Turnpoint Services
SCALING FINANCIAL INTELLIGENCE
Turnpoint Services, a rapidly growing aggregator of home service brands, hit a familiar scaling wall: financial planning had become fragmented, manual, and increasingly risky as acquisitions accelerated. Critical budgeting, forecasting, and payroll modeling lived across disconnected spreadsheets, making accuracy, visibility, and speed harder to maintain with every new brand.
We partnered with Turnpoint to replace spreadsheet sprawl with a custom-built financial planning platform—transforming Excel-heavy workflows into a centralized, enterprise-grade system designed to scale alongside their growth.
Expertise
Services
The Outcome
We delivered a custom web application that now serves as the central nervous system for Turnpoint’s financial operations. The platform goes far beyond basic budgeting—supporting forecasting, revenue builds, payroll modeling, and permissions-based access across 60+ brands.
The system integrates directly with Turnpoint’s Data Lake and Sage Intacct ERP, giving finance leaders and operators real-time visibility into performance that previously required days of manual work.
“I would give you guys a 10 out of 10… being able to work with you and Craig and helping to kind of outlay what that step by step is going to look like has made things a lot easier for me.”
Chad BlanchardVP of Finance
Operational Clarity
By replacing spreadsheet-based aggregation with a unified web platform, Turnpoint eliminated version-control chaos and manual reconciliation. General Managers now see only the data relevant to their brands, while finance leaders maintain centralized control and auditability—streamlining budgeting, forecasting, and employee planning across the organization.
An Acquisition Engine
What started as an internal financial tool quickly became a strategic advantage. The platform is now part of Turnpoint’s shared-services offering for new acquisitions—providing incoming brands with enterprise-grade financial infrastructure from day one.
“Perfect actually. Thank you!”
Kiley MooreTurnpoint Finance Team
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