Gain Unmatched Financial Clarity

with Watchpoint.

Whether you're scaling up, planning an exit, or navigating complex transitions, our team provides the insights and support you need to succeed.
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Strategic CFO & Advisory Services

Financial Clarity for Your Business

Our team of seasoned CFOs and advisors provide the insights and steadfast guidance you need to make empowered decisions.

Connect With Us
Guide your success  •  One decision at a time
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Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend.
Larry Fink, CEO - Blackrock
Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend.
Larry Fink, CEO - Blackrock
Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend.
Larry Fink, CEO - Blackrock
Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend.
Larry Fink, CEO - Blackrock
Who We Help

Empowering a Diverse Range of Industries

We work with clients across a broad spectrum of industries.

Generally, our clients have between $5-million and $150-million in revenue and more than 20 employees. While most of our clients are located in the greater metro Atlanta region, we do have clients across the US.

Manufacturing & Industrial
Transport & Logistics
Tech & Software
Consumer Retail
Distribution
Energy
and more
WHO WE HELP

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How To Work With Us

1
Connect With Us
Contact us to schedule a discussion about your business and your current financial leadership challenges.
2
Partner With Your CFO Advisor
For each engagement, we conduct an initial discovery assessment. Based on the results of this assessment, we outline a scope of work to address your specific needs.
3
Embark on a Path to Clarity and Control
Start your journey to financial excellence with us as your committed guides every step of the way.

How We Serve Our Clients

When we begin work with a new client, we first conduct an initial assessment of the business. The goal of this assessment is to identify and understand:

The current financial health of the business
The quality of the financial data and reports
How the business generates profit
The cash management process
The quality and capabilities of the accounting and finance team
Potential risks to the business

In addition to this assessment, we work with the business owner to define their long-term goals for the business. We identify where there are gaps today and what needs to occur in the business to achieve that long-term vision.

We build financial forecasts to understand what will be required to achieve the long-term vision
Identify projects and goals necessary to achieve the outlined goals
Implement financial reporting and data management to managecompany performance
Partner with the client’s teams to oversee and manage the financialfunction of the company
Our goal to is help our clients run their businesses more profitably, mitigate financial risks, and monitor business activity to align with their goals. As a CFO Advisory firm, we tailor the level and duration of our work with clients to suit their needs. Our goal is to become and remain a long-term trusted advisor to our clients.
Services

Partnering with Business Owners to provide Financial Leadership

FRACTIONAL CFO
Utilize a trusted resource for growth or transition.
STRATEGIC PLANNING
Bring alignment around financial strategy, the business owner, and the company's growth goals or exit strategies.
FINANCING
Align the capital structure for your organization and goals. Lead the execution and management of growth capital through equity or debt raises.
FINANCIAL PROCESSES
Develop and implement proper financial and accounting management of your business to include robust financial modeling, reporting, and analysis.
KEY PERFORMANCE INDICATORS
Develop useful information that provides actionable insight to manage the growth of your business.
CASH FLOW MANAGEMENT
Know how cash flows through your organization. Be prepared for unexpected challenges and opportunities.

Things our clients have said about working with us.

Discover how working with Watchpoint has transformed their businesses and financial results.
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock
"Watchpoint provided the necessary clarity for making the best decision in our situation. Fully recommend. "
Larry Fink
Blackrock

“Watchpoint are amazing. They hit it out of the park every time, and my family and legacy are more secure because of them.”

Stanley D.
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Common Questions

What sets your CFO advisory services apart from others?
Unlike traditional fractional CFO services, our team consists of experienced entrepreneurs and former business owners. This unique background allows us to not only understand your financials but also deeply grasp operational challenges and growth strategies. We don't just oversee; we guide you through each step, ensuring your financial structure aligns with your business objectives.
How quickly can we start working together once I submit my information?
Once you submit your information through our online form, we will contact you within one business day to schedule a consultation. Our goal is to make the process as swift and seamless as possible, so you can begin your journey to financial clarity without delay.
What industries do you specialize in for CFO services?
We have a broad range of expertise across various industries including Transport & Logistics, Tech & Software, Consumer Retail, Manufacturing, Distribution, and Energy. Our diverse experience allows us to tailor our services to meet the specific challenges and opportunities unique to each sector.
What is involved in the strategic planning process with Watchpoint?
Our strategic planning process involves a deep dive into your business’s current financial health, long-term objectives, and the challenges you face. We align your financial strategy with your business goals through a comprehensive analysis, robust financial modeling, and continuous guidance to ensure every financial decision moves you closer to your objectives.

Insight and news from our team.