Leading you through the reality of business and taking you to a place where you can dream. Create a plan to protect, save and share your assets for your future and that of your heirs. We offer a full suite of financial services for businesses and individuals. And we do it with a unique combination of strategic advantages: the speed, efficiency and guarantees offered by large companies along with the personal service of a local, small business. Ocean Point was founded on a strong commitment to truly serving our clients in their best interest.
Services
Businesses in all stages of development come to Ocean Point Financial Systems for expert advice on how to grow. Individuals walk through our doors with a great idea and the entrepreneurial spirit. We help them build the strong foundation needed to grow a business - from developing business plans and setting up basic accounting files to analyzing the competitive marketplace.
Let us turn your biggest financial headaches into your greatest business opportunities. Controlling your money means understanding your money - examining the financial status of your company in such areas as liquidity, profitability and inventory turnover. Financial illiteracy is the #2 reason businesses fail.
How can I keep and care for the things and the people in my life? After spending a great deal of time and energy on accumulating and learning to control your assets, it is natural to turn your attention to the future and ask yourself: How can I keep and care for the things and the people in my life?
Reviews (4)
Roberto Robledo
Jun 17, 2020
Don't go it alone this tax season when Sheila is just a call away! Sheila knows accounting and bookkeeping. She'll help determine the steps you need to take to keep as much money in your pocket as possible and has strategies to keep your accounting organized and efficient. Oh and if you are a Saints fan you are in great hands, make sure to mention it! Highly recommended!
Ginger Martin
May 09, 2020
Kimberly Lindsey
Nov 14, 2019
Olga Ferguson
Jun 02, 2018
Ocean Point Financial Systems has helped us time and again dealing with our new database and learning how to use it to prepare our taxes. Sheila is smart, patient and easy to work with. Sheila has saved us thousands of Dollars on our taxes and is so humble she struggles to take credit for our large returns. The numbers don't lie. Sheila is something else. Thanks Sheila.
