You will retain complete control over your company, even if you outsource one or multiple functions. Oceanview Financials is here to help you reach your goals, which means you have the final say. If you're dissatisfied with an outcome, we're eager to work with you and correct the issue.
Yes. We understand that as an accounting services company, we handle sensitive information about our clients. That's why we take precautions to protect your data. We use Citrix ShareFile to house all of our client’s documents and ours. Citrix ShareFile has bank-level data encryption, and we can also designate who can access which file from the client. It is also cloud based so it's accessible 24/7 365 days.
NDA disclosures for our employees
Single sign-on for desktop and enterprise applications
If you own a small business, you probably have a lot on your plate. By outsourcing your human resources, you can spend more time and energy on daily operations. Additionally, you don't have to worry about investing in HR software.
Yes. The internet allows us to conduct most of our business without having to meet in person. Since our services rely on documents, we'll ask you to send us the necessary files. We can also work on your company's server through the Remote Desktop program.
Yes, we are more than happy to work with your CPA. When tax season comes around, we'll create a package of your tax information and send it to your accountant. We're also willing to work with any other financial advisors you employ.
If you have any questions or concerns, you can reach out to your point of contact, the bookkeeper handling your accounts. During the transition to our systems, our conversion specialist will address any issues that arise.