TESTIMONIALS
"I SOUGHT BUSINESS CONSULTANTS
NEAR ME, AND I'M SO GLAD
I FOUND
NORTHSTAR"
NORTHSTAR STRATEGIC PARTNERS
TESTIMONIALS
In the connected world of technology, finding “business consultants near me” no longer means down the street from your business. It means that “business consultants near me” can be as close as your computer, tablet or smartphone.
NorthStar serves many companies across numerous industries, and they are often eager to share the impact that NorthStar has had on their businesses.
Here is some of the feedback we have received.
"We have taken our profits and started to invest"
“Our company has grown so much with NorthStar and with Wendy guiding us along the way. We started with very little and have made our construction company into quite a profitable business. We started as an Individual business owner and now there are 3 partners. We are now taking steady salary amounts. We now have a few part-time employees. We have taken our profits and have started to invest into other opportunities to keep growing. We have also started 401k's for the partners. I will let the numbers speak for themselves. With Wendy and NorthStar, we have done very well."
L.M., Construction Company
"Life-changing to our financial situation"
“I wanted to take a moment to thank you for your hard work and dedication over the past year. Your contributions to my team have been invaluable, and I am genuinely grateful for the effort you and your team put forth every day. I have been impressed with your patience and your willingness to go above and beyond to address the financial needs of my company. Your dedication has truly been life-changing to our financial situation, and I am incredibly grateful for your effort in this regard.
Your ability to adapt to the fast-paced nature of the industry, particularly the demands of Silicon Valley, is commendable. It is evident that you have a strong understanding of the needs and expectations of my company and team's needs. I can truly say that I am a confident business owner, the structure you have provided has allowed me to prepare for my future as a business owner, emotionally and financially.”
Y.T.T., a Silicon Valley Company
"I would recommend NorthStar, not just for the construction industry, but any industry"
“Before working with NorthStar we had a huge challenge with clarity into our accounting, how our accounts were laid out. NorthStar helped us tailor those so that we could account accurately. We had no visibility into where our spending was. We are an electrical contractor, so it is very important to see where materials are being purchased, the margins that are going in and out. NorthStar showed us how to get those things clear.
We have monthly check-ins where the NorthStar team asks us important questions. This helps us make the right decisions. A lot of the transparency is important. We have thin margins in our industry. We feel the impact in the industry. We need to be seeing the specifics as they happen so we can be prepared and act in the most effective way possible. Everyone on the NorthStar Strategic Partners team is super friendly. We look at our meeting as our regular therapy session. We always come out with a hugely positive attitude. We are always looking forward to the next one.
I would recommend NorthStar, not just for the construction industry, but any industry. They know the accounting business, and all business. Their knowledge on businesses of all sizes and tiers is excellent. We always appreciate their work. Our experience with NorthStar has been very positive since we switched to them. We rely on them a lot. Whenever we have some questions, we know we can reach out and our questions WILL BE answered with knowledge and experience.”
We have monthly check-ins where the NorthStar team asks us important questions. This helps us make the right decisions. A lot of the transparency is important. We have thin margins in our industry. We feel the impact in the industry. We need to be seeing the specifics as they happen so we can be prepared and act in the most effective way possible. Everyone on the NorthStar Strategic Partners team is super friendly. We look at our meeting as our regular therapy session. We always come out with a hugely positive attitude. We are always looking forward to the next one.
I would recommend NorthStar, not just for the construction industry, but any industry. They know the accounting business, and all business. Their knowledge on businesses of all sizes and tiers is excellent. We always appreciate their work. Our experience with NorthStar has been very positive since we switched to them. We rely on them a lot. Whenever we have some questions, we know we can reach out and our questions WILL BE answered with knowledge and experience.”
A.E., Electrical Contractor in Construction
“NorthStar is actually a part of my team and business”
"As a new small business owner, I feel a sense of relief that I have a professional group managing my financial reporting, taxes, and much more. The NorthStar team has enabled me to put my focus where it counts most, on my team members and generating revenue rather than spending time compiling data. Having a bi-monthly meeting with Wendy, a fractional CFO and well-connected professional, has helped to propel my knowledge and understanding of how to manage the financials of my business even better than I already knew, but also how to grow my company whether that's standardizing operations or seeking additional capital. Working with Shy and Nancy is always a pleasure, and they are very smart. I have to say I feel that NorthStar is actually a part of my team and business. I would highly recommend whether you are a new business owner with a strong financial plan or an existing business owner ready to take your revenue and profits to the next level to work with NorthStar."
