Accounting & Financial


A certified Quickbooks Online ProAdvisor, OnePoint Services strives to provide the highest quality bookkeeping  and managerial accounting services at the most affordable prices possible.  We specialize in the unique needs of nonprofit, trade associations, professional societies, and select businesses who may not need full-time services.  Outsourced bookkeeping and accounting saves you time, money and costly errors.    From transparent, timely and accurate financial reporting to actionable insights from your financial data, we bring your organization to the next level.  Turning vision into value to build a better business.

Transparent financial management is critical to the health of your  organization.  All client financial assets are maintained in accounts under your organization name and registry. Under no circumstances will a client’s assets be co-mingled with those of OnePoint Services or any other client. 2_proadvisor_online

We work with business owners, volunteers, and board members who have various levels of skill and knowledge in financial management. It is our job to make sure every client stakeholder understands and stays informed of the organization’s financial health. We offer guidance and education to  owners and Board members so you can successfully meet your fiduciary responsibilities.  When we partner with a new

How Does it Work?

We schedule a meeting to discuss your mission, goals, values and challenges and then set up your chart of accounts.

Once your books are in order, we do all of the work! You will receive customized monthly statements with the information you wish to see, including:

  • Accounting & Bookkeeping
  • Accounts Receivables/Accounts Payables
  • Bank Reconciliations
  • Billing & Collections
  • Budgets & Forecasts
  • Fund Allocation
  • Payroll & Payroll Taxes
  • Point of Sale & Inventory
  • Income Statement, Balance Sheet, General Ledger & Statement of Cash Flow
  • Advanced Reports; Fiscal Health, Budgets & Forecasts
  • Membership Reports, Enrollments & Renewals
  • CRM Customer Relationship Management
  • At-a-Glance Charts
  • Financial Reports for Proposals & Grants


Access and Support
Running an association is not an 8 to 5 job. Through the QuickBooks virtual online portal, you have complete access to your financial records anytime and anywhere.

Keeping your  information secure is of the utmost importance. Your Intuit online application is a VeriSign Secured TM product. VeriSign® is the leading secure sockets layer (SSL) Certificate Authority. With password-protected login, firewall protected servers, and the same encryption technology (128 bit SSL) used by the world’s top banking institutions, we have the security elements in place to give you peace of mind.

Peace of Mind
Most of all, we want you to feel comfortable and confident in the knowledge that you have found a partner that is dedicated to helping your organization succeed. We know that you would rather focus on your mission than doing your books. That’s why we are here!