Precision
We believe every financial decision deserves clarity. We don't guess — we analyze, strategize, and execute with precision.
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.
See How We Work→
Our Philosophy
What We Stand For
Transparency
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.
Ready to Work With Us?
Start with a free Profit Leak Audit and let's build your financial future together.
The People Behind CrownPoint
Meet Our Team
Managing Partner
Marcus J. Williams
With over 15 years in corporate finance and CFO advisory, Marcus is a managing partner at CrownPoint to give growth-stage businesses access to the same financial firepower as Fortune 500 companies.
Vice President & General manager
David Aurora
Insurance and financial services professional dedicated to helping individuals and families protect what matters most while building a stronger financial future. He specializes in life insurance, mortgage protection, final expense coverage, Indexed Universal Life (IUL), and retirement and tax-advantaged growth strategies. David takes an education-first approach, helping clients understand their options and make informed financial decisions with confidence. He proudly serves clients nationwide.
Managing Director
Liz Aurora
With over 25 years of experience in financial services. She specializes in CFO Advisory, financial intelligence, and business growth strategy, helping business owners strengthen financial performance and achieve sustainable growth.
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.