Every service ProPoint offers is designed around one goal — giving SMB owners the financial clarity and controls they need to make confident decisions and grow with confidence.
You shouldn't have to wonder if your financials are accurate. ProPoint takes full ownership of your monthly close process — reconciling accounts, reviewing your bookkeeper's work, and delivering clean, reliable financials every single month.
Cash flow surprises kill businesses that are otherwise profitable. ProPoint builds and maintains rolling cash flow forecasts so you always know what's coming — and have time to act before a problem becomes a crisis.
Growing a business without a budget is like driving without a GPS. ProPoint builds annual budgets and rolling forecasts that turn your goals into a concrete financial plan — so every hiring decision, investment, or expansion is backed by numbers.
A stack of spreadsheets isn't a financial report. ProPoint delivers clear, concise dashboards and reports that highlight what actually matters — with the context and commentary to help you understand your business performance at a glance.
Messy books don't fix themselves. ProPoint digs in, cleans up your chart of accounts, fixes historical errors, and sets up the processes that prevent the mess from coming back — giving you a solid foundation to build on.
Audit readiness shouldn't be a once-a-year panic. ProPoint keeps your financials organized, documented, and audit-ready year-round — so when your auditors or tax CPA arrive, everything is clean, organized, and ready to go.
ProPoint works best with SMB owners who are past the startup phase and ready for real financial infrastructure.
Revenue is climbing but your books are chaos, your close takes weeks, and you're making decisions on gut feel. It's time for real financial controls.
Your bookkeeper is great at data entry but can't give you the analysis, forecasting, or strategic insight your business needs at this stage.
You need senior financial expertise but a full-time controller salary, benefits, and overhead doesn't make sense for your current size.
Lenders, auditors, and investors demand clean, accurate financials. ProPoint gets your books investor and audit-ready before the pressure hits.
You're tired of chasing your bookkeeper, worrying about the numbers, and not having a financial partner you can actually trust.
Based in Miami but serving clients nationwide. ProPoint works seamlessly remote with SMBs across all industries and time zones.
From first call to fully onboarded, most clients are up and running within two weeks.
A no-pressure 20-minute conversation to understand your business and where you need the most help.
Marvin puts together a tailored scope of services based on your specific situation — no cookie-cutter packages.
Access to your accounts, a kick-off call, and a clear plan. Most clients are fully onboarded within 1–2 weeks.
Clean books, reliable reports, and a financial partner who keeps you informed and ahead of your numbers.
That's what the discovery call is for. Book 20 minutes with Marvin and we'll figure it out together.