PARK POINTE FINANCIAL

Meaningful numbers, meaningful decisions.

Outsourced bookkeeping, controller, and CFO services from a real team of senior finance professionals — accurate books, clear reporting, and a partner who picks up the phone. The best first step is a short conversation.

Services

Start simple. Scale when you're ready.

From the bakery down the street to multi-state developers and family offices, every engagement is shaped around your business, your systems, and your needs. Whether you’re a brand-new start-up figuring out what you need or a mature business that already knows, we scope the relationship around where you actually are.

Bookkeeping

  • ✓General ledger maintenance
  • ✓AP/AR processing
  • ✓Bank & credit card reconciliations
  • ✓Monthly financial statements
  • ✓Year-end financials, tax-ready
  • ✓1099 filing
  • ✓Clean-up & catch-up work
Outcome: Accurate, decision-ready financial data.

Controller Services

  • ✓Monthly close management
  • ✓Financial reporting & review
  • ✓Payroll management
  • ✓Sales tax filing
  • ✓Internal controls & process improvements
  • ✓Cash flow oversight
  • ✓Audit & tax coordination
Outcome: Reliable reporting and financial control.

Fractional CFO

  • ✓Financial strategy & advisory
  • ✓Variance analysis
  • ✓Budgeting & forecasting
  • ✓KPI development
  • ✓Cash flow & scenario modeling
  • ✓Profitability analysis
  • ✓Executive-level reporting
Outcome: Clear financial direction and decision support.
Leadership

Meet the team

Robin Swinney

Founding Partner · Former Auditor, Deloitte & Touche

Robin makes sure your books are accurate and your decisions are backed by real numbers — no guesswork, no jargon. That discipline comes from her years auditing at Deloitte, before she founded Park Pointe to bring that same rigor to businesses that need it most. She's down-to-earth and easy to talk to, with no stiff formality.

Justin Vu

Partner · Former CFO, iAnthus Capital Holdings

Justin turns your numbers into a clear plan — strategy, budgeting, and forecasting explained in plain language, not consultant-speak. He earned that perspective as CFO of iAnthus, after nearly a decade in corporate controllership at Warner Bros., including managing controllership across international markets. MBA, UCLA Anderson.

Dean Swinney

Partner · Former VP, Irwin Naturals

Dean brings that same accounting discipline to your books, plus a sharp instinct for how the numbers connect to the business behind them — how financial information actually shapes the decisions owners have to make. That comes from his time as VP at Irwin Naturals during its run as a publicly traded company. He's practical, thorough, and low-ego, same as the rest of the team.

What Clients Say

In their words

"Park Pointe keeps my books up to date and makes it easy to see where things stand. It's one less thing I have to think about."

"Robin's audit experience really shows — she knows what the auditor is going to want, and she's ready for it."

"I don't have to wonder whether the books are done. They are."

"Park Pointe handles it, answers our questions, and keeps things moving without us having to stay on top of them."

"We needed more than someone to reconcile the bank accounts, but we weren't ready to hire a full-time finance person. This gave us the support in between."

Let's start with a conversation.

Tell us a little about your business — we'll set up a discovery call.
Park Pointe Financial
Park City, Utah
435.659.1436
info@parkpointefinancial.com