Private Business & Financial Advisory
NorthMark Financial serves as a trusted private partner—providing financial leadership, execution, and oversight across the areas that determine profitability, growth, cash flow, tax efficiency, and long-term wealth creation.
How We Work
Our role is both strategic and operational.
We work directly inside a client’s business and financial life, building and managing the financial infrastructure that supports bookkeeping, forecasting, cash flow, tax strategy, and executive decision-making.
Our advisory team includes attorneys, CPAs, former IRS agents and senior financial consultants—each with a minimum of two decades of experience in their respective disciplines.
The result is CFO-level guidance providing you with clarity, control, and informed growth—without the cost or complexity of a full internal finance department.
Core Advisory Services
Financial Oversight & Bookkeeping
Having accurate, proactive bookkeeping is the foundation for sound financial decisions.
This is not AI or outsourced data entry. It is structured financial forecasting and reporting designed to support executive-level insight.
Ongoing bookkeeping and financial reporting
Clean, decision-ready financial statements
Cash flow visibility and growth trend tracking.
Tax Strategy &
Planning
Our tax strategists and CPAs ensure tax planning is aligned with how the business and personal finances actually operate.
Our role bridges strategy and execution—so tax planning is proactive, not reactive.
Strategic planning aligned with income, structure, and growth.
Review of entity structure, compensation, and timing decisions.
Forward-looking tax considerations, not year-end surprises.
Fractional CFO &
Financial Leadership
For clients who need senior financial leadership without building a full internal team, we provide experienced CFO oversight.
This role focuses on clarity, control, and informed decision-making at every stage of growth.
KPI development, performance tracking and forecasting.
Margin, pricing, and cost structure analysis.
Strategic input on growth, hiring, and capital allocation.
"NorthMark Financial focuses on your full financial picture because we know decisions in one area always affect the other."
- CANDY VALENTINO
Business & Personal
FINANCIAL ASSESSMENT
Every advisory relationship begins with a comprehensive financial assessment designed to establish clarity, control, and direction.
This assessment examines how a client’s business and personal finances actually function together—revealing where structure supports growth, where friction exists, and where decisions are creating unintended constraints.
ASSESSMENT PROVIDES
FULL review
ASSESSMENT PROVIDES
FINANCIAL STRUCTURES
FULL review
Review of business and
personal financial structure
IDENTIFY CONSTRAINTS
Identification of revenue, cash flow, tax,
and operational constraints
ASSESSMENT PROVIDES
FULL review
FINANCIAL STRUCTURES
Review of business and personal financial structure
IDENTIFY CONSTRAINTS
Identification of revenue, cash flow, tax, and operational constraints
ACCOUNT VISIBILITY
into risks, inefficiencies, and misalignment across entities and accounts
Visibility into risks, inefficiencies, and misalignment
DECISION MAKING
Clear prioritized recommendations
recommendations to support profitability, liquidity, and decision-making
ACCOUNT
VISIBILITY
Visibility into risks, inefficiencies, and misalignment
into risks, inefficiencies, and misalignment
across entities and accounts
DECISION
MAKING
recommendations to support profitability,
liquidity, and decision-making
Clear prioritized
recommendations
This work creates the foundation for ongoing advisory by replacing assumptions with facts and direction.
recommendations to support profitability,
liquidity, and decision-making
This work creates the foundation for ongoing advisory by replacing assumptions with facts and direction.
ENGAGEMENTS
NorthMark Financial works with a limited number of clients through monthly advisory engagements.
Each relationship begins with a comprehensive financial assessment.
This allows us to:
Understand the numbers that matter to your business and financial life.
Identify opportunities for growth and increased profitability.
Anticipate cash flow and operational issues before they become problems.
Act as your consistent financial partner—not a reactive service provider.
NorthMark Financial works with business owners, entrepreneurs, and high-net-worth individuals who value clarity, discretion, and experienced financial leadership.
© 2026. Candy Valentino. All Rights Reserved.