icon%20light.png) ## Schedule a call with Mark The best place to start when you're transforming your organization. [Schedule a call](mailto:mark@owlpointadvisory.com) [![OwlPoint Dark Logo-2](https://owlpointadvisory.com/hs-fs/hubfs/OwlPoint%20Dark%20Logo-2.png?width=400&name=OwlPoint%20Dark%20Logo-2.png "OwlPoint Dark Logo-2")](https://owlpointadvisory.com)   - [What We Do](https://owlpointadvisory.com/what-we-do) - [Fractional CFO & COO Advisory](https://owlpointadvisory.com/fractional-cfo-coo-advisory) - [Financial Forecasting & Scenario Modeling](https://owlpointadvisory.com/financial-forecasting-scenario-modeling) - [Business Efficiency Assessment](https://owlpointadvisory.com/business-efficiency-assessment) - [Contact](https://owlpointadvisory.com/contact-us) - [Blog](https://owlpointadvisory.com/blog) © 2026 OwlPoint Advisory. All rights reserved.  [Follow us on Facebook](https://www.linkedin.com/in/mark-masquelier-cpa-296984196/) ```json { "@context" : "https://schema.org", "@id" : "https://owlpointadvisory.com/#webpage", "@type" : "WebPage", "description" : "Transform financial complexity into strategic clarity with tailored insights, expert forecasting, and operational excellence. 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