Services

Bookkeeping Services

As a business owner, staying on top of your finances isn’t just good practice—it’s critical for sustainable growth, smart decision-making, and peace of mind. We offer a full range of bookkeeping solutions tailored to meet your unique business needs—whether you’re just starting out or scaling fast.

Monthly Bookkeeping

Categorizing income & expenses
Reconciling bank and credit card accounts
Providing monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Optional QuickBooks Online management

Catch Up Service

Organizing past financial data
Correcting errors and gaps in prior records
Rebuilding financial clarity from months or years of backlog

Tax Services

Individual Tax Services

Tax season doesn’t have to be overwhelming. We offer comprehensive tax preparation and support for individuals and families, ensuring you get every credit and deduction you deserve.

Federal and state income tax preparation
Electronic filing (e-file) for faster refunds
Tax planning and estimated tax payments
Filing for all income types (W-2, 1099, self-employment, rental income, investments)
Child tax credit, education credit, and earned income credit support
Prior-year tax filing and amendments
IRS correspondence and audit support

Corporate & Partnership Tax Services

As a business owner, your tax needs are more than just filling out a return. I help you plan strategically, stay compliant year-round, and identify opportunities to reduce your tax burden.

Federal and state tax return preparation (Forms 1120, 1120S, 1065, Schedule C, etc.)
Sole proprietors, partnerships, LLCs, S-Corps, and corporations
Payroll tax filings and 1099 preparation
Sales tax reporting and filing
Quarterly estimated tax payments
Year-end tax planning and projections

Financial Advisory Services

Growing a business takes more than just hard work—it requires strategic financial insight and smart planning. Our Financial Advisory services are designed to help entrepreneurs, small business owners, and startups scale with confidence by turning numbers into actionable strategies.

We go beyond basic bookkeeping and tax prep. We help you understand the full picture of your finances so you can make informed decisions, manage growth wisely, and stay on track to meet your long-term goals.

Growth

When your business is ready to grow, your financial strategy needs to grow with it. We provide forward-thinking guidance tailored to your goals—whether you’re expanding operations, hiring staff, increasing revenue, or preparing for investment.

Business budgeting and forecasting
Cash flow analysis and improvement strategies
Growth and profitability planning
Business performance reviews (KPI tracking and analysis)
Expansion planning (new locations, hiring, scaling services)
Break-even and pricing analysis
Financial decision support (equipment purchases, loans, investments)

Mergers & Acquisitions

At Precision Solutions & Advisory, we understand that mergers, acquisitions, and business sales are among the most significant financial decisions a business owner can make. These transactions not only impact the future of your company but also your personal financial goals and legacy.

Our M&A advisory services include:

Business Valuation: Accurate and thorough valuations to understand the true market value of your business or acquisition target.
Buy-Side Advisory: Strategic assessment and financial due diligence to identify and secure acquisitions that drive growth.
Sell-Side Advisory: Preparation and positioning to optimize the value of your business prior to sale, including financial organization and negotiation support.
Deal Structuring: Expert advice on tax-efficient and financially sound transaction structuring tailored to your unique situation.
Post-Transaction Integration: Assistance with financial and operational integration to ensure a smooth transition and sustained success.

Financial Crisis

When your business faces uncertainty or unexpected challenges, having a trusted financial advisor can make all the difference. We help business owners assess their financial position, manage cash flow carefully, reduce expenses, and develop strategic action plans to weather the storm. Our goal is to support you in making informed decisions that protect your business today and set the foundation for a stronger, more resilient future.

Ready to Take Control of Your Financial Future?

Whether you’re looking for expert bookkeeping, reliable tax preparation, strategic financial advisory, or support with mergers and acquisitions, we’re here to help your business thrive. Our personalized services are designed to meet your unique needs and provide the clarity and confidence you deserve.

Let’s work together to build a stronger, smarter financial foundation for your business.