Atlanta based · Serving firms, businesses and HOAs nationwide

Tax and bookkeeping support you can trust with your clients' books.

Locus Point is the back office for CPA firms, small businesses and HOAs. We add capacity to firms and keep books clean and current.

QuickBooks Advanced Certified ProAdvisor600+ returns prepared15+ tax and accounting platforms

What we do

Tax preparation for CPA firms

1040s, 1065s, 1120s, 1120-S and 1041s prepared for your review, under your letterhead.

For CPA firms →

Monthly bookkeeping

Categorization, reconciliations and monthly reports, from $475 a month.

For small businesses →

Cleanups you can see

Messy books fixed, with a reconciled workbook for every month we clean up.

How cleanups work →

Software we work in

CCH AxcessUltraTax CSProConnect TaxProSeriesSurePrepFixed Assets CSAccounting CSCaseWareQuickBooks OnlineQuickBooks DesktopQuickBooks EnterpriseXeroYardi BreezeBill.comTaxDomeQountTimelyMicrosoft Excel

Employee vs. Locus Point

Your back office, without the overhead.

Hiring an employeeLocus Point
Payroll taxes and benefits✕Payroll taxes, benefits and PTO✓None. We're your outsourced team
Pay only for the work✕Full salary, even in slow months✓Billed only for hours used
Recruiting and training✕Weeks to hire, months to train✓Experienced from day one
Turnover✕Work stops when someone leaves✓Continuity if someone is out
Busy season✕Overtime and burnout✓Fast turnaround with daily updates
Scale up or down✕Hiring and layoffs✓Add help in March, scale back in June
See full comparison
Hours✕Fixed schedule, even when it's slow✓No minimum hours
Employer extras✕Workers' comp, unemployment insurance, payroll processing✓None
HR✕Reviews, time off, terminations✓No HR headaches
Vacations and sick days✕The work stops✓Coverage when life happens
Quality✕One person checking their own work✓A second set of eyes on every file
Expertise✕One person's experience✓Tax, bookkeeping and cleanup specialists
Office space✕A desk, a laptop, parking✓Fully remote

How it works

1. Intro call

We learn your needs, your software and your volume.

2. A plan that fits

No minimum or guaranteed hours. Tell us how much help you need, and use us when you need us.

3. Daily progress updates

Steady turnaround on your returns and books, with a status update every day.

"Great communication throughout our engagement. Work was timely and updates were provided regularly, which helped with understanding statuses and issues."

CPA firm partner

Not sure where to start?

Book a free 20-minute call, or email expertsupport@locuspointaccounting.com.

Book a Call