Our Services

At Northline Financial, we help small business owners take control of their money, plain and simple. Whether you're struggling with cash flow, overspending, or uncertain pricing, we provide clear, actionable financial strategies that improve your bottom line without the confusion or high cost of traditional financial advisors. No confusing jargon. No hourly rates. Just reliable support that helps your business stay profitable and grow with confidence.

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Essentials Plan

$250

Perfect for sole proprietorships or new owners who need clarity and control.

  • Monthly budget & expense review

  • Custom cash flow plan

  • One 30-minute strategy call/month

  • Unlimited email support

  • Billed monthly


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Growth Plan

$450

Designed for growing businesses that need deeper financial strategy and accountability. Perfect for businesses who are ready to take the next step towards success

  • Everything in Essentials

  • Full pricing & profit margin analysis

  • Cost-cutting strategy session

  • Bi-weekly check-ins (2x/month)

  • Simple financial dashboard updates

  • Billed monthly


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Partnership Plan

$750

For business owners who want a dedicated financial partner in their corner.

  • Everything in Growth

  • Weekly financial performance calls

  • Cash reserve + savings strategy

  • Forecasting & goal tracking reports

  • Priority support & same-day responses

  • Billed monthly

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!