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You’re a fast-growing business and need visibility into your future. We are the trusted resource to navigate the complexities of your business.
Meet your CPA,
Ready To Help You Make The Climb.
Christine Trumbull, founder of Pinnacle CFO Services. With 28 years of financial experience, she works hand in hand with owners and their team to ensure they have a clear plan for their future.
CFO Advisory
We learn about your business objectives and customize a scalable solution and solve for ongoing and one-time project demands with a plan that fits your business.
Your needs are evolving as your business reaches new heights. Cashflows, key performance indicators, and financial growth strategy are necessities. As your CFO, we deliver the knowledge and tools to keep you at the forefront of your industry.
Scale your business
Financial projections and budgets
We help you build your business and prepare for the future with financial reports, forecasts, and budgets. We’ll assess your business and build custom financial strategies to improve profitability, minimize expenses, and strengthen your growth overall.
Through forward thinking advisory and business coaching, we structure cash flow optimization, budgets, forecasts, and financial roadmaps.
- Revenue forecasting
- Cash flow management
- Employee expenses and headcount planning
- Annual and monthly budgets
- Build custom financial strategies
Some of the services we offer:
Pricing Starts at $1,500/month
- Review your financial health and processes
- Maintain and enhance operating budget & financial forecast
- Support vendor contract review & negotiations
- Pricing strategies
- Systems Strategy and Design
- Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
- Annual Budgeting & Forecasting
I now have a $10,000/month client for the first time...
Working with Christine has changed the course my business is on for the better. I hit paydirt with Christine! Not only do I now have a $10,000/month client for the first time in firm history, I have a solid strategy to keep them coming in! Christine is a true partner and genuinely cares about the people and businesses she works with. I couldn’t be more thrilled that I found her!
She helped my organization gain new clarity...
"Christine is absolutely amazing. She helped my organization gain new clarity in where we wanted to go, how to get there and guided us every step of the way."
She keeps you focused on growing your business.
Christine helped my business become more organized, fine tuned internal processes, and built a marketing plan. My time with Christine has sparked a joy for my business that had faded. She keeps you focused on the big picture and moving forward while growing your business. I highly recommend Christine to any business owner needing to take the “next step” in his or her business development.
... inspires people to be the best version of themselves.
"Christine is the type of leader who picks someone up when they are down and inspires people to be a better version of themselves. From my own experience, I also know she is a dependable and caring mentor who is always willing to share her wisdom and knowledge.
Online Bookkeeping
- Monthly statements delivered on time.
- Get on-time reports for your business each month.
- Monthly balance sheet
- Monthly profit and loss statement
- Any additional reports necessary to your industy
- Easily access your reports from our mobile app or desktop portal
Data on your business financial health.
We digitally reconcile your expenses weekly or monthly, depending on your chosen plan, and provide you with financial reports so you have clear visibility of your business’s financial health.
- Monthly profit and revenue trend graphs
- Top Expenses – an interactive dashboard
- Mobile app access to your financials
- All-in-one online bookkeeping and tax solution.
- Tax consulting and advising
- Filing state and federal tax returns (tax preparation provided by CPA and EA partnered firms that best fit your needs)
- Annual tax planning
3. Accurate books
2. Streamlined communication
1. Personalized onboarding
How it works
Need help with catch up bookkeeping services? You’re not alone. 25% of business owners are behind on their books. Whether you’re behind a few months or a few years, we will bring your financials up to date so you can worry less about the past and spend more time thinking about the future.
