Eleanor Whitfield
Managing Partner, CPA
About Northline
Fifteen years of making finance clear
Northline Advisory was founded in 2011 in Midtown Manhattan with a simple idea: growing companies deserve senior financial expertise without the cost of a full in-house team.
About Northline
Our story
Our founders met as managers at a Big Four firm, where they saw the same pattern again and again: talented founders making major decisions on numbers that were months out of date.
They opened Northline on Lexington Avenue with three clients and a promise to close the books on time, every month. Today a team of 40+ CPAs, enrolled agents and finance analysts supports more than 600 companies across the United States.
We are still independent, still senior-led and still obsessed with the same thing: giving our clients numbers they can act on.
Northline at a glance
- Clients served
- 600+
- Years in practice
- 15
- Client retention
- 97%
- Tax savings identified in 2025
- $18M
What we value
Clarity over jargon
We explain every number in plain language and tell you what it means for your next decision.
Ownership
One named advisor owns your account and is accountable for deadlines and quality.
Integrity
We give honest advice even when it is not what you want to hear, and we never cut corners on compliance.
Craft
Clean reconciliations, documented workpapers and reviews by a second CPA on every filing.
Milestones
2011
Founded on Lexington Avenue
Eleanor Whitfield opens Northline with three clients and a promise of on-time monthly closes.
2014
Sales tax practice launched
We launch a dedicated multi-state sales tax team for the first wave of e-commerce clients.
2016
Fractional CFO practice
Marcus Chen joins as partner to lead advisory and fractional CFO services.
2019
Move to East 45th Street
A larger Midtown office next to Grand Central for a team of 25.
2022
Client portal and automation
We launch the Northline client portal and automate reconciliations for every client.
2026
600+ clients nationwide
A team of 40+ serving companies in 38 states, still independent and senior-led.
Leadership
Marcus Chen
Partner, Advisory & Fractional CFO
Sofía Ramírez
Partner, Tax, CPA
Ready for books you can rely on?
Book a free 30-minute consultation. We will review your current setup and send a fixed-fee proposal within two business days.