Financial Leadership & Intelligence

Partner with our expert team to improve financial operations, gain high-level strategic direction, and benefit from financial planning and analysis. We provide Outsource Accounting, Reporting & Analytics, and Strategy & Leadership for our clients across all industries and at all stages of your business. 

The right financial support at the right time. Delivering peace of mind.

Our Financial Leadership & Intelligence team is designed with the right combination of capabilities to fill in operational and expertise gaps throughout the lifecycle of your business, providing a foundation of support from financial maintenance to strategic analysis and guidance. NAVIGATE supports personal financial goals as well as the organization’s business objectives and opportunities.

Leverage our services when it makes sense, whether that means relying on our foundational accounting support during a period of short staffing or taking advantage of our strategic insights to accelerate your exit or growth. We want to be your trusted partner to elevate your finances and deliver results.

Our areas of expertise:


Quality accounting is critical to create a business foundation built for success. Achieving accuracy and consistency over time requires efficient and repeatable process design that considers the full life cycle of a transaction. NAVIGATE has the expert accountants you need to keep moving forward and growing your business.

The NAVIGATE value we deliver is providing the expertise you need without additional full-time staff; clean, accurate and timely books, along with being audit and tax ready year round.

How we do it:

  • Bookkeeping
  • Payroll Guidance & Support
  • Billing & Collections
  • Accounts Payable & Bill Pay
  • Month End Close & Reconciliation
  • Sales Tax Filing



In addition to financial reporting that is timely and accurate, you and your business need financial insights to inform your important decision making and provide visibility into your financial future—as well as control of your financial present. Let the NAVIGATE team manage your more complex financial reporting needs, bridge the data gaps and build your financial reporting roadmap.

The NAVIGATE value we deliver is improved financial visibility, predictable cash flow, and the creation and tracking of KPIs.

How we do it:

  • Month-End Close
  • Financial Reporting package
  • Annual Budgeting
  • Financial Modeling & Forecasting
  • Reporting Automation
  • Compensation Planning & Design


Our NAVIGATE fractional CFO model gives you access to the experience and expertise of a finance executive without having to shoulder the cost of a full-time in-house CFO.  We work with senior management and the C-suite as an extension of your executive leadership. We help you make the difficult decisions by providing financial insight and analysis, as well as business ideas to increase your opportunities of success. Understanding your end business objectives and creating detailed plans to reach those goals is how we provide value to your shareholders, employees and partners.

The NAVIGATE value we deliver is maximizing corporate value, being prepared for an Exit, and keeping you focused on the big picture.

How we do it:

  • Audit Assistance
  • Board Meeting Preparation
  • Risk Management & Human Resource Planning
  • Business Audits
  • Financial Strategy Planning & Management
  • Pre-M&A Preparation

Ready to get started.

  1. Discovery: We will provide a checklist of information and materials that we will need to get started. This typically includes income tax returns, bank statements, historical financials, etc. During this call we will also discuss specific projects, desired outcomes, etc.  You will meet your dedicated team, set up weekly cadence, monthly expectations, etc.
  2. Financial Assessment: Our team will conduct a thorough assessment of your accounting, reporting and financial operations, designed to uncover opportunities for improvement and identify potential risks. It benchmarks your organization using our established criteria and best practices to determine where you excel and where there are opportunities to improve.
  3. Roadmap and Design: The roadmap uses the financial assessment to present the tactical plan from initial onboarding to ongoing support as well as the strategic plan to navigate your current challenges, opportunities, or goals.
  4. Execute: An extension of your team - this is where our team of experts jump in, learn your business, and can help hold you accountable and get the desired critical outcomes and results you need.

Case Studies:

Are you ready to take your financial capabilities to the next level?

Contact Harbor View Advisors to improve your financial operations.

Let's talk CFO Services