Services

Navigate business with confidence.

Whether you need an audit, strategic consulting, or experienced financial leadership, Cardinal Points Attest & Consulting is here to help.

Attest Services

Independent assurance that builds credibility.

Reliable financial information is essential for stakeholders, lenders, investors, boards, and management teams. Our attest services provide independent assurance that enhances credibility, supports decision-making, and helps organizations meet reporting requirements.

Attest Services

Financial Statement Audits

An audit provides the highest level of assurance over your financial statements. We conduct risk-focused audits designed to provide users with confidence while offering valuable insights into financial reporting processes and internal controls.

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Attest Services

Financial Statement Reviews

A review engagement provides limited assurance through analytical procedures and inquiries. Reviews can be an effective solution for organizations that require assurance but do not need a full audit.

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Attest Services

Compilation Services

We assist management in presenting financial information in a clear and professional format, helping organizations meet internal and external reporting needs.

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Attest Services

Agreed-Upon Procedures

When specific concerns require targeted testing, agreed-upon procedures engagements provide focused reporting on the areas most important to stakeholders.

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Consulting Services

Objective guidance for better decisions.

Practical, objective insight that turns financial information into stronger processes, sounder governance, and better-informed decisions.

Consulting Services

Business Advisory

Gain actionable insight into financial performance, operational efficiency, and growth opportunities.

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Consulting Services

Financial Analysis

Transform financial data into meaningful information that supports strategic planning and decision-making.

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Consulting Services

Process Improvement

Evaluate workflows, internal processes, and financial reporting systems to identify opportunities for greater efficiency and effectiveness.

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Consulting Services

Internal Control Consulting

Strengthen governance, reduce risk, and improve accountability through effective internal control design and implementation.

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Consulting Services

Board and Management Support

Provide leadership teams with financial insight and objective guidance to support important organizational decisions.

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Fractional CFO Services

Executive financial leadership without the full-time cost.

Many organizations need experienced financial leadership but are not ready for a full-time Chief Financial Officer. Our Fractional CFO services provide strategic financial expertise tailored to your organization's needs.

We help leadership teams move beyond bookkeeping and compliance to focus on strategy, forecasting, profitability, and growth.

The value of a Fractional CFO

With access to experienced financial leadership, organizations can make more informed decisions, improve financial visibility, and position themselves for long-term success while maintaining flexibility and cost efficiency.

What's included
  • Lender and investor reporting
  • Financial statement analysis
  • Board presentation support
  • Growth and expansion planning
  • Financial forecasting and budgeting
  • Cash flow management
  • Strategic planning
  • KPI development and reporting

Ready to find your direction?

Whether you need an audit, strategic consulting, or experienced financial leadership, Cardinal Points Attest & Consulting is here to help.

Let's start the conversation and chart the best path forward for your organization.