OnPoint Partners
About
Are you worried about everything you’re not doing in your business...but should? Maybe your HR is lacking. Or your financial records are in disarray. It’s time to rise from the chaos, protect your business, and uncover hidden opportunities.
That’s why I founded OnPoint Partners. For more than a decade, my expert team and I have served small- to medium-sized businesses by helping them simplify, codify, and find new strategies for growth. Services include:
· Accounting
· Bookkeeping
· Payroll
· Human resources
· Business continuity planning
· Financial analysis
· Strategic planning
· Organizational design
· Process and procedures
· Systems integration
· Training
· Workplace communications
· Capital raising
We started this business in 2008 with over 50 years of bookkeeping, accounting, payroll, HR management, Operations experience. We have acted in the capacity of CEO's, CFO's, COO's. We got into business to help small business owners grow their businesses, analyze their numbers.
We’re your partner in success, and our services are 100% customized for your needs. Please contact me directly for details.
302.220.8549 | [email protected]
We love to work with small business clients who know they need expert assistance. We like to have a partnership typre on relationship with our clients. We feel that we succeed when our clients succeed and we like it that way. We also like to develop long relationships with our clients. We like being in the trenches with our clients!
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Frequently asked questions
What is your typical process for working with a new customer?
We listen to what our clients want to accomplish and set up the services to meet their needs. We do not come in and try to change processes or procedures until we have a chance to learn their business. Our bookkeepers also understand accounting so we can prevent the garbage-in, garbage-out.
What education and/or training do you have that relates to your work?
I worked on Wall Street in many capacities for 20 years. I also attended E.F.Hutton's acclaimed Management Training Program and J.P.Morgan's acclaimed Global Economics Training both programs were over 6 months of 24/7 training. I've sat on many boards, I've served as CEO, CFO, COO for several businesses including some of my own startups.
Do you have a standard pricing system for your services? If so, please share the details here.
We own and operate a small business' budget contraints and try to customized out prices to give out clients what they need without breaking the bank. We also give all-inclusive pricing. One price for everything. No change orders.
How did you get started in this business?
I graduated form Temple. University as a film major in the 1970's. Through an internship I began to speak to Wall Street execs and impressed one Senoir Manager at a Brokerage Firm, E.F.Hutton so much he invited me to particiapte in their acclaimed Management Training Program. The program was so well done, many Wall Street firms would send their people to the program.
What types of customers have you worked with?
We have worked with business owners, VC's, not-for-profits, S Corps, C corps, LLC's, Sole Proprietors, Legal Practices, Medical Practices, and many others
Describe a recent event you are fond of.
We got a call from a nonprofit Credit Union that was under a cease order from the State in which they were regisitered because their books were not reconciled for 5 years. We were contacted a week prior to Thanksgiving to reconcile their books for 5 years to determine if there had been any theft. We had to complete the project before year end.
We were able to reconcile everything, work with the National Credit Union Association to prove there was no embezzlement and the NCUA told us this was the first time in their history that they were returning the license to the Credit Union being investigated.
Our Client was elated!
What advice would you give a customer looking to hire a pro in your area of expertise?
First, you get what you pay for in many instances. Make sure your bookkeeper is more than a data entry person. Bookkeepers need to understand the the big picture and GAAP accounting so your records are correct. Look at how a provider handles a situation where they make a mistake.
What is their relationship with Tax Accountants. Do they make valuable suggestions to help you save money or time.
What questions should customers think through before talking to pros about their needs?
Where do I want to take my business?
How much can I save in $$ to outsource?
How much better can I make my work/life balance?
Can I trust the vendor I choose?