Northvale started in 2008 with two CPAs and one belief: owners deserve an accountant who explains, not just files.
Most accounting firms are built around the hours they bill. We built ours around the questions owners actually ask: Can I afford to hire? How much should I set aside for taxes? Why is there less cash than profit?
Today 40 CPAs, bookkeepers and advisors work as one team for more than 400 businesses in 30 states — on fixed monthly fees, with one accountant who knows each client by name.
James Whitaker, CPAFounder & Managing Partner
Four principles shape how we hire, how we work with clients and how we price.
We grew by referral, one owner at a time. A few of the moments that shaped the firm.
Founded in Portland by two CPAs with a client list of twelve local businesses.
Introduced fixed-fee bookkeeping and passed 100 monthly clients.
Added payroll services and opened our Seattle office.
Launched fractional CFO services and opened in Denver.
40 specialists serving more than 400 businesses in 30 states.
Founded Northvale after a decade in audit. Leads client strategy and still keeps a handful of clients of his own.
Twenty-two years in tax. Specializes in S corps, real estate investors and multi-state filings.
Former CFO of two venture-backed companies. Runs our fractional CFO practice.
