My business is making sales, so why can’t I tell where the money is going?

Sales are coming in. Bills are getting paid. Payroll goes out. But do you really know how the business is doing? We look at cash movement, margins, major expenses and whether the business is generating the results you expect, then sit down with you and explain what we’re seeing in plain English.

Can someone get my QuickBooks organized and make the reports actually useful?

Yes. We look at whether the books are organized, accurate enough to be useful, and giving you information you can understand. Larger projects, like reconstructing a year of records, are scoped separately with their own deliverables, timeline and fee, so the monthly relationship stays focused on decisions.

What are my financial reports actually telling me?

Business owners should understand their own numbers. We explain what’s happening without unnecessary financial jargon. We work alongside the CPA and bookkeeper who produce your reports, and turn them into something you can use: where the money came from, where it went, and what’s affecting profitability. If we can’t explain something in plain English, we haven’t done our job.

Every month · Bookkeeping & Accounting

Reliable bookkeeping. Clear financials. Better business decisions.

From day-to-day bookkeeping and QuickBooks® Online management to monthly financial reporting, Decision Point gives business owners accurate, timely financial information and a clear understanding of where their business stands.

Every business needs good bookkeeping and accounting support, regardless of size. It is also often how a relationship starts. As the business grows, our support can grow with it, from bookkeeping and accounting oversight to Fractional Controller, C-Suite and strategic services.

What we cover

QuickBooks Online: Transactions recorded and categorized, accounts reconciled, and a file your CPA can work from at year end.
Monthly reporting: A profit and loss, balance sheet and cash summary every month, presented clearly and simply.
Accounts receivable: Invoicing, tracking who owes you and following up, so cash comes in when it should.
Accounts payable: Bills organized, approved and paid on a schedule the cash can support.
Payroll coordination: Working with your payroll provider so hours, taxes and filings are handled and recorded correctly.
Restaurant bookkeeping: Toast® POS, xtraCHEF and QuickBooks Online connected, so sales, purchasing, food costs and inventory land in the books without double entry.
General accounting support: The questions that come up between reports, answered by someone who knows the file.

What you get

Every month

Monthly close in QuickBooks Online
Bank and credit card reconciliations
Profit and loss, balance sheet and cash summary
Receivables and payables aging
Payroll coordination and recording
Sales-tax tracking where applicable
A clean file for your CPA at year end

The point is not just complete books. It is reliable support, an organized financial side, accurate information, and more of your time back to run the business.
Accurate numbers, on time, from someone who will also tell you what they mean.

Proof

An e-commerce packing area: a packing table with a label printer and tape gun, shelving stacked with shipping boxes

E-commerce / direct-to-consumer

Multimilliondollar operation, from an Instagram shop

From an Instagram shop to a multimillion-dollar operation

Helped an emerging e-commerce business navigate rapid growth, develop stronger financial controls, and expand into a multimillion-dollar operation.

sales-tax tracking built: Multi-state; sales-tax tracking built
connected to QuickBooks: Shopify; connected to QuickBooks

Read the case study