Services

In an industry as volatile as cannabis, day-to-day management duties can prevent you from seeing the bigger picture. By putting your company on a solid financial footing, we free you to focus on the mission of developing and refining your vision for strategic growth.
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Servicing every legal cannabis market in the US

Financial Solutions for Your Business

At Northstar Financial, we offer a constellation of financial services designed to guide your business through every stage of growth. Our expertise shines brightest in the following areas:

Fractional CFO
Services

Your Strategic Financial Partner

As your fractional CFO, we provide the strategic financial leadership that’s typically reserved for larger companies, at a fraction of the cost. Our services include:

  • Financial forecasting and budgeting
  • Cash flow management
  • Strategic planning and analysis
  • Fundraising and investor relations
  • Financial reporting and oversight
With our guidance, you’ll make informed decisions that drive profitability and business growth.
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Bookkeeping & Accounting

Your Foundation for Financial Success

Accurate bookkeeping and accounting are the bedrock of any successful business. Our services ensure that your financial records are meticulous and compliant:

  • Daily transaction categorization
  • Accounts payable and receivable management
  • Monthly financial statement preparation
  • Payroll processing
  • Financial data organization and record-keeping
Let us handle the numbers, so you can focus on your business.
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Tax Compliance and Strategy

Your Path to Optimized Tax Savings

Navigating the complexities of tax law can be overwhelming. Our tax compliance and strategy services are designed to:

  • Ensure compliance with current tax laws and regulations
  • Identify tax-saving opportunities
  • Plan and implement effective tax strategies
  • Prepare and file federal, state, and local tax returns
  • Provide guidance on tax-efficient business structures
With Northstar Financial, you’ll minimize your tax burden and avoid costly penalties.
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INVESTOR & BOARD MANAGEMENT

Provide advice and increase confidence for shareholders, board members and company leadership

  • Annual & interim reporting
  • Quarterly financials & business updates
  • Financial interface for board members & investors
  • Board representation
  • Business decision support

FUNDRAISING AND DEVELOPMENT

Help meet short and long-term capital goals by structuring beneficial transactions & establishing crucial relationships

  • Robust financial modeling, equity valuation & capital-raising strategies
  • M&A and strategic exits
  • IPO support
  • Due diligence oversight
  • Business plans & investor pitch decks

CEO STRATEGIC ADVISOR

Shape strategies that drive long term profitability & support CEOs in enabling them to focus on their core job: growing the business

  • Advise on business strategy
  • Provide counsel on cash flow and capital structure
  • Support/challenge business decisions
  • Convey business performance and concerns to the Board

How It Works

Working with us is easy. Here’s what to expect.

BOOK YOUR FREE CONSULTATION

Schedule a time to talk to an expert and let us know what you’re looking for. We’ll develop the best strategy for your business.

RECEIVE YOUR PERSONALIZED PLAN

We’ll create customized solutions for you to review. Once you’re happy with the plan, we’ll get started right away.

GROW YOUR BUSINESS

With the right systems, processes, and financial support, your business will be set up for ultimate success.

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Ready to Illuminate Your Business’s Potential?

Contact us today to schedule a consultation and take the first step towards financial mastery.
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