Our Story
About CrownPoint
We were built for one purpose — to give growth-minded businesses the financial clarity, strategic power, and lasting wealth they deserve.
How We Started
Built for Where Business is Going
CrownPoint was founded on a simple observation: most small and mid-size businesses are operating without the financial infrastructure they need to truly scale. They have accountants who file taxes — but no one helping them think strategically about money.
We set out to change that. By combining senior-level CFO expertise with cutting-edge AI financial systems, we give growth-stage businesses access to the same financial firepower that Fortune 500 companies take for granted.
Today, CrownPoint serves businesses across industries — from e-commerce brands and professional services firms to distributors and multi-location operators — helping them find profit, build systems, and scale with confidence.
Our Philosophy
What We Stand For
Precision
We believe every financial decision deserves clarity. We don't guess — we analyze, strategize, and execute with precision.
Transparency
No jargon, no hidden agendas. We speak plainly, report honestly, and keep you fully informed at every step.
Partnership
We don't just file your taxes and disappear. We embed into your business as a true financial partner invested in your success.
The Team
The People Behind CrownPoint
Founder & Managing Partner
Marcus J. Williams
With over 15 years in corporate finance and CFO advisory, Marcus founded CrownPoint to give growth-stage businesses access to the same financial firepower as Fortune 500 companies.
Director of Tax Strategy
Danielle Carter
A former Big Four tax strategist, Danielle specializes in entity structuring, multi-state compliance, and proactive tax planning that keeps more money in your business.
Head of AI Financial Systems
Priya Nair
Priya leads our technology practice, building custom AI-powered dashboards and financial automation systems that give business owners real-time visibility into their numbers.
Ready to Work With Us?
Start with a free Profit Leak Audit and let's build your financial future together.