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Onpointe Tax & Accounting Service Opportunities

Work with Experts | Leverage Technology | Get Timely Answers

Your basic bookkeeping needs to ensure real-time financial information so you can manage your business.

  • Monthly transaction processing in your cloud based software
  • Month-end close
  • Reconciliations for bank(s) and credit cards
  • Payroll entry
  • Manage Prepaid Expenses/Loan Amortization
  • Payroll entry
  • Manage Prepaid Expenses/Loan Amortization
  • Chart of Account review/modification
  • Monthly standard report package
  • Monthly Review Recap with Financial Reports

Starting at $1,499/Month

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Essential

Leverage outsourced controller services to enhance your bookkeeping and back office needs. 

Essential plus the following:

  • Accrual accounting
  • Annual Budget
  • Customized Reports as Needed
  • Invoicing
  • Bill payment using cloud based service
  • Sales Tax
  • 1099s
  • Fixed Asset Management/
    Depreciation Schedule
  • Financial commentary/analysis
  • Monthly Review Recap with Financial Reports and KPIs

Starting at $2,999/Month

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Advantage

Find the best guidance with a dedicated CFO and bookkeeper ensuring the very best in financial operations.

Advanced plus the following:

  • Financial Advisory Service Including:
  • Dedicated CFO
  • Dedicated Bookkeeper
  • Weekly Advisory Meeting w/ CFO
  • Process Improvement
  • Technology Consultation
  • Annual Business Review
    and Planning
  • KPI's and Advanced Reporting
  • Monthly Review Meeting w/ Dedicated Bookkeeper

Starting at $4,999/Month

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Sherpa

Extras

Only highlighted services included in monthly service plan

  • IOLTA Tracking
  • Grant Reporting by Customer
  • Fiscal Agent
  • Outstanding Invoice Follow-up
  • Subscription to QBO, Bill.com
  • Third-Party Marketplace Reconciliation
  • Restricted Funds Reconciliation
  • Inventory Management/Reconciliation
  • Audit Support

QuickBooks Online Custom Training

Taught by a QuickBooks Certified ProAdvisor

  • Basic bookkeeping and accounting principals
  • Overview of QuickBooks Online
  • Bank and credit card reconciliations
  • Connecting and reconciling third party software
  • Managing bank feeds
  • Entering and paying bills
  • Preparing purchase orders
  • Setting up product and services
  • Creating custom invoices
  • Proficiency in basic, intermediate, and advanced features

Contact Us for Pricing

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Tax Planning &
Preparation Services

Individual

Individual Tax Return, Tax Planning & Advisory Services

Starting at $800.

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Business

1041 Trust, 1065 Partnership, 1120 S Corp & 990 Exempt Organization Tax Returns

Starting at $1,500.

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Onpointe Advisors is the brand name under which Onpointe Advisors LLC and DCA CPAs LLP provides professional services. Onpointe Advisors and DCA CPAs LLP practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. DCA CPAs LLP is a licensed independent CPA firm that provides attest services to its clients. Onpointe Advisors and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and are not liable for the services provided by any other entity providing the services under the Onpointe Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by DCA CPAs LLP and Onpointe Advisors.