Finpoint Advisory, LLC, provides outsourced accounting & bookkeeping solutions for business and non profit entities. We are dedicated to providing competitive, high quality, and efficient services enabling our clients to focus on growth and development.
ABOUT US
Our lean, technology-driven approach allows us to deliver secure and competitive services while maintaining exceptional client service standards. We specialize in creating end-to-end systems that streamline financial operations and free executives to focus on their organization's long-term goals and mission.
Thomas Williford brings five years of experience providing comprehensive outsourced accounting solutions to business and non profit entities. His diverse background equips him with the ability to manage complex projects efficiently with an innovative and forward-looking perspective.
Prior to founding Finpoint Advisory, LLC, Thomas worked as a Senior Staff Accountant at Massucci & Associates, LLC, and as a Tax Intern at Simione Macca & Larrow, LLP. He has also worked as an internal finance director and bookkeeper for several storied non profits in the New Haven, CT community.
OUR SERVICES
BOOKKEEPING & ACCOUNTING
Bookkeeping
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Transaction entry & categorization
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Bank & credit card reconciliation
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Payroll processing
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Bill payment
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Invoicing
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One time clean-up projects
Outsourced Accounting
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Comprehensive Accounts Payable and Receivable solutions
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Accounting software setup and optimization
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Investment reconciliation
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Month and year-end close including
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Forms 1099 filing
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Sales Tax return filings
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Budget assistance and monitoring
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Audit support and preparation
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Document digitization solutions
Audit/Review Assitance
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Assist with responses to auditor/reviewer information requests
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Prepare and organize financial documentation for audit/review
ADVISORY SERVICES
Our advisory services provide consultation for existing or new accounting systems, guiding businesses and non profits with solutions tailored to your unique needs. Leveraging expertise in diverse accounting tools, we streamline your current systems or help you make optimal choices when starting anew.
