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business and revenues

We Make Accounting Easy, So You Can Spend Your Time On Your Business

ClearPoint Accounting specializes in a variety of accounting services with outstanding support. We understand how busy you are and with our expertise, we can take care of your accounting needs quickly and effectively. We are equipped to handle the books for you, leaving you to worry less and live more.

We help make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.

When you email your customer an invoice, they can access it online and pay in a few seconds with the click of a button. If they use Xero too, they can even save the invoice directly into their Xero organization. It's the magic of online invoicing.

There's plenty you can do to keep track of your sales in Xero. Simply head to the accounts menu and selects 'Sales' to get to the sales dashboard. The graphs and charts make it easy to see who owes what and when it's due – so you know who needs to be followed up.

You can search by contact, invoice number, reference or other filters. Drilling down will take you to your full invoice listing, where you can navigate by tab and sortable columns. By clicking on the expected date on an invoice, you can flag when you expect a payment to arrive, which will reflect on the 'money coming in' figures on your dashboard and help you keep a handle on cash flow.

Services Provided with all plans

ClearPoint Accounting provides more than business accounting. We are aware that for a business owner to be successful, you need to be able to keep more of the money you make and pay less to Uncle Sam. While making more money is great, protecting one's business and personal assets are as important.

Tax Planning

The goal of tax planning is to arrange your financial affairs to minimize your taxes. There are three basic ways to reduce your taxes, and each basic method might have several variations. You can reduce your income, increase your deductions, and take advantage of tax credits. We look at the business structure, business deductions, and tax credits to lower your tax liability.

Asset Protection

Asset protection is a type of financial planning intended to protect one's assets from creditor claims. Individuals and business entities use asset protection techniques to limit creditors' access to certain valuable assets while operating within the bounds of debtor-creditor law. Your home is one of your most valuable asset and most business owners never protect it.