Family-Run Financial Consulting

Financial Clarity for What Matters Most

We give you the numbers, the insight, and the partnership you need — so you can focus on leading your mission with confidence and purpose.

North & Vine

Your trusted financial partner — so you can focus on what matters most.

At North & Vine, we exist to serve mission-oriented business owners by providing financial clarity, strategy, and peace of mind. Our goal is not just to deliver reports, but to become your trusted partner — helping you grow with confidence, purpose, and integrity.

As prior business owners ourselves, we understand what it takes to build, manage, and grow a company from the inside out. We bring both the 30,000-foot strategic vision and the fine-detail financial expertise your business needs.

"Strong roots and intentional stewardship lead to lasting success."

Integrity

Doing it right the first time. We approach every engagement with honesty, excellence, and accountability.

Simplicity

Making your life easier, not harder. We turn complexity into clarity — no jargon, just insight.

Longevity

Building solutions that last. Our systems and processes are designed for sustainability, not quick fixes.

Impact

Serving your mission with purpose. Your success fuels greater impact — we help your business thrive so your mission can too.

How We Serve You

From executive-level strategy to day-to-day financial management, we bring clarity and leadership to your financial operations.

01

Fractional CFO Services

Your on-call finance leader. Executive-level financial strategy without the full-time cost — from forecasting and capital planning to performance reviews and board-level insights.

Financial ReportingCash FlowStrategic AdvisoryCapital PlanningModeling
02

Retainer — Accounting & Finance

Reliable monthly support designed to manage your accounting and financial reporting needs. We handle the day-to-day details — bookkeeping oversight, reconciliations, reporting, and analysis.

BookkeepingReconciliationsMonthly ReportingAnalysis
03

Special Projects

For unique or time-bound initiatives — system overhauls, process improvements, due diligence, or audit preparation — we offer targeted expertise to achieve results quickly and effectively.

System OverhaulsProcess DesignDue DiligenceAudit Prep

Solutions Tailored to You

We serve both for-profit businesses and nonprofit organizations with specialized expertise for each.

📊

Financial Planning & Analysis

Advanced financial modeling and analysis that track performance, manage resources, and enable swift decision-making for growing businesses.

  • Forecasting, budgeting & scenario analysis
  • Cash flow management & working capital optimization
  • Revenue & profitability modeling
  • Capital allocation & investment evaluation
  • Variance analysis & KPI development
🎯

Strategic Advisory

Executive-level guidance to help you navigate growth, manage risk, and make strategic financial decisions with clarity and confidence.

  • Growth strategy & business planning
  • Capital planning & funding support
  • Business case development & modeling
  • Board & stakeholder reporting
  • Tax coordination with your CPA or tax advisor

Accounting Process Improvement

Streamline your financial backbone with clean, efficient systems — from chart of accounts redesign to workflow documentation and procedure creation.

  • QuickBooks cleanup & optimization
  • Chart of accounts development
  • Procedure creation & documentation
  • Backup documentation compilation
  • Internal controls & audit readiness
🔗

Integrations & Automation

Evaluate and implement the right technology to streamline approvals and reconciliations — reducing manual work and increasing accuracy.

  • Accounting tech stack evaluation
  • QuickBooks, Gusto, Bill.com integration
  • Power Automate & workflow automation
  • Custom management dashboards
  • Add-on technology assessment
💡

Budgeting, Forecasting & Sustainability

Strategic financial planning that aligns your budget with your mission, helps diversify funding sources, and ensures long-term organizational sustainability.

  • Annual & program-level budgeting
  • Cash flow forecasting & reserve planning
  • Funding diversification strategy
  • Grant proposal financial modeling
  • Scenario planning for growth & sustainability
📈

Impact Measurement & Reporting

Translate your mission into measurable outcomes. We help you build frameworks that demonstrate impact to donors, boards, and stakeholders.

  • Outcome tracking & KPI development
  • Program effectiveness analysis
  • Donor & board impact reporting
  • Annual report financial narratives
  • Benchmarking against peer organizations
🏛

Grant Accounting & Fund Management

Specialized expertise in managing restricted and unrestricted funds, grant compliance, and coordination with auditors and regulatory advisors.

  • Grant tracking, reporting & compliance
  • Restricted vs. unrestricted fund accounting
  • Funder reporting coordination
  • Cost allocation across programs
  • Audit preparation & coordination with auditors

Nonprofit Accounting & Process Design

Build clean, sustainable financial systems tailored to nonprofit accounting standards — from fund-based chart of accounts to compliance-ready procedures.

  • Fund-based chart of accounts setup
  • QuickBooks for nonprofits configuration
  • Financial policies & procedure manuals
  • Internal controls & segregation of duties
  • 990 coordination with your tax advisor

How We Work Together

Flexible engagement models designed around your needs.

Why "North & Vine"?

North represents direction — our commitment to guiding business owners toward clarity and confidence in their financial journey.

Vine represents growth, connection, and fruitfulness — rooted in John 15:5: "I am the vine; you are the branches. Whoever abides in me and I in him, he it is that bears much fruit, for apart from me you can do nothing."

Together, North & Vine embodies the balance of strategy and sustainability — the head and heart of business done right.

Ready for Financial Clarity?

Let's start a conversation about how North & Vine can serve your business and your mission.

Schedule a Call →

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