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NorthBay Financial Partners

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Accounting & Financial Advisory Experts

NorthBay Financial Partners is a professional accounting and financial advisory firm serving businesses, CPA firms, startups, and SMEs worldwide. We provide accounting & bookkeeping, CFO advisory, financial analysis & modelling, US tax preparation, US & Canada sales tax support, LLC formation, and financial due diligence services. Our experienced professionals focus on delivering accurate financial reporting, regulatory compliance, and practical business insights that help clients improve performance, manage risk, and make confident strategic decisions. We are committed to quality, responsiveness, confidentiality, and building long-term partnerships with every client.

  • Min project size
    $1,000+
  • Hourly rate
    $25 - $49 / hr
  • Employees
    2 - 9
  • Year founded
    Founded 2025

Overview by:

Reviewer avatar
Mehmood Ahmed
Founder & Managing Partner About the Team

Service Lines
Accounting
30%
Financial Consulting
25%
Finance & Accounting Outsourcing (FAO)
20%
Fractional CFO Services
15%
Business Consulting
10%
Select Focus Area
General Accounting Focus
Bookkeeping
30%
Financial Accounting
30%
Financial Audit
20%
Management Accounting
10%
Payroll Processing
10%
Accounting Software Specialist
QuickBooks Accounting & Implementation
70%
Xero Accounting & Implementation
30%
Business Consulting Focus
Management Consulting
30%
Due Diligence Consulting
25%
Business Process Management Consulting
20%
Strategy Development Consulting
15%
Business Transformation Consulting
10%
Financial Consulting Focus
Financial Forecast Consultants
35%
Financial Risk Advisory Consultants
25%
Profitability Consultants
20%
Cost Reduction Consulting
10%
Pricing Consulting
10%
Fractional CFO Services
Cash Flow & Budgeting Management
35%
Financial Decision-Making
25%
Internal Financial Controls
20%
Business Cost Structuring
10%
Financial Gap Analysis
10%
Tax Focus
Tax Preparation
60%
Value Added Tax (VAT) Services
30%
Tax Consulting
10%
Industries
Financial services
35%
Information technology
20%
eCommerce
20%
Retail
15%
Manufacturing
10%
Clients
Enterprise (>$1B)
60%
Midmarket ($10M - $1B)
35%
Small Business (<$10M)
5%

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Our Story

NorthBay Financial Partners was founded to help businesses simplify their finances and make informed decisions with confidence. Backed by Big Four experience, we provide accounting, bookkeeping, CFO advisory, financial analysis, US tax support, and due diligence services to businesses, CPA firms, startups, and SMEs worldwide. Our commitment is to deliver accuracy, responsiveness, confidentiality, and long-term value to every client.

Meet the Team

Mehmood Ahmed

Mehmood AhmedFounder & Managing Partner

Mehmood Ahmed is the Founder of NorthBay Financial Partners with 7+ years of Big Four (KPMG) experience. He specializes in accounting, bookkeeping, CFO advisory, financial analysis, US tax support, financial due diligence for businesses and CPA firms

What Sets Us Apart

Big Four Experience

Led by a professional with 7 years of Big Four (KPMG) audit and advisory experience, delivering practical and high-quality financial solutions.

Global Service Delivery

Supporting businesses, CPA firms, startups, and SMEs across the United States, Canada, the United Kingdom, Australia, and other international markets through remote service delivery.

Client-Centric Approach

Providing responsive communication, strict confidentiality, and tailored financial solutions focused on long-term client relationships and business growth.

Quick Facts

1 year in business

Team Breakdown

Accounting & Bookkeeping (1)
CFO Advisory (1)
Tax Services (1)
Financial Analysis & Due Diligence (1)

Tools and Technology

Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft Teams
Zoom
Google Meet
Google Drive
OneDrive
Google Workspace
Google Docs
Google Sheets
Microsoft PowerPoint

Commonly Asked Questions

Turnaround times vary depending on the scope of work. Most recurring accounting and bookkeeping tasks are completed within agreed reporting schedules, while advisory and special projects are delivered according to mutually agreed timelines.

We are currently seeking opportunities in accounting and bookkeeping, Finance & Accounting Outsourcing (FAO), CFO advisory, financial analysis and modelling, US tax preparation, sales tax support, financial due diligence, and long-term finance partnerships with CPA firms and growing businesses.

We maintain transparent and proactive communication throughout every engagement. Clients receive regular progress updates, timely responses, and clear financial reports to support informed decision-making. We tailor our communication frequency and reporting format to each client's preferences.

Every engagement begins with understanding the client's objectives and requirements. We define the scope, establish timelines, maintain regular communication, and conduct quality reviews before delivering the final work. Our goal is to ensure accuracy, efficiency, and consistent client satisfaction.

We are committed to maintaining strict confidentiality and protecting client information through secure document-sharing practices and controlled access. Where applicable, we work with clients to support their compliance requirements. Specific regulatory obligations, including GDPR or HIPAA, are addressed based on the nature of the engagement and client requirements.

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