Risk Advisory & Accounting Services
Solutions Tailor-Made for Your Success
Mitigate risk, uncover the truth, and optimize your financial future with Citadel Point’s comprehensive advisory and accounting solutions.
Bridge resource gaps without the cost or commitment of large firms or full-time hires.
Reduce reliance on external resources by helping your team manage more internally.
Respond to regulatory and operational challenges while keeping an eye on the future.
Risk and forensic Services
Prevent Fraud & Respond Confidently
Proactively safeguard your business and respond decisively when incidents occur. We help you protect assets, restore integrity, and achieve peace of mind.
Risk Advisory
Navigate uncertainty and proactively manage risk with strategic insights and practical solutions. We help you identify vulnerabilities, strengthen controls, and optimize processes for a secure and resilient organization.
How we help
- Internal Audit
- Internal Controls Advisory
- SOC 2 Reporting
Forensics
Uncover the facts when the numbers don’t add up or fraud is suspected. Our forensics specialist provides crucial support, concrete evidence, and a proven methodology to inform your decisions.
How we help
- Fraud Investigations
- Litigation Support
- Fraud Risk Management
Accounting Services
Scalable Financial Support for Every Stage of Growth
Whether you’re just starting out or planning for growth, we provide the accurate bookkeeping and expert financial guidance to support your journey.
Fractional Controller
Gain the financial clarity your growing business needs. Our experienced fractional controller seamlessly integrates with your team, providing financial reporting, planning, and analysis to guide your financial strategy.
How we help
- Financial Reporting
- Financial Planning
- Financial Leadership
Bookkeeping
We take the time-consuming tasks of banking, tax preparation, and monthly bookkeeping off your plate, freeing up your day to focus on growing your business.
How we help
- Monthly Bookkeeping
- Daily Financials
- Tax Preparation
Flexible Ways We Support Our Clients
Every business is unique. Our flexible approach to service delivery allows us to create a bespoke plan that meets your specific challenges, goals, and budget.
Project-based
Address specific challenges with our ad-hoc project delivery. Get targeted expertise exactly where and when it's needed.
Fractional leadership
Fill critical roles on a contract basis to access senior-level leadership without the full-time cost or commitment.
Recurring services
Our recurring services provide ongoing guidance to help you stay compliant and financially healthy for the long-run.
Let's Discuss How We Can Help
Schedule a free 30-minute consultation with an advisor to learn more about how we can support you
Tell Us About Your Project
Let us know about your project and we’ll craft a tailored solution just for you.
