FINANCIAL SERVICES

MONTHLY BOOKKEEPING SERVICES & CFO ADVISORY SERVICES

At Precision Financial, we’ve built an expert team of professionals equipped to tackle your bookkeeping and accounting processes, accurately and reliably. No matter what your industry, we’ve developed the tools necessary to help you achieve success.

MONTHLY BOOKKEEPING SERVICES

Take control over your bookkeeping and accounting by outsourcing these processes to professionals. Our team has extensive expertise in guiding companies of all sizes, while our mobile-optimized tools give you access to your financial details via a customized, intuitive dashboard. Review financial reports, pay bills, upload receipts and check balances from your smartphone, tablet or computer. Our monthly bookkeeping services operate securely in the cloud, so you have the information you need to make informed business decisions – anytime, from anywhere.

ACCOUNTS RECEIVABLE / COLLECTIONS

  • Customer invoicing
  • Automated / recurring billing
  • Posting deposits
  • ACH / credit card payment processing
  • Monitoring past-due amounts

BANK / CREDIT CARD RECONCILITATIONS

  • Online bank account reconciliations
  • Tracking inter-account transfers

DASHBOARD

  • Up to date cash and working capital balances
  • Snapshot of current receivables and payables
  • Sales and profitability trends
  • Cash flow analysis

ACCOUNTS PAYABLE

  • Vendor invoice entry
  • Approval processing
  • Cash disbursement management
  • Loan payment processing

PAYROLL ADMINISTRATION

  • Payroll processing through the third party payroll provider of your choice
  • Payroll transaction posting

EXPENSE REPORTS

  • Credit / debit card transaction processing
  • Bill payment processing

REQUEST A CONSULTATION

Find out how Precision Financial delivers the right information, at the right time.

We’ve built an expert team of professionals equipped to tackle your bookkeeping and accounting processes, accurately and reliably.

CFO ADVISORY SERVICES

Precision Financial goes beyond monthly bookkeeping and accounting with CFO advisory services to help you grow your company. We customize our approach to the needs and goals of your business, to deliver strategic financial planning advice and guidance on building your company – while maintaining a sound infrastructure. Our knowledgeable professionals have years of experience in financial advisory services and can provide an impartial “big picture” overview of your company’s strengths and weaknesses. We offer:

BUDGETING & FORECASTING

  • Create a spending plan to meet goals
  • Compare budget to actual monthly & annually
  • Financial projections 1/3/5 years out

BENCHMARK TO INDUSTRY

  • Establish key performance indicators
  • Implement best practices
  • Comparison to industry metrics

CASH MANAGEMENT

  • Increase working capital
  • Systematic approach to monitor payables/receivables
  • Future cash projections

BUSINESS PLANNING

  • Creation of formal business plans for lenders/investors
  • Create a plan to meet growth and other business goals
  • Track your progress against metrics or financial results

FINANCING EXPERTISE

  • Assist with process of obtaining bank/investor financing
  • Review/Negotiation of debt covenants
  • Interface directly with the bank/investors

SYSTEM INTEGRATION

  • Design efficient accounting system
  • Work directly with system provider to ensure smooth implementation
  • Significant experience with Quickbooks, Intacct, Netsuite

REQUEST A CONSULTATION

Find out how Precision Financial delivers the right information, at the right time.

WHAT PEOPLE ARE SAYING ABOUT PRECISION FINANCIAL

Don’t just take it from us. Let our customers do the talking!

Chase Vernieuw
Regional CFO

“The team did a great job simplifying the accounting process of a company we acquired. They deployed the perfect balance of technology, process and people needed to make things run smoothly.”

Ryan Stephen, CCNG, Inc.
Director of Finance

“Brian was instrumental in helping us to understand how we spend cash. His financial reports were timely and helped us understand and improve our operations. As the project progressed, he became a strategic partner, not just a consultant who sent us a bill.”

301 E. 4th Street #351
Austin, TX 78701

(512) 456-3772

CERTIFICATION

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Precision Financial is NOT a CPA firm.