Strategic financial leadership for established yacht service, repair & refit businesses and marine construction contractors.
Get a clearer picture of job profitability, take control of cash flow, and make confident financial decisions as your business grows.
Skilled crews, demanding projects, specialized equipment—and a business that doesn't stop moving.
As your company grows, its finances get more complicated. A full project schedule doesn't always mean healthy cash flow or strong profits.
You don't need another spreadsheet. You need clarity about what's driving your profits—and a plan to improve them.
From complex yacht refits to coastal construction, Harbor Point CFO works with established owner-led companies managing crews, projects, and real financial complexity.
For skilled-trade businesses keeping yachts maintained, repaired, upgraded, and operating.
For contractors building, maintaining, and protecting waterfront properties and infrastructure.
Practical insight for the decisions that affect your profits, liquidity, and future—not another layer of administration.
See which projects, crews, services, and customers create the strongest margins. Improve pricing, estimating, labor utilization, and cost visibility.
Plan ahead for payroll, suppliers, slow collections, capital purchases, and periods of heavy project spending. Make decisions with a forward-looking cash picture.
Gain an experienced financial thought partner to assess growth opportunities, monitor performance, evaluate investments, and make informed decisions.
We provide strategic financial guidance alongside your existing accounting team. Our focus is CFO advisory—not bookkeeping, tax preparation, or day-to-day transaction management.
Clear numbers. Straightforward conversations. Actionable recommendations. Financial leadership should make running your business feel more manageable—not more complicated.
You know your industry. We help you make sense of the numbers behind it.
Harbor Point CFO combines senior-level finance experience with a focus on the economics of marine projects and service businesses. We help owners move from reactive financial decisions to a more deliberate approach to profitability, cash, and growth.
Julie Potts, CPA, brings more than 15 years of financial leadership experience, including PwC and Fortune 500 strategic finance, with a focus on large-scale, capital-intensive businesses and complex projects.
Her background spans national land development, multifamily and mixed-use real estate development, and energy infrastructure—including natural gas pipelines and power plant projects. She has supported financial planning, forecasting, capital investment decisions, project economics, performance analysis, and executive strategy in environments where cash flow, timing, and risk matter.
She now brings that depth of financial expertise to marine construction contractors and yacht service, repair, and refit businesses—helping owners understand job profitability, anticipate cash needs, and make confident decisions about pricing, staffing, investment, and growth.
Her approach: practical, proactive financial guidance focused on the decisions that move the business forward—not day-to-day bookkeeping or transactional oversight.
Tell us a little about your company and what you're trying to improve.
We'll start with a conversation about your business, financial priorities, and whether Harbor Point CFO is the right fit.
No pressure. No generic sales pitch.
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