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Our Premier Solutions


MaxPoint Advisors is focused on providing relevant and solution-oriented strategies to the board rooms of our clients in order to adequately position them for success.

CFO Advisory

Our CFO Advisory solution is custom-fit to meet your businesses needs. This solution is best for businesses generating between $500,000 and $15,000,000 in annual revenue. Designed to increase Revenue, Profit, and Cash Flow in your business. 


Solid record keeping and transaction management is the life of any successful business. Our dedicated bookkeeping professionals are experienced and will help maintain a streamlined flow in your accounting process.

Mini-CFO Subscription

The Mini-CFO is a contract-free monthly services for small businesses that generate under $500,000 in annual revenue. The service allows smaller companies to access expert-level financial advice and business coaching.

Business Tax Prep

Our partner accountants and enrolled agents assist with the timely preparation of your business financials. This service is included on the MaxPoint Plan of the Mini-CFO Subscription.

Controller Services

The development and management of your company's accounting process is essential to its success. Our Controller services help you gave valuable insights that help support your short and long term business goals.

Special Project Consulting

Special projects could include but are not limited to: accounting software implementation, EPR software selection and implementation, business valuation, Executive management recruitment.

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