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
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
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
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
Tax Planning &
Preparation Services
Individual
Individual Tax Return, Tax Planning & Advisory Services
Starting at $800/Month
Business
1041 Trust, 1065 Partnership, 1120 S Corp & 990 Exempt Organization Tax Returns
Starting at $1,500/Month
Onpointe Advisors is the brand name under which Hibbs & Associates, LLC dba “Onpointe Advisors” provides professional services. Onpointe Advisors and Onpointe Attest Services practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Onpointe Attest Services 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 Onpointe Attest Services and Onpointe Advisors.