OnePoint Services

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Introduction: I work with small businesses and nonprofits to build better businesses by increasing profits and performance. Turning vision into value, I am your single point of contact for managerial accounting, QuickBooks ProAdvisor, Certified Registered Tax Preparer, Pepperdine MBA and Management Consultant member of PATCA (Professional and Technical Consultants Association) I have served as an Adjunct Professor teaching business, marketing and operations to undergraduates. I will prepare your financial statements and tax returns as if they were my own. I work with a number of clients cleaning up records prepared by so-called "bookkeepers" who do not understand the basics of GAAP (Generally Accepted Accounting Principles) or the differences between financial and managerial services. (Financial accounting tells you only where you have been. Managerial accounting helps you shape where you are going to achieve success!) Every client is different, with different goals, strengths and weaknesses, and paths to success. Every financial statement and tax return tells a life story. I love finding the appropriate places to apply my skills to small business owners and nonprofit organizations to help them succeed.

Overview

Hired 3 times

2 employees

13 years in business

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Reviews

Exceptional 5.0

7 reviews

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Sean C.

Jun 25, 2015

I am the president of a local youth soccer league in Santa Cruz and we needed someone to do our taxes and bookeeping for us. As a non-profit I was looking for someone who had experience dealing with non-profits. Rebecca and OnePoint Services ended up being a complete blessing for us. Not only did she get our taxes in order (and that was a tall task in itself) but she also identified many deficiencies in our finances and made several recommendations for us to be more efficient and save money. All of Rebecca's recommendations and advice have resulted in tremendous changes in the way we are now running things. She is very knowledgable, kind and efficient and is wonderful to deal with. Her expertise is brilliant. I couldn't give a higher recommendation for someone than for what Rebecca and OnePoint Services has done for us!!

Larry P.

Jun 24, 2015

Rebecca has prepared the taxes for our 501c6 non-profit and is also helping with various web and marketing tasks. Her work is outstanding. She always has good input and completes tasks in a timely and professional manner.

Kay P.

Jun 25, 2015

I am very grateful to have found an amazing accountant! Rebecca not only takes care of my personal taxes but also oversees our Home Owners Association accounts. I find her to be very personable, flexible and above all knowledgable. She gives me great advice, is proactive and thinks out of the box. She always states that she takes care of her clients as if she is doing her own taxes and she has definitely lived up to this! Rebecca, thank you for your impeccable service.

Lane S.

Jun 25, 2015

I am a general contractor and kept all my records in a box. They were very disorganized. Rebecca organized them all and generated financial reports for multiple years. Kept me on time for payroll and payroll taxes and really I couldn't be happier. She is friendly to work with and professional. And she made my business look sharp.

Tracy B.

Jun 25, 2015

As a first time freelancer, I wasn't sure what to expect when tax season came around. Working with One Point Services was fast, educational and detail oriented. Rebecca helped me in understanding my expenses and guided me in organizing all of the right documents. She was also very helpful in answering questions for how to proceed with accounting and estimated taxes for the coming year. Everything was seamless and moved along very quickly. Will definitely be back next year and every year after!Excellent service, very streamlined and completely on-point. Everything handled electronically, and the return I got was stellar. Worth every cent.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Tax returns: standard pricing provided upon request Efficiency studies: individual case basis Consulting, accounting, bookkeeping services: hourly rate or monthly subscriptions available
What is your typical process for working with a new customer?
After a one-hour initial free consultation to explore challenges, issues, needs, and budget, I prepare an engaqement letter or statement of work. If it is not a good fit, we part friends. If we agree to proceed, all parties have a clear understanding of the scope, timeline, milestones and budget involved.
What education and/or training do you have that relates to your work?
Executive MBA with BS in Arts Management. Certified QuickBooks ProAdvisor, 20 Hours Continuing Education required to maintain CRTP (Certified Registered Tax Preparer), PMI PMP (Project Management Professional) 60 hours continuing education requirement and 20 hours of continuting education required to maintain the CRTP (Certified Registered Tax Prepare) status.