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OnPoint Financials Your money. Organized. From day one.
Built for early-stage entrepreneurs

Clarity, discipline, and tax-ready books — without CFO prices.

We combine hands-on bookkeeping with proactive budget coaching. You’ll fix co-mingling, track what matters, and make decisions with confidence.

Simple, behavior-focused pricing

Start clean. Then stay accountable with a 90-day rhythm.

Tier F1

The Seed

$499
One-time setup • 1–2 live sessions
  • Budget Build Session (business & personal)
  • Custom simplified Chart of Accounts
  • QuickBooks/Wave guided setup
  • Bank-account separation plan to end co-mingling
  • Baseline review: revenue drivers & key expenses
Tier F2

The Sprout

$699/quarter
~$233/mo equivalent • 90-day accountability
  • Monthly bookkeeping: categorization & reconciliation
  • Day-1 goal setting for the quarter
  • Day-55 Mid-Cycle Alignment (budget variance)
  • Day-85 Strategy Call (review, tax planning, renewal)
  • Monthly snapshot (P&L, Balance Sheet) + trend notes
  • Quarter-end tax-ready package

Why OPF beats “software-only” and “set-and-forget” bookkeeping

DIY software is cheap — but it can’t correct habits or catch problems mid-quarter.

Freelance bookkeeping reports what happened — we coach what should happen next.

Our edge Day-55 and Day-85 calls create a repeatable review cadence that changes behavior and improves the numbers.

Book a 15-minute call

Tell us where you are today, and we’ll map your next 90 days.

  • We’ll confirm if The Seed or The Sprout is right for you
  • No hard sell — just clarity and next steps

Prefer email? admin@onpointbusinessgroup.com