Ocean Point Financial Systems

What Ocean Point Financial Systems does

Ocean Point Financial Systems is a privately held, founder-owned financial services firm headquartered in San Diego, California. Founded in 1983 by Diana Alexander, who continues to serve as CEO, the firm provides a bundled suite of accounting, bookkeeping, payroll processing, tax preparation, financial reporting, estate planning, business development consulting, and notary public services. Its primary clients are small to mid-size businesses, individuals and families, and non-profit organizations — particularly churches, schools, and charities — with specialized payroll offerings tailored to the unique tax and compliance requirements of ministers and non-profit staff.

The firm's service delivery is built around Intuit's QuickBooks platform, on which Ocean Point has been a licensed Professional Advisor since 1998, offering same-day setup, training, and full-service bookkeeping takeover. There is no proprietary software, mobile application, API, or AI/ML component; the underlying technology is essentially standard SMB accounting tooling configured and operated by the firm's staff. The website organizes offerings under three pillars — Grow, Control, and Save — reflecting an integrated advisory approach rather than discrete software products.

Ocean Point generates revenue through fee-based professional services quoted on a per-engagement basis, with monthly billing cadence and no publicly disclosed pricing tiers. Go-to-market is direct and relationship-driven: clients contact the firm, receive a customized scope, and contract for either individual services (such as bill paying or payroll) or a full financial management package. Distribution is single-country, serving clients directly without intermediaries, channels, or partnerships, and the firm has no disclosed institutional backing, funding rounds, subsidiaries, or M&A activity.

Name

Ocean Point Financial Systems

Legal name

Ocean Point Financial Systems

Website

https://oceanpointfinancial.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Ocean Point Financial Systems is a founder-owned San Diego financial services firm offering accounting, payroll, tax, QuickBooks support, estate planning, and notary services to small businesses, individuals, and non-profit organizations.

Ownership category

akta.pro rank

Product category

Accounting & Financial Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Bookkeeping services
• Payroll processing
• Tax preparation
• Financial reporting
• Estate planning services

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Professional Financial Services: Fee-based professional services including accounting, bookkeeping, payroll processing, tax preparation, financial reporting, and estate planning. Services are personalized and quoted based on client needs and scope of work.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Ocean Point Financial Systems delivers personalized, fee-based financial services including bookkeeping, payroll processing (general business and specialized church payroll), tax preparation, financial reporting, QuickBooks setup and support, estate planning, business development consulting, and notary public services. Services are offered individually or as full-service packages and are tailored to small businesses, individuals/families, and non-profit organizations such as churches, schools, and charities.

Product overview

Ocean Point Financial Systems is a financial services consultancy offering a unified suite of services rather than a software product. The company provides integrated financial services spanning three core areas: Grow (business development, planning, and expansion strategies), Control (accounting, bookkeeping, payroll, tax preparation, and financial reporting), and Save (estate planning and asset protection). Key service modules include Business Payroll, Church Payroll, QuickBooks Setup and Support, Tax Preparation, Financial Reporting, and Notary Public services. These services are personalized to each client and can be contracted individually or as a full-service package, positioning Ocean Point as a comprehensive financial services firm combining the scale of large companies with the personalized attention of a local small business.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Financial housekeeping services including invoicing, accounts payable/receivable, job costing, check writing, and financial control assistance for businesses. Clients can choose a single service such as bill paying, or a full package where Ocean Point supplies all services down to applying the stamp to envelopes and putting them in the mail.
• Business Payroll Services Full-service payroll processing including check preparation, electronic signing, direct deposit, tax filing, quarterly and year-end reporting (W-2s, 1099s), department summaries, employee earnings statements, and HR compliance support for corporations and small businesses.
• Church Payroll Services Specialized payroll services for churches, schools, and charities including minister tax reports, annuity tax benefits for teachers and qualifying employees, workers' comp classification, payroll checks, electronic signing, payroll tax payments, W-2s and 1099s, direct deposit, and employee earnings statements.
• Financial Reporting Creation and interpretation of financial reports to help clients understand liquidity, profitability, and inventory turnover metrics, with guidance on how to use these reports to make key business decisions.
• Tax Preparation Sales tax and income tax return preparation services for businesses and individuals.
• QuickBooks Setup and Support QuickBooks Professional Advisor services including same-day accounting setup, ongoing support, training clients to do their own books, or full takeover of bookkeeping tasks using QuickBooks software.
• Business Development Consulting Expert advice for businesses at all stages including business plan development, competitive marketplace analysis, and strategies for restructuring, redirection, and expansion.
• Estate Planning Services Planning services to protect, save, and share assets for clients and their heirs, encompassing life event planning and asset protection.
• Notary Public Services Notarization services to support various financial and legal documentation needs.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves2 records

Expansion highlights1 record

Broad incumbents

• Liberty Tax: National franchise tax preparation chain serving individual and small-business taxpayers. Comparable tax-prep service line to Ocean Point, though heavier on individual returns than full bookkeeping/payroll.
• H&R Block: National tax preparation and financial services retailer with overlapping SMB and individual tax-prep offerings. Overlaps with Ocean Point on tax preparation but operates at vastly greater scale through retail locations and DIY software.
• Intuit QuickBooks (ProAdvisor Network): Platform provider whose ProAdvisor network of certified accountants and bookkeepers directly competes with Ocean Point's QuickBooks Professional Advisor offering. Platform-owner with structural advantages.

Emerging players

• Bookkeeper360: Cloud-based bookkeeping, payroll, and tax service for SMBs combining software with human advisors. Comparable service mix to Ocean Point with a more technology-forward delivery model.
• Xendoo: Online bookkeeping and accounting service for small businesses providing dedicated bookkeepers, tax support, and CFO advisory. Comparable SMB target customer and overlapping service lines with Ocean Point, delivered virtually at national scale.
• Pilot: Technology-first bookkeeping, tax, and CFO services primarily targeting startups and SMBs. Competes on the same accounting-and-tax workflows Ocean Point performs, but at significantly greater scale with proprietary tooling.
• Bench (acquired by Visma): Tech-enabled bookkeeping service for small businesses pairing software with dedicated bookkeepers. Directly competes with Ocean Point's bookkeeping offering but delivers it through a SaaS-plus-human model at national scale.

Direct peers

• AccountantsWorld: Cloud platform and services provider for small accounting firms offering bookkeeping, payroll, and tax workflow tools. Comparable in serving the same SMB accounting-firm customer and overlapping on QuickBooks-centric service delivery.
• 1-800Accountant: Virtual accounting and tax services firm serving SMBs and individuals nationwide with a similar service portfolio to Ocean Point (bookkeeping, payroll, tax, advisory). Compares closely on business model and customer base.
• Padgett Business Services: Franchise network of small-business accounting, bookkeeping, payroll, and tax service firms serving SMBs and individuals. Highly comparable to Ocean Point in service mix and target client profile, but operates through a franchise model with national scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ocean Point Financial Systems