How OnPoint Accounting Streamlined Year-End and Month-End Close with nettTracker

Firm: OnPoint Accounting
Director: Johann Goree
Specialisms: Acquisition accounting, financial due diligence, company accounts & tax, bookkeeping, VAT and payroll

Impact

  • Faster year-end close

  • Month-end processes now streamlined

  • Consistent balance sheet processes across multiple clients

  • Reduced manual spreadsheet work

About OnPoint Accounting

OnPoint Accounting is a UK-based accountancy practice specialising in acquisition accounting, financial due diligence and business valuations, alongside core services including company accounts, tax, bookkeeping, VAT and payroll.

Led by Director Johann Goree, the firm supports a wide range of businesses - providing both everyday compliance services and more complex financial support when companies are growing, acquiring or restructuring.

As the client base expanded, the firm increasingly needed systems that could support efficient, standardised accounting workflows across multiple entities.

The Challenge

As OnPoint’s client portfolio grew, the volume of balance sheet adjustments across clients increased significantly.

Managing fixed assets, prepayments, accruals and depreciation - particularly at year-end - required extensive manual work and spreadsheet management.

The firm needed a way to:

  • Automate repetitive accounting journals

  • Maintain consistent processes across client accounts

  • Reduce manual work during year-end close

  • Support more structured month-end reporting as clients demanded more frequent financial insight

Without automation, these processes were becoming time-consuming and harder to standardise across the practice.

The Solution

OnPoint implemented nettTracker, a platform designed to automate balance sheet adjustments and asset management within cloud accounting software.

By integrating nettTracker into their workflow, the firm was able to:

  • Track fixed assets and depreciation automatically

  • Post journal entries without manual spreadsheet work

  • Monitor balance sheet adjustments across multiple clients

  • Standardise accounting processes across the practice

This removed a significant amount of repetitive manual work while giving the team greater visibility over client accounts.

The Results

Since implementing nettTracker, OnPoint Accounting has embedded the platform into both its year-end and month-end processes.

Key improvements include:

  • Year-end close now completed faster and with greater reliability

  • Month-end reporting processes streamlined across clients

  • Standardised workflows across the practice

  • Reduced manual data entry and spreadsheet reconciliation

  • More time available for higher-value advisory work

nettTracker has become a core part of the firm’s accounting workflow as it continues to grow its client base.

What the Customer Says

“We’ve been using nettTracker for a while now and it’s become an essential part of our year-end processes - and increasingly our month-end processes.
The recent updates have made it even easier to manage and review client accounts. It saves us a lot of time and helps keep everything standardised, efficient and straightforward across the practice.”

  • Johann Goree - Director - OnPoint Accounting

About nettTracker

nettTracker helps accounting firms automate balance sheet adjustments, asset management and accounting journals directly within their accounting software - removing the need for manual spreadsheets and saving hours each month.