PiercePoint Strategy

PiercePoint Strategy

Strategic Finance. Real Clarity.

Helping founders and CFOs uncover blind spots, maximize margin, and make confident decisions.

Taylor Pierce, Founder
Your partner in strategic finance—guiding you with hands-on support and practical insights.

Taylor Pierce, Founder
Your partner in strategic finance—guiding you with hands-on support and practical insights.

Strategic Finance. Real Clarity.

Helping founders and CFOs uncover blind spots, maximize margin, and make confident decisions.

Expertise

M&A Support

Guidance from deal diligence to post-close integration.

KPI Dashboards

Custom dashboards revealing the right metrics at the right time.

Budgeting & Reporting

Cut through the noise with scenario planning and streamlined reporting.

Focus Areas

Strategic Finance

Helping $5–50M companies build robust financial clarity.

Forecasting

From cash flows to long-term scenario modeling.

Margin Visibility

Drive sustainable profitability, not just revenue.

Experience

Private Equity-backed FP&A

Led finance teams through rapid growth and change.

Fortune 500 Leadership

Scaled processes and supported executive strategy.

Operator Perspective

Bridging theory and real-world business needs.

Finance deep dive.

Finance deep dive.

A focused 2-week engagement to uncover hidden margin, fix visibility gaps, and deliver a clear roadmap to better financial performance.

A focused 2-week engagement to uncover hidden margin, fix visibility gaps, and deliver a clear roadmap to better financial performance.

KPI reporting.

KPI reporting.

Monthly dashboards that spotlight your true drivers—margin, growth, and efficiency—so you can lead with clarity, not guesswork.

Cash flow insights.

Cash flow insights.

Rolling 13-week forecasts, margin visibility, and ERP-integrated planning to eliminate surprises and keep you ready for big decisions.

Need hands-on help? We’ve got you covered—tools, templates, and long-term support, all optional.”

Need hands-on help? We’ve got you covered—tools, templates, and long-term support, all optional.”

Who We Help:
• $5–50M revenue companies
• CFOs needing better visibility or forecasting
• Founders overwhelmed by financial complexity
• Teams outgrowing spreadsheets or broken systems

Built for Business Leaders Who Want Results

Why Clients Choose PiercePoint:
• Fast clarity into cash flow, margin, KPIs
• Deep systems knowledge (NetSuite, forecasting tools, Excel)
• Real operator perspective—not just theory
• Strategic insights with zero fluff

Ready to elevate your finance function? Let’s connect.

Contact PiercePoint Strategy

Contact PiercePoint Strategy

Let’s talk financial clarity.

Let’s talk financial clarity.