Set your course.
stay northbound.

For entrepreneurs. For small businesses. for you.

You didn’t start a business to get buried in taxes, bookkeeping, or financial complexity.

We help you navigate it all — so you can get back to building.

Get A Free Quote & Set Up a Call
Get Your Free Tax Health Score
Trusted
Experienced
Professional
Intentional
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SERVICES

What we do

Northbound Advisory supports startups and small businesses through every stage of growth — from early incorporation to scaling operations. With experience serving over 1,300+ companies, our team helps you stay financially confident and compliant so you can focus on building.

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01.

Accounting Services​

Build your business. We’ll handle the books.
Flexible bookkeeping that scales with you.

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  • Accurate Monthly, Quarterly, or Annual Bookkeeping & Reconciliations
  • Clear Categorization of Business Transactions
  • Easy-to-Read Financial Reports (P&L and Balance Sheet)
  • Revenue & Expense Tracking to Understand Burn and Runway
  • SaaS-Ready Accounting (Deferred Revenue, Accruals, etc.)
  • Dedicated Bookkeeper + CPA Oversight
02.

Tax Services​

Stay focused on growth — we’ll handle your taxes.
Federal, state, and Delaware filings, handled by experts.
We’ll even find you credits most companies miss.

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  • Free Federal Tax Extension Filing
  • Federal & State Income Tax Compliance & Planning
  • Delaware Franchise Tax Filing
  • R&D Credit Assessment & Filing
  • Founder & Passthrough Tax Support
  • State Residency & Nexus Optimization
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03.

Financial Advisory​

Know your numbers. Impress your investors.
Fractional CFO support, KPI dashboards, and models built to raise.

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  • Fundraising & investor prep
  • Burn rate & runway analysis
  • Financial modeling
  • Monthly & quarterly KPI tracking
  • Fractional CFO support
WHY CHOOSE US​

Trusted by 1,300+ Startups & Small Businesses

Our team has helped hundreds of founders navigate compliance, strategy, and growth — by translating complex financial rules into clear, founder-focused advice.

Enterprise-Backed Perspective

Our team brings experience from the Big 4 and Fortune 500 — offering institutional-grade insights without the red tape.

Founder-First Approach

We distill complex topics like credits, stock comp, and multi-state filings into clear, actionable next steps that drive your business forward.

Results That Matter​

From successfully abating over $150K in penalties to securing millions in credits and clean audits, we prioritize value and outcomes for every client.

TESTIMONIALS​

What My Clients Say?​

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Amanda Lee​CEO & Founder Crix​
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Timothy Stevens​CEO at Dynamic​
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Catherine Gilbert​Director at Initech
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FREE ESTIMATION​

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