Helping You Get To Where You Want To Be.

Let us build your custom financial blueprint - for a better tomorrow!

Our Success In Numbers


happy clients

Reap the benefits of having the financial experts on your side.

We’re an A+ Rated Accredited Business with the BBB that’s been in business for over 10 years and is staffed, owned, and affiliated with a broad range of financial experts. Our team has not only helped thousands of clients gain control of their financial future, but they have also previously raised millions of dollars of seed capital for startups, managed accounting and finances for top hedge funds at some of the nations largest financial institutions and much much more.



A few things we’re great at

We’re a boutique shop with a suite of services that covers many of your financial needs. However, we’re also well connected. So, if during your financial analysis we uncover an additional product or service that we don’t offer and that you may need to successfully implement your plan, we’ll be able to refer you over to a reputable provider.

Personal Financial Planning

It all begins by taking a deep look into your current financial circumstances and having an honest conversation about your short, medium, and long terms goals. We’ll then formulate a manageable financial plan that can get you to where you want to be. We’ll be there all along the way coaching you through each task to help ensure that you achieve each and every goal in your financial plan.

Personal & Business Taxes

We have tax professionals that can assist you with all of your personal and business tax needs. It doesn’t matter if you’re W2, 1099, own a business, or make money from stocks or real estate – our professionals can help you. They can even help you recoup your Solar tax credit, requalify for your Student Loan payments, and also deal with 1099’s from settled or forgiven debt if needed.

Corporate Financial Planning

The starting point always begins with taking a deep dive into your companies current financial position and having a discovery session to uncover your short, medium and long term needs. Our financial plans can be formulated to help you get approved for business loans, plan for purchasing your own commercial building, or even focusing on cutting expenses and driving profits.

Bookkeeping & Payroll

Our team is fully equipped to help you handle all of your Bookkeeping & Payroll needs like a pro. Whether you need a little bit of help or a lot of help, we’ve got you covered! If you’ve got the skills to manage your own day to day accounting with perfection, we can at least help you get everything setup the right way. Or, if you’d rather have it all on autopilot for you, we can be full service.

Business Formation

Setting up a business the right way can be a daunting task – especially if it’s your first rodeo. Deciding if, financially, you should be a Sole Proprietor, Partnership, LLC, C-Corp, or S-Corp. Choosing where to incorporate, filing all the required documents, getting a Tax ID, opening up bank accounts and setting up your accounting and payment systems. These are all things we can assist you with.

Other Financial Services

Let’s cut to the chase. We’re a team of math geeks and we love just about everything that has to do with finance. Especially when we can help our clients save money or help them reach a major financial milestone. So, if you need help with something financial related that’s not listed on our website, just give us a call. We might just be able to help or at least point you to someone that can.

Are you ready to take control of your financial future?



Don’t just take our word for it – here’s what our clients say:

“Starting Point was a great company to work with.” “…they were very helpful in taking care of me and trying to figure out the best solution.”

Amanda Warren

“I love working with Starting Point. They are like my dedicated financial department managing my bookkeeping, payroll, accounting and taxes.”

Daunte Jenkins 

“ You guys are great. Thanks for helping me get my business all setup and then pointing me in the right direction to get funding for operations.”

Felipe Mendoza 

A Company You Can Trust

Let’s Get In Touch

Simply fill out the form below or give us a call at (855) 866-3436.