Our Services
At NorthShore, we deliver a partnership built for operators who need simple, decision-ready finance.
Our work is collaborative, acting as an embedded, in-house team designed to support both long-term strategic decision making and day-to-day execution.
An embedded, in-house approach
We don’t operate as a detached advisor. We work alongside you and your team — taking the time to understand your operations, systems, and people — so our advice is practical, informed, and actionable. Our goal is to function as a true extension of your in-house leadership team.
Strategic Advisory & Transformation
Financial Modeling & Performance Leadership:
Advanced scenario-based modeling takes complex information and simplifies it to track Key Performance Indicators (KPIs) and provide executive-level recommendations.
Digital Transformation & Business Intelligence:
We provide practical recommendations and execution for technology/system-related organizational changes — whether new software or combining systems post-acquisition — to ensure a smooth transition.
M&A and Transaction Readiness:
We lead organizations through complex financial and technical due diligence, M&A carve-outs, and asset sales from pre-close through to execution and post-merger integration.
Board & Executive Reporting:
We synthesize complex data into transparent, high-impact materials for C-Suite and Board-level decision-making.
Core Services
Tax Planning & Compliance
We manage the full lifecycle of organizations, from incorporation to expert Federal and State Tax Planning for corporate, partnerships, or other passthrough structures to maximize both business and personal tax benefits.
Core Accounting & Budgeting
Full-service budgeting, forecasting and bookkeeping to ensure accurate financial statements and disciplined spending for your stakeholders.
Management Reporting & Audit Readiness
We redesign interim reporting processes to ensure accuracy, streamline cash flow projections, and prepare for external audit scrutiny.
Forensic Accounting & Internal Audit Services
We provide forensic accounting services to investigate and uncover financial fraud, embezzlement, and other irregularities.
We also provide internal control assessments and work to standardize processes to ensure consistency.
Technology & Cybersecurity Risk:
We provide continuous monitoring against cybersecurity SLAs and manage remediation for regulatory findings.
Managed IT & Cyber Audit
We provide end-to-end project management for IT audits, ensuring your technical operations meet all legal and regulatory requirements.
Let’s Work Together!
If you're interested in learning more about us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.