SERVICES
Learn more about how to work with Precision Point Advisors.
Controllership and Outsourced CFO
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OVERVIEW
As your business grows, so do the financial decisions that drive its success. Our Controllership and Outsourced CFO services provide the financial leadership and strategic insight you need—without the cost of a full-time executive. We work alongside you and your staff to strengthen financial processes, improve reporting, manage cash flow, develop budgets and forecasts, and provide the guidance needed to make confident business decisions.
We understand that no two businesses are alike, which is why our services are tailored to fit your unique needs and stage of growth. Whether you're a startup needing financial direction or an established company looking for executive-level support, no business is too big or too small. We become an extension of your team, providing practical advice, accountability, and a customized approach that helps your business achieve its financial goals.
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MONTHLY SERVICES (SUBSCRIPTION)
Month-End Close of Books and Records
Accounts Receivable and Accounts Payable
Payroll Processing and/or Monitoring
State Tax (Sales, Transient etc.)
Filing and Payment Remittance
Fixed Asset and Loan Additions
Intercompany Transaction Tracking
Monthly Strategy Meetings (via phone or virtual)
Additional Services Available Upon Request
Advisory Services
Our Advisory Services go beyond bookkeeping and tax preparation. We partner with business owners throughout the year to help them understand their financials, improve cash flow, increase profitability, and make informed business decisions with confidence. Through regular financial reviews, tax planning, budgeting, forecasting, and key performance analysis, we provide practical guidance tailored to your business goals. Whether you're focused on growing your company, hiring employees, investing in new opportunities, or simply gaining better control of your finances, we're here to help you build a stronger, more profitable business—not just preparing for tax season.
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SPECIAL PROJECTS
Payroll Set-Up
Business Entity Selection and Reclassifications
Bookkeeping and Technology Application Clean-Up
Additional Projects Available Upon Request
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BUSINESS DATA ANALYTICS
Ratio Analysis and Company Scale-Up
Budgeting and Forecasting
Business Acquisition and Brokerage Services
Job Costing (All Industries)
Accounting Technology Application Integration
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OPERATIONS & HUMAN RESOURCES
Workers Compensation Audits
Loss Prevention and Risk Management
Employee Recruitment and Compensation Package Calculations (All industries)
Operational Work-Flow Computations for Staff
Referrals and Consultations with Other Specialists
Tax Preparation and Compliance
Our tax services go beyond simply preparing returns. We provide proactive tax planning, accurate tax preparation, and ongoing compliance support to help individuals and business owners minimize tax liability while staying compliant with ever-changing tax laws. By understanding your financial goals and business operations, we identify opportunities throughout the year—not just at tax time—to improve cash flow, maximize deductions, and avoid costly surprises. Whether you need business, individual, payroll, or sales tax assistance, our goal is to give you confidence that your taxes are handled correctly so you can focus on what you do best.
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ANNUAL TAX PREPARATION SERVICES
Annual Federal and State Tax Return Compliance Filings (Business, Personal, Nonprofits and Fiduciary)
Annual Income Tax Planning
Business Tangible Personal Property Tax Filings
Franchise Tax Filings
1099 Compliance Filings
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TAX COMPLIANCE
Fixed Asset Tax Strategies (Depreciation and Cost-Segregation Applications)
Multi-State Tax Strategies and Troubleshooting
Tax Credit Research and Filings
IRS and State Tax Law Consulting
Outsourced Contracted Staff
Need additional support during busy seasons or for ongoing client work? We provide experienced outsourced accounting and tax professionals to help your firm when you need it most. Whether you're looking for short-term assistance during tax season, help with special projects, or recurring support throughout the year, our team integrates seamlessly with your firm so you can serve your clients with confidence.
Contact us to learn how our flexible staffing solutions can support your practice.
New Company Start-Up
Have a concept for a new company? Or already in the process and need help filing in the blanks? We offer set-up and training as it pertains to bookkeeping and tax. Please contact us for further information about this service.