P.P., a Fitness Company
“The tenacity of Wendy and her team is unrivaled - and honestly,
something I strive to implement and mirror in my own business.”
“Wendy is the highest quality financial professional - in any area - that I have worked with both as an individual and as a business owner. At the beginning, her work for us included quite a bit of handholding and teaching us how to get the most out of her services. Wendy and her team are absolutely on top of it. We meet twice a month and there are always tasks generated at these meetings. I will be honest, the speed with which we receive work product from her office as well as the speed of her advocacy, is typically faster than we are ready to implement or respond to. The tenacity of Wendy and her team is unrivaled - and honestly, something I strive to implement and mirror in my own business. Not only would I recommend this company, but I do actively recommend Wendy Roberts and NorthStar. I will absolutely continue to recommend her and her company to any and every business owner I know currently and meet in the future.”
G.E.L., a Law Group
“Deeper insight into your business position, your direction, your goals and your impact on society”
“Before working with NorthStar, we were very busy with multiple departments needing operational process improvements. We had a need to increase morale, and boost performance, continuously improving our operations. They brought business management knowledge we did not have, and in working with them, we became educated. They even suggested books for us to read and become informed on best practices. They provided reports so we could understand our business and showed us how to leverage those reports. They gave us a direction. This was vital and important; it was less about speed and more about taking appropriate steps to achieve our annual objectives.
When NorthStar joined us with regular meetings, we saw the progress, we saw the result. The company is more stable financially and we have a strong support team in NorthStar. Before our operations were chaotic and in the dark, now our operations manager knows her worth and feels valued for implementing NorthStar’s guidance of us. NorthStar taught us to figure things out and plan. NorthStar will give you direction. NorthStar inspires our team to not just achieve, but to go beyond the projected milestones we discuss. NorthStar gives us a structure for everything. It is all well planned, and everyone on our team acts on it. We appreciate the planning of everything, the weekly reporting and all. We started with 300 clients before working with NorthStar, in a year we have gone well beyond 600. NorthStar has given us focus on all 4 Points of Focus®.
Their guidance has helped us increase our market base, they have given us direction for our financial strategies which have led to growth, they have inspired continuous improvement of our operations through planning, and motivated our teams. NorthStar gives very insightful strategies, they are easy to work with, and are incredibly useful within our company. If you are a startup, or have been going for a while, you need NorthStar. You need them to give you deeper insight into your business position, your direction, your goals and your impact on society. If you need a solid sense of direction—link up with NorthStar—there will be no regrets.”
When NorthStar joined us with regular meetings, we saw the progress, we saw the result. The company is more stable financially and we have a strong support team in NorthStar. Before our operations were chaotic and in the dark, now our operations manager knows her worth and feels valued for implementing NorthStar’s guidance of us. NorthStar taught us to figure things out and plan. NorthStar will give you direction. NorthStar inspires our team to not just achieve, but to go beyond the projected milestones we discuss. NorthStar gives us a structure for everything. It is all well planned, and everyone on our team acts on it. We appreciate the planning of everything, the weekly reporting and all. We started with 300 clients before working with NorthStar, in a year we have gone well beyond 600. NorthStar has given us focus on all 4 Points of Focus®.
Their guidance has helped us increase our market base, they have given us direction for our financial strategies which have led to growth, they have inspired continuous improvement of our operations through planning, and motivated our teams. NorthStar gives very insightful strategies, they are easy to work with, and are incredibly useful within our company. If you are a startup, or have been going for a while, you need NorthStar. You need them to give you deeper insight into your business position, your direction, your goals and your impact on society. If you need a solid sense of direction—link up with NorthStar—there will be no regrets.”
M.M., a Business Support Company
“It's like getting an MBA”
“NorthStar is cooperative, supportive, and patient. They allowed me to ask questions continuously and redundantly until I understood. I have recommended NorthStar—companies should start with them as early as possible and be willing to learn. It is like getting an MBA, for me anyway, it was an uphill peak to achieve. They have embraced hearing my ideas and the direction I want to take, and feeling I am running my business with them. There is a feeling of autonomy, because it is my business, but a level of confidence that I have somebody to bounce my thoughts and ideas off, with them giving me the financial guidance.
My pain points were not understanding how to navigate through my own cash flow. I thought I was organized financially but after working with NorthStar, I saw that I wasn’t. I did not understand my own financial outlays: how much was spent per referral; how much was spent per inquiry. I was not on top of the finite details on which the company runs. There are so many finite pieces, that I was nowhere near organized until I began working with NorthStar. I have been able to find a net percentage that I should achieve every month. I was not calculating that correctly and unable to manage to that before working with NorthStar. They were the support I needed to do that. NorthStar can develop the platforms that I needed that were specific to my company. I sought out other business consultants near me and am glad to have found the right one—NorthStar.”
My pain points were not understanding how to navigate through my own cash flow. I thought I was organized financially but after working with NorthStar, I saw that I wasn’t. I did not understand my own financial outlays: how much was spent per referral; how much was spent per inquiry. I was not on top of the finite details on which the company runs. There are so many finite pieces, that I was nowhere near organized until I began working with NorthStar. I have been able to find a net percentage that I should achieve every month. I was not calculating that correctly and unable to manage to that before working with NorthStar. They were the support I needed to do that. NorthStar can develop the platforms that I needed that were specific to my company. I sought out other business consultants near me and am glad to have found the right one—NorthStar.”
A.Y., a Health and Wellness Company
“NorthStar jumps right away on emergency situations”
“NorthStar is very easy to work with, always there when we need them. They get things done. They do not just oversee our bookkeeping and accounting; they look at all our benchmarks and see how we are doing. We have 90-day sprints, and aggressive goals, they are very good at keeping our action items and meeting minutes and holding us accountable. They create a better process overall, not just in the financial sense of things. NorthStar is exceptional at communication, NorthStar jumps right away on emergency situations that have to be handled out of process and keeps us on track rather than letting the whole system go down. Our pain points were around not having a process to approve payments, and not being able to pay vendors on time. We had no way of keeping track of action items.
With NorthStar, we created a process around invoices, receiving them, approving them, and paying them. It created time to achieve more sales, better workflow, which also gave a way to gain more sales. NorthStar looks at what we are spending on Marketing, and examines what is being effective, and what is not being effective. Where are our dollars going, and they are giving us the return on investment we are looking for. They focus our marketing in the right direction. Financially, NorthStar has helped us set goals on sales achievement, margins, and showed us how to track those. They help us to set plans to reduce costs and to increase revenue to hit our profitability goals. We have been successful at this thanks to NorthStar and have grown significantly over the years. We doubled and then last year we did two and half times that. NorthStar helped us with our hiring policies and helped in putting together a paternity leave policy. With their expertise and knowledge, plus experience with us and other companies, they are a trusted resource. Wendy and team are great to work with!”
With NorthStar, we created a process around invoices, receiving them, approving them, and paying them. It created time to achieve more sales, better workflow, which also gave a way to gain more sales. NorthStar looks at what we are spending on Marketing, and examines what is being effective, and what is not being effective. Where are our dollars going, and they are giving us the return on investment we are looking for. They focus our marketing in the right direction. Financially, NorthStar has helped us set goals on sales achievement, margins, and showed us how to track those. They help us to set plans to reduce costs and to increase revenue to hit our profitability goals. We have been successful at this thanks to NorthStar and have grown significantly over the years. We doubled and then last year we did two and half times that. NorthStar helped us with our hiring policies and helped in putting together a paternity leave policy. With their expertise and knowledge, plus experience with us and other companies, they are a trusted resource. Wendy and team are great to work with!”
S.K., a Construction Firm
We have taken good companies and made them great. It is what we do. We have done it for them, and we can do it for you. Set up your discovery consultation and let’s start you on your business path to success today.
Helping guide you on your quest
for maximum profitability, efficient operationS, & overall success