Reviews and FAQ for OnPoint Financial Services LLC

Name: OnPoint Financial Services LLC
Address: 7210 Winding Fence San Antonio, TX 78244, Laredo, TX, 78045
Telephone: 956-744-8227
Rating: 4.9

Contact Us

956-744-8227

rebecca@onpoint-financial-services.com

Laredo, TX 78045

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OnPoint Financial Services

OnPoint Financial Services offers a wide range of customized, accurate accounting services. We make it a point to get to know our clients personally so we really understand their future desires and needs. Our goal is to help our clients understand complex accounting and tax issues, maximize cash flow and minimize tax liabilities. Whether you're a small business owner, a successful entrepreneur, or an individual, we are ready to assist you will all your accounting needs.

Free Initial Consultation

1 - 9 Employees

Cash, Credit/Debit, Check Payments Accepted

2018 Founded

16 Reviews

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4.9

Customers rated highly for and Professionalism.

5	Excellent	94%
4	Great	6%
3	Average	0%
2	Poor	0%
1	Bad	0%

Portfolio

What We Do

Accounting & Tax Services Bookkeeping Services Financial Reporting Individual Tax Planning Payroll Processing Tax Preparation

FAQs

Do you offer a free initial consultation?

Yes, we offer a free initial consultation of 35 minutes. During this consultation, we will get to know one another, I will get an idea of your situation, and I will let you know how I can help you.

What type of clients do you work with?

We work with individual and small businesses. We work in many industries including services based companies, real estate, and contractors. Our specialization/expertise relates to the trucking industry. We work closely with owner-operators, dispatchers, agents, logistics companies, brokers, and carriers. If you have a particular niche feel free to contact us and we can decide together if we are a good fit.

How do you determine your fee?

Fees vary on a case by case basis, as everyone's needs are different. My goal is to save you more money than the cost of my services. After speaking with you for the first time, I will quote a fee based on exactly what you need and send it to you in writing.

How do I get started?

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions, and decide if we are the right fit fo each other.

What should I consider before contacting you?

Some questions you may want to consider before contacting us are: - Will you need help with personal financial issues, individual or corporate tax returns? - Do you need help forming a corporation, LLC or some other entity? - How comfortable are you with keeping your books and records? - Do you want to do as much as possible yourself, or would you prefer to outsource your bookkeeping, accounting, or CFO functions? - Are there any specific issues with your taxes that need to be addressed?