Financial Reporting & Report Design – We develop custom financial reports to help you manage your organization, from balance sheet and income statement to custom tools unique to your company.
Budget & Plan Preparation – We help you prepare a budget and assist you in using it as a decision-making tool. Monthly operating reviews keep you accountable for variations. We also work with organizations and their team members to understand and track their budgets effectively.
Cash Management Facilitation – OnPoint can help structure a cash flow report to assist with operational, investing and financing decisions. We assist you in meeting with bankers to negotiate and implement financing, and help you monitor cash flow regularly to ensure you accomplish your business objectives.
Financial Personnel Development/Mentoring – Need to develop a strong financial person to meet the new challenges in your business? We mentor and develop skill levels within your existing team, and provide those skills while your financial team is learning.
Other Services - Managing receivables and vendor relations are key to your success, and vigilance and communication are the keys. We will help you anticipate and manage cash-flow problems, and can assist you in developing customer and vendor contact programs to implement mutually beneficial payment plans.
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Bookkeeper/Data Entry Support
- Recording cash receipts and disbursements
- Sales and purchase orders
- Accounts payable and accounts receivable processing
Controller Services
- Design procedures and system reports
- Handle reporting requirements with financial institutions
- Manage cash flow needs
- Oversee customer management/credit policies
- Prepare the annual operating plan
- Communicate financial results to owners
Contact us: 864.232.9840
From manufacturing to technology, professional services to construction, medical practices to non-profits, the OnPoint team is savvy, experienced and eager to assist. Services offered include:
CFO & Controller Services
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Accountant/Accounting Manager
- Reconcile checkbook activity
- Provide monthly financial statements
- Monitor accounts receivable (AR) and accounts payable (AP)
- Supervise bookkeeping & data entry functions
Chief Financial Officer
- Design and work to obtain the proper financing
- Communicate key performance indicators and trends
- Evaluate equity transactions and owner equity protection
- Long-term strategic planning and owner exit strategies
Over 100 years
of combined CFO and Controller
experience
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