Yes. We use software specifically designed for accounting and bookkeeping. To stay competitive, we regularly upgrade our systems.

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
• Secure remote access
• PC locking
• Secure premise login

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.

We look for the most qualified candidates, which is why we require employees to have a college degree. Our team has expertise in a variety of areas:

• Research
• Communication
• Statistics
• Finance
• Engineering
• Business Administration

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 can work with a variety of businesses all across the state. We have clients based in the following counties:

• Palm Beach
• Broward
• Naples

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.

We can get you caught up if your bookkeeping is behind. In fact, this is one of the top benefits of using accounting services -- you don't have to worry about keeping up with the books.

We connect to your business in several ways, ensuring we get all the information we need to manage your books:

• Online banking
• POS system
• Vendor statements

We will make your tax payments. We will also keep you updated on payments, the amount owed, and all other relevant information.

Yes, you will retain access to your books. We will also send you weekly reports to keep you updated on taxes paid, bills due, and other vital financial information.

We make the payments, but you have complete discretion over what gets paid, when the payment is sent, and the amount. We track what's due through your invoices, which you send to us via the internet.

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.