Your Trusted Financial Consulting Partner

At Point One Financial Consulting, we specialize in financial planning, analysis, and modeling for small to mid-sized corporations navigating both growth periods as well as challenge cycles. Let us help you achieve your financial goals.

A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.

Industries Served

Financial Services
Capital Markets
Private Equity
Cable Industry
Marketing / Communications / IT
Technology
Merchandising / Internet Sales
Manufacturing
Consumer Products
Software As A Service (SAAS)
NonProfit / Charitable

Services Provided

Financial Planning / Budgeting / Forecasting
Variance Analysis
Bottom-Up Financial Modeling
Financial Statement Projections / Pro-Forma
Decision Support
Ad Hoc Analyses
Process Simplification
Cashflow Modeling
Project Management
Hyperion / IBM TM1 / Netsuite Integration

Your Partner in Financial Success

At Point One Financial Consulting, we specialize in financial planning and analysis for small to mid-sized corporations, guiding them through growth and decline with tailored strategies and insights.

A hand is holding a smartphone displaying a financial chart with fluctuations in orange lines. The background features blurred computer screens with a dark theme.
A hand is holding a smartphone displaying a financial chart with fluctuations in orange lines. The background features blurred computer screens with a dark theme.
Exceptional service and expertise!

Client

"
Contact

Client Feedback

Hear what our clients say about our financial consulting services.

Point One Financial Consulting transformed our approach to financial planning and analysis.

John Smith
A laptop and smartphone are placed on a wooden table. Both devices display financial charts and data, suggesting involvement in stock trading or market analysis. The setting appears to be indoors with natural light coming through a window.
A laptop and smartphone are placed on a wooden table. Both devices display financial charts and data, suggesting involvement in stock trading or market analysis. The setting appears to be indoors with natural light coming through a window.

New York

The expertise and insights provided by Point One were invaluable for our growth strategy.

A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
A person is sitting at a wooden table using a laptop and a smartphone. Both devices display stock charts and market data, suggesting activities related to financial analysis or trading. The room is softly lit, possibly with a Christmas tree in the background.
Emily Davis

Chicago

★★★★★
★★★★★

Consulting Projects

Focused on financial planning for small to mid-sized corporations.

A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
Client Financial Analysis

Expert insights for business growth and sustainability strategies.

A financial chart displaying a downward trend with multiple sharp peaks and valleys. The chart features predominantly red and green candlesticks against a dark background, indicating fluctuations in market values.
A financial chart displaying a downward trend with multiple sharp peaks and valleys. The chart features predominantly red and green candlesticks against a dark background, indicating fluctuations in market values.
Learn
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Modeling Solutions

Tailored financial models for diverse corporate needs and challenges.

Explore
Point One Financial Consulting LLC

Expert financial planning for growing businesses.

Growth

Strategy

info@pointonefinancial.com

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