Ocean Point Financial Systems offers a full suite of financial services for businesses and individuals. We give our clients the best of two worlds: the speed, efficiency and guarantees offered by large companies combined with the personal service of a local, small business. OPFS was founded on a strong commitment to truly serving our clients in their best interest. We strive to provide them not only with the most professional and accurate services possible, but with the information, tools and knowledge to empower themselves. Whether you need general accounting services, payroll, taxes, business development or estate planning, OPFS would be honored to do this important work for you.

How can I keep and care for the things and the people in my life?

After spending a great deal of time and energy on accumulating and learning to control your assets, it is natural to turn your attention to the future and ask yourself: How can I keep and care for the things and the people in my life?

OPFS would love to help you answer this important question. Life is full of events – and though no one can predict the future, it is possible, through smart and thoughtful planning, to be prepared for almost anything. Our financial planning services encompass estate planning and life event planning. We can help create a plan to protect, save and share your assets for your future and that of your heirs.

Businesses in all stages of development come to Ocean Point Financial Systems for expert advice on how to grow Individuals walk through our doors with a great idea and the entrepreneurial spirit. We help them build the strong foundation needed to grow a business – from developing business plans and setting up basic accounting files to analyzing the competitive marketplace.

Established businesses come in looking to restructure, redirect, and expand. Through careful deconstruction and analysis of their past and present, we give them strategies and information to lead them into the future.

Regardless of where you are in the evolution of your business – at the first moment of inspiration or 20 years in – OPFS helps you get to the core of what’s important to you about business and uses that as the starting point for growth and expansion. We are here to help lead you through the reality of business and take you to a place where you can dream. Founded on a strong commitment to truly serve our clients.

Overview OPFS Founder

OPFS Founder Diana Alexander

Diana Alexander has been a financial professional for over 20 years, accumulating a breadth and depth of experience that is remarkable in her field. Among her many talents is her ability to understand, use and adapt the latest technology to solve real-world problems for her clients, and to enhance productivity and efficiency.

Prior to founding OPFS, she held various accounting and management position with banking, air travel, air freight, and business consulting companies.

Diana loves her job and takes great joy in getting to know her clients and developing personalized plans to meet their

needs.

Founded on a strong commitment to truly serve our clients.

Overview OPFS Founder

Since 1983, Ocean Point Financial Systems has been providing a full suite of financial services for individuals and businesses including general accounting, payroll, sales tax and income tax return preparation, Quickbook setup, financial reports, and special financial services for nonprofits. Founded on a strong commitment to truly serving our clients in their best interest, OPFS strives to provide our clients not only with the most professional and accurate services possible, but with the information, tools and knowledge to empower themselves. Our services are completely personalized to our clients needs, taking into account where they have been, where they are and where they want to be in the future.

Our goal is to not only create the most concise reports, but to also make them infinitely usable to our clients.

All accounting firms create financial reports. Unfortunately, most of them just dump them in your lap, leaving you wondering what they mean and how to use them to your benefit. We all know that financial reports can hold the information you need to make key decisions about your company, but just how do you do that? Our goal at OPFS is to not only create the most concise reports, but to also make them infinitely usable to our clients. We take the time to help you learn to read and use these tools to see where you are and how to get to where you want to be.

Benefit from the advice and strategies of QB professionals.

As licensed QB Professional Advisors, OPFS has been helping clients with their QB needs since 1998. QB can be a valuable asset to your business, but setting it up and working with it isn’t always easy. Who wants to take time away from running their business to learn the intricacies of a one-time set-up? OPFS can have your business’s accounting up and running in a day and at a fraction of the cost in time it would take you to learn to do it yourself. What’s more, once we’ve set up the program and your system, we won’t leave you out in the cold. We are here to assist you as you do your own books, or, for even more trouble-free accounting, we can take over the task for you. Either way, you benefit from the advice and strategies of QB professionals.

Take comfort knowing that someone is always watching the store, even when you can’t.

Today, bookkeeping encompasses a wide variety of financial services: from invoicing, AP/AR and job costing to writing checks. At Ocean Point, we assist people in having control of their financial housekeeping. You know your financial realities and what you need. We are here to do as little or as much as you need: from a single service of paying your bills, to a full package where we supply all our services down to applying the stamp to your envelopes and putting them in the mail. Take comfort knowing that someone is always watching the store, even when you can’t. For over 20 years, we’ve had the privilege of doing this important work for our clients, and we’d be honored to do the same for you.

We will lead you through the reality of business and take you to a place where you can dream.

Businesses in all stages of development come to Ocean Point Financial Systems for expert advice on how to grow Individuals walk through our doors with a great idea and the entrepreneurial spirit. We help them build the strong foundation needed to grow a business – from developing business plans and setting up basic accounting files to analyzing the competitive marketplace.

Established businesses come in looking to restructure, redirect, and expand. Through careful deconstruction and analysis of their past and present, we give them strategies and information to lead them into the future.

Regardless of where you are in the evolution of your business – at the first moment of inspiration or 20 years in – OPFS helps you get to the core of what’s important to you about business and uses that as the starting point for growth and expansion. We are here to help lead you through the reality of business and take you to a place where you can dream.