(424) 274-3188 info@nstarfinance.com


Northstar can help drive your growth and profitability


Never has an efficient and impactful finance function been more important to fast-growth technology companies – where cash is king and the pressure from board members and investors to stay informed is constant. Our executives have worked with Technology CEOs for years and have used our unique industry and finance expertise to help drive impressive bottom line results.

The Technology Industry

Financial expertise you can trust

Technology companies find themselves challenged by financial issues stemming from:

  • Immature Financial Controls and Processes
  • Investors requiring specific and detailed financial reporting
  • Capital constraints limiting the ability to hire finance leader(s)

Northstar provides our Technology clients with dedicated, expert financial resources to eliminate these difficult challenges.

From cash flow management to fundraising, companies are relying on the finance team for more robust financial reporting, more insightful metrics and help with communicating with the board and investors.

Challenges Faced by Our Technology Clients

Trust Northstar to be your partner

Immature Financial Controls and Processes:

  • Shortage of more formal and suitable financial plans, records and forecasts
  • Financial analysis and reporting necessary to raise capital or sell the business
  • Lengthy and inefficient budgeting or forecasting processes

Budget Constraints:

  • The lack of dedicated resources for a full time CFO/Controller
  • Belief that a bookkeeper is sufficient
  • Prioritizing customer acquisition and product development over finance

Lack of Critical Reporting & KPIs:

  • Investors (VC/PE firms) looking for specific financial reporting and forecasting
  • The need for sophisticated financial modeling for forecasting and funding scenarios
  • Consensus on top financial metrics and ability to use them as business KPIs
  • Running an organization without proper financial and analytic information available

Scarcity of industry qualified financial resources:

  • Current bookkeeper lacks financial expertise in capital structure
  • More sophisticated financial leadership required to drive business forward
  • Difficulty translating the data into usable and management-ready analysis and insights
  • Founders of technology companies possess expertise in areas outside of finance, leaving a gap

Our Technology-Specific Services

How we support your financial needs

Start-Up Services

  • Professional Onboarding System
  • Cleanup Historical Financials
  • Review Tax Planning Strategy
  • Entity Objectives
  • Perpetual Data Room

Ongoing Services

  • GAAP (and IFRS) compliant bookkeeping and financials
  • Prepare Monthly Reporting Package
  • Quarterly Investor Package
  • Create Management KPI Analysis Dashboard
  • Month End Reconciliations
  • 6-Month Rolling Cash Forecast
  • Accounting Policies & Controls
  • Financial Models for Deal Analysis
  • “Lean” Methods to drive cost savings

    Under-Skilling Your Finance Function Can Lead To:

    • Lower Profitability
    • Financials Not being “Investor Ready”
    • Lower Valuation for Your Business
    • Lack of Metrics and Robust Reporting
    • Lack of Policies & Controls
    • Limited Cash Saving Protocols
    • Weak Investor Relations
    • Projects failing to get off the ground/funded

    Technology Client Benefits

    Our experts bring bottom-line value to your firm

    We have practical and real-world finance experience within the technology industry that allows us to effectively:

      • Navigate the complexity of  Internal Revenue Code (IRC) 280E to minimize your tax burden while remaining compliant with current laws and regulatory obligations.
      • Develop technology-specific financial metrics and KPIs that provide clients with the ability to improve business performance by benchmarking and measuring the results of their actions.
      • Leverage detailed, multi-year cash flow projections that bring our clients peace of mind in understanding capital and growth plans long-term.
      • Templatize the board and investor deck process so that your company benefits from consistent financial information without monthly “fire drills”.
      • Develop and manage our client’s cap table to identify the ownership, control and overall capital structure of the company making it easy to forecast potential payouts and dilution under specific scenarios.
      • Develop a detailed and up to date operational model by optimizing systems and organizational structure to enable scalable growth and to facilitate fundraising discussions.
      • Create dynamic and effective financial models and audit-ready financial statements and forecasts for clients to maximize profit and cash management

      Why Our Technology Clients Choose Us

      Customer Testimonials

      Like having a coach for your finances, Lorenzo whipped our organization into shape and developed a system that all our employees could work from. His style is unique and personable and he’s one of the most reliable employees I’ve ever had. He has an innate ability to forecast in a way that’s easy to digest and he does what he says he will. I never had to worry when we worked together, and I could always trust him to take care of any financial questions or concerns that came up.   David Hay

      CFO, Mena Link Holdings

      Contact Us

      Our financial experts are here to help you

      Contact Us

      9454 Wilshire Blvd. STE 642
      Beverly Hills, CA 90212

      (424) 274-3188


      Working Hours