What We Do

Three ways to work with OwlPoint, depending on where your business is right now.

Most organizations that reach out to us are dealing with one of three things.

  • The numbers aren't telling a clear story.

  • The operations have outgrown the infrastructure.

  • There's a sense that something isn't working, but no one has done a clean-eyed review to find out what. 

We work with founders, CEOs, and executive directors who need senior financial and operational expertise without the cost or commitment of a full-time hire. Every engagement is hands-on. Every deliverable is built around your specific business, not a template. 

Below is an overview of each service. Follow the links to learn more about how each one works. 

OwlPoint Stacked dark 300x300

Fractional CFO & COO Advisory

For organizations that need senior financial and operational leadership on an ongoing basis. We step in as part of the team, building the infrastructure, installing the rhythms, and strengthening the decision-making capacity of the people already in the building. 

This is not a consulting relationship where we hand over a report and leave. We do the work, alongside your team, until the systems run without us. 

Read more
CFO123

Financial Forecasting & Scenario Modeling

For organizations that need to see around corners. We build financial models grounded in your actual business drivers, then run scenarios so leadership can make high-stakes decisions with a clear picture of the upside, the downside, and everything in between.

Cash flow forecasting, P&L modeling, scenario planning for hiring, expansion, pricing, and capital investment. The models evolve as the business does.

Read more
OwlPoint Stacked dark (2)

Business Efficiency Assessment

For organizations that know something isn't working but aren't sure exactly where the problem is. We conduct a structured review of your people, processes, and systems across finance, accounting, and operations, then deliver a prioritized plan of what to fix and in what order. 

Fixed scope. Defined timeline. A concrete deliverable, not a discovery process designed to generate more work. 

Read more
OwlPoint Icon light

Schedule a call with Mark

The best place to start when you're transforming your organization.