About Polaris

Polaris Financial is a fractional CFO service provider.  We work with businesses of all sizes to refine and clarify the financial management of the business.  We want to be the North Star that guides your business.  Core areas include:

1.      Create tools to manage cash flow

2.      Goal setting and KPI development and monitoring

3.      Budget creation and variance analysis

4.      Financial statement review

Periodic meetings to review these above will be done either in person or via video conference. 

Are you a smaller business that needs help getting started? I am a Quickbooks Online ProAdvisor and would love to help you optimize your accounting information system. Ask me about the ProAdvisor discounts!

About Robert

Robert Lewis is the principal at Polaris Financial and has over 20 years experience successfully navigating the business world. His early years in commercial banking and later years holding multiple lead roles in the area of corporate financial management provide a well rounded foundation to advise you in your own business.

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