On Point Business Administration

Taking care of a business shouldn't get in the way of doing business.

Taking care of business means getting a business in order. It means staying on top of the business administration details that are a necessary part of running an organized and efficient business – things like corporate housekeeping and governance, contracts administration, HR and 401(k) governance, compliance and risk management, records management, and policies and procedures.

Schedule a 30 minute call with us to see how On Point can help you. No cost, No strings attached. Don’t know where to start? No worry.

Want to see how well you are taking care of business? Download our checklist to find out.

We take care of business so you don't have to worry about it.

Extensive Experience

We have over 25 years of experience in the CAO role - each. You can't find outsourced experience like that anywhere else.

Attention to Detail

We’re masters of detail and as strange as it sounds, we love it. You focus on the big picture and other important things while we cross the T’s and dot the I’s.

Save Time

Keeping a business in order takes time and expertise that you may not have. When you outsource to us, we fill those gaps.

Peace of Mind

Rest easy knowing that experienced and trusted advisors are taking care of the details when and how they need to.

Peace of Mind for Business Owners and Managers

Every business has unique needs. Regardless of what yours are, On Point is here to provide a streamlined solution when it comes to getting your business in order. Whether you are just starting out or your business has been around for years, and whether you are a solo business owner or you have a team of employees to support you, On Point is what you need for peace of mind and efficiency when it comes to taking care of your business.

Getting your business in order is the foundation your business needs to operate and grow. It will also put you in a better position to maximize the value of the business and the return on your investment as an owner when it comes time to exit.

Go-To Resource for Business Advisors and Professional Experts

As former business lawyers and long-time business owners ourselves, we understand how valuable reliable business advisors are. We’ve spent decades working with businesses who didn’t have their house in order. Sometimes they didn’t even realize it. Other times they just didn’t have the time to focus on the details themselves.

If you’re an experienced professional like an accountant, commercial banker, insurance broker, financial advisor, lawyer, business coach or consultant, you appreciate the importance of taking care of those details.

On Point is the perfect business solution for you and your clients at every stage of business – from start up to exit planning.

Their turnaround time and thoroughness is outstanding. I highly recommend the On Point team.

David B., Business Owner

On Point has been a valuable source of information and advice and is our go-to when it comes to the details involved in taking care of a business.

Michael P., Physician and Business Consultant

Areas of Expertise

  • File Annual Registration Reports
  • Archive internal entity documentation
  • Serve as Registered Agent
  • Administer enterprise risk management (ERM) process to identify risks and mitigation options
  • Create framework for effective compliance program, including Code of Conduct
  • Develop and implement employee education and annual compliance certifications
  • Prepare Employee Handbook
  • Create HR policies and procedures
  • Coordinate 401(k) plan administration
  • Develop records retention policy for appropriate handling of company records
  • Work with business and IT teams to implement records management system
  • Provide electronic records archive
  • Develop and implement process to track key contract dates
  • Prepare executive summaries of material contracts to serve as “ready-reference”
  • Track and manage insurance certificate deliverables required by contracts
  • Document business policies and procedures that describe the “whys” and “hows” of completing day-to-day tasks
  • Provide online portal for electronic policy and procedure access
  • Manage annual or more frequent updates of policies and procedures
  • Conduct pre-transaction health assessment
  • Lead business owners and advisors through due diligence process
  • Build virtual data room for organized business documents before an exit or transition

Recent Blog Posts

Taking Care of Business Like “Big Business”

Building a strong foundation for business when it comes to governance, compliance, and risk management isn’t just for Big Business. Taking Care of Business® is for every company regardless of head count, gross revenues, or life stage. Big Business understands the value of taking care of business, every day.  For SMBs, it’s sometimes considered optional.

Read More »
enterprise risk management

Enterprise Risk Management for SMBs

What is ERM? The “ERM” abbreviation for Enterprise Risk Management has a firm place in the management practices of larger business organizations. There may be some variation in specific objectives across ERM programs, or in the key process steps of the program, but all ERM frameworks involve identifying and naming risks impacting a business, understanding

Read More »
delegation of authority

Start with an Effective Delegation of Authority Policy

As owner or CEO of your company, are you responsible for approving every contract before it’s signed? Does this lead to a logjam of unsigned contracts in your in box? Use a Delegation of Authority Policy to streamline your company’s contract approval process and to manage the authority you might give other employees to create

Read More »
evergreen contracts

Evergreen Contracts and Auto-Renewals: Love ‘Em or Leave ‘Em

One of the most important elements of a contract is the “term” – that is, the length of time the contract is scheduled to remain in place. Sometimes the parties to a contract heavily negotiate the length of the contract. But many times, they don’t give enough consideration to it when negotiating this important contract

Read More »
trademark scam

Business Owners, Don’t Fall Victim to Trademark Scams

If you are listed as the owner or contact on a trademark application or registration, chances are you’ve received unsolicited correspondence about the trademark.  These unsolicited emails or letters may offer to help with an upcoming filing deadline or ask for money to register or maintain your trademark. Many of these communications are trademark scams.

Read More »
Annual Report Filing On Point Business Administration

Start the Year Off Right: File Your Annual Report on Time

Whether you just formed a new company or whether your company has been around for years, you may need to file an annual report soon. Overlooking this routine filing can have serious consequences. If your company is required to file, you can easily avoid these consequences by knowing the states that require the filings, tracking

Read More »

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Are you ready to start taking care of business?

Whether you’re a business owner or business advisor, get in touch with us to start a conversation about how On Point can get things in order for you.


Let's Talk

Curious what On Point can do for you and your business? Choose a meeting time below where we can connect to learn more about you.

Tired of always being busy WHILE also being pulled in a million directions?

Imagine if you only had to focus on doing the things that you like and that you’re good at.

We can help make that wish a reality.

your clients are counting on you to help them get things right.

You’re good at what you do, but it's impossible to be an expert at all of the business administration details of your clients’ businesses.

Continue to be an invaluable resource and their trusted advisor by bringing other needed expertise to the team.

Unsure of how well you're taking care of business?

Download our checklist to find out.