WELCOME TO PRECISION BOOKKEEPING
Our Goals For Serving You
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ORGANIZED
We will get your books organized in a meaningful way so that you will be able to understand your income, expenses, and cashflow. This will allow you to focus on the things that are growing your business and weed out the things that are weighing you and your business down.
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UP-TO- DATE
Precision Bookkeeping will keep your financial records up to date, freeing you up to focus on the day to day needs of your business. You will know where your business stands financially, allowing you to make better decisions for your business, know what your obligations are, and plan for the future.
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READY FOR TAX TIME
With organized and up to date records, tax time will be much less stressful. All of your information will be easily accessible, in order, and ready for tax season.
Our
Services
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BASIC
- Reconciliation (matching your bookkeeping accounts to your statements. This helps to ensure accuracy, increase accountability, and prevent potential fraud.)
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STANDARD
- Categorize Transactions
-Monthly Reconciliations
-Prepare Financial Statements: Profit and Loss and Balance Sheet
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PREMIUM
- Categorize Transactions
-Monthly Reconciliations
-Prepare Financial Statements: Profit and Loss and Balance Sheet, Accounts Receivable, and Accounts Payable
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ELITE
- Categorize Transactions
-Monthly Reconciliations
-Prepare Financial Statements: Profit and Loss and Balance Sheet, Accounts Receivable, and Accounts Payable
- Invoice Creation and tracking
-Bill Pay Creation and tracking
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Clean Ups
-Review, organize, and bring your books up to date
-Address any misclassifications
-Check for duplicate entries
-Clean up old or outdated records like unused accounts or vendors
-Address issues with accruals and deferrals
-Review outstanding invoices, bills, and accounts payable
Ready to Get Started?
Call us or schedule a video consultation so that we can get to know you and your needs for an accurate quote.
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Kassedy and Kerry Whitener
Bookkeepers
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Our Team
Kerry and Kassedy Whitener are a mother and daughter team with a love for numbers and mathematics.
Kerry brings 6 years of bookkeeping and 3 years of tax preparation experience to the table. She has an Associate's