Northstar Financial Advisory

Accounting

Provides comprehensive bookkeeping, financial reporting, and day-to-day accounting support to help firms and clients maintain accurate, timely, and compliant financial records.

Accounting System Consulting, Design and Implementation

Consultants facilitate goal-setting sessions, conduct SWOT analyses, develop integration strategies, and review strategic plans to refine an organization’s direction for sustainable operations amid evolving market dynamics.

Advanced Tax Mitigation Strategies

Delivers sophisticated planning techniques designed to reduce tax exposure, optimize cash flow, and uncover opportunities for long-term tax efficiency.

Board Facilitation & Training

You likely have a group of extremely qualified and passionate individuals who have volunteered to serve on your board. But they may not know what it means to serve as a board member or how to facilitate collaborative conversations with each other around the organization’s mission and financial position. We understand that board members sometimes need facilitation and training on how to properly serve in this important role, so we offer board facilitation and training to help guide key discussions and provide education around role responsibilities.

Business Management

Supports owners and executives with oversight, planning, and administrative structure to streamline operations, strengthen decision-making, and drive sustainable growth.

Business Tax Planning

Business tax planning helps companies structure their operations to minimize tax liabilities and maximize savings. It involves analyzing transactions, timing income and expenses, and considering available deductions and credits. Effective planning can improve cash flow, reduce risks, and support long-term growth.

Business Valuations

An official valuation report financially analyzes your business and can help you sell, obtain financing from a lender, perform estate, gift, or tax planning to protect your wealth or update a buy-sell agreement for your business.

Cash Flow & Forecasting Analysis

Strategic planning tools to optimize liquidity, budgeting, and long-term growth decisions.

Client Accounting Services (Bookkeeping, Fractional CFO)

Our CAS services are designed to provide high-level financial leadership and expertise to businesses without the cost of a full-time executive. Whether you’re a growing company in need of strategic financial guidance or an established business looking to streamline your financial operations, our team offers customized solutions that align with your goals. We help businesses optimize cash flow, enhance financial reporting, and make data-driven decisions, empowering you to focus on growth while we handle the complexities of financial management.

Consulting

Provides strategic advisory and project-based expertise to help organizations improve processes, solve complex challenges, and unlock new opportunities for efficiency and expansion.

Entity Structuring & Restructuring

Entity structuring and restructuring involves designing or reorganizing a business’s legal and operational framework to optimize tax efficiency, mitigate risk, and support strategic objectives. This process ensures the entity’s structure aligns with current and future business goals.

Executive Compensation & Equity Planning

Advises companies on designing and implementing compensation and equity programs that attract top talent, reward performance, and align leadership incentives with long-term business goals.

Federal Tax

Navigate federal tax legislation and regulations, offering strategic guidance to maximize tax savings and minimize risks through insightful accounting method planning and compliance.

Fiduciary/Trust and Estate Accounting Services

Services provide meticulous, reliable record-keeping and reporting to ensure financial compliance and transparency, aiding fiduciaries in fulfilling their duties with precision and accountability.

Financial Services Regulatory Compliance

Services offer expert guidance on regulatory frameworks, helping institutions implement effective compliance strategies to safeguard integrity, ensure transparency, and minimize operational risks in a dynamic financial environment.

Financial Statements & Forecasting Analysis

Delivers clear, accurate financial statements and forward-looking analyses that help leaders understand current performance and confidently plan for future growth.

Financial and Tax Reporting

Cabrillo provides a full suite of valuation services for public and private companies and Boards of Directors, all performed in accordance with AICPA, GAAP, IFRS, IRS, SEC, and USPAP Standards.

Fixed Asset Services

Fixed asset analysis identifies tax-saving opportunities through accelerated depreciation and compliance issue resolutions, applying changes to past assets without needing tax return amendments.

Forensic Accounting and Agreed-Upon-Procedures Engagements

We can assist an HOA in uncovering where questionable payments might have been made or if something does not look quite right with assessment revenue.

IFRS Reporting

Transition to IFRS with expert guidance. Offer comprehensive training, implementation, and strategic insights to help businesses seamlessly align with global accounting standards for a competitive edge.

Income Taxes

Ranging from compliance to advocacy, we are an HOA's partner in income tax reporting for federal (IRS) and California (FTB) income taxation. We also have extensive experience getting exemption from the FTB's minimum tax.

Internal Audit Services

Internal audit services enhance regulatory compliance, improve efficiency, identify risks, detect fraud, and ensure robust control systems, safeguarding a business’s integrity and performance.

Lease Accounting Services

Provide expertise in managing new standards ASC 842 and IFRS 16, simplifying complex calculations and data management, and optimizing the financial reporting process for businesses.

M&A Tax Strategy & Due Diligence

Evaluates tax risks and opportunities during transactions, ensuring buyers and sellers understand exposures, optimize deal structure, and achieve smooth post-close integration.

Multi-State & International Tax Advisory

Analyzing and managing tax obligations across multiple jurisdictions to ensure compliance and efficiency. This service helps organizations navigate complex state, federal, and global tax laws while optimizing their overall tax position.

Outsourced Accounting

Outsourced accounting provides businesses with professional accounting support without maintaining a full in-house team. Services can include bookkeeping, payroll, financial reporting, and management accounting. This allows businesses to focus on growth while maintaining accurate, up-to-date financial records.

Outsourced CFO Services and Financial Services

Financial expertise to lead your finance function and perform the duties of a chief financial officer in a part-time, consulting or fractional capacity

Outsourcing Advisory & Solutions

The outsourcing advisory service expertly guides organizations in assessing, selecting, and managing partnerships with service providers, ensuring effective outsourcing solutions and strategic alignment.

Payroll

Payroll services manage employee payment, wage calculations, and tax compliance, allowing businesses to streamline operations and maintain adherence to regulations efficiently.

Property Accounting

Evaluate property tax accounting practices to identify areas for opportunities and risk, assisting with any changes. Accurate property accounting involves managing, tracking, and reporting tangible assets like real estate and equipment, crucial for tax reporting, insurance, budgeting, and financial planning purposes.

R&D Tax Credits

R&D tax credits offer a benefits estimate to assess potential reduction of a company's tax liability, optimizing cash flow through federal and state tax offsets tailored to a specific industry's needs.

Revenue Recognition

Ensure that income is reported accurately and in compliance with accounting standards, providing businesses with clarity on financial performance and aiding stakeholders with confidence in making informed decisions.

Sales & Use Tax

Simplify sales and use tax compliance, optimizing resources, ensuring accurate tax collection through detailed transaction analysis, allowing clients to focus on strategic priorities.

State & Local Tax

Optimize state and local tax strategies, increase cash flow, and discover savings with expert advice, improving business competitiveness and effectively managing tax complexities.

Strategic Consulting

Strategic advisors leverage valuations for a variety of reasons throughout their clients’ life cycles. Cabrillo's breadth of valuation expertise and depth of sector knowledge enable us to contribute to our clients’ strategy, not merely react to it.

Strategic Tax Planning

Strategic tax planning focuses on proactively structuring financial decisions to minimize tax liabilities and optimize savings. It involves reviewing income, investments, transactions, and business strategies to identify opportunities for tax efficiency. This forward-looking approach helps clients avoid surprises and align tax outcomes with long-term financial goals.

Tax

Offers full-service tax compliance and planning solutions that keep clients aligned with regulations while identifying ways to minimize liability and improve financial outcomes.

Tax Compliance and Preparation

Tax compliance and preparation involve preparing and filing accurate tax returns for individuals or businesses. Accountants ensure adherence to tax laws and deadlines, minimizing risk of penalties. This service also identifies potential credits, deductions, and strategies to reduce tax liability.

Tax Valuation

Tax valuations are powerful strategic tools when navigated effectively. Our valuation experts guide clients in leveraging tax valuations to unlock opportunities and mitigate risks. From asset transfers and business reorganizations to estate/gift planning, we ensure accurate valuations align with your objectives.

Technical Accounting

Technical experts provide the specialized skills in financial reporting and risk management, that are essential for navigating complex business transactions and overcoming advanced accounting challenges.

Transaction Advisory Services

Suite of professional services designed to assist businesses in navigating the complexities of corporate transactions such as mergers, acquisitions, divestitures, and other significant financial undertakings.

Transaction Support

We utilize our transaction and valuation expertise to provide advice and fairness opinions for critical business transactions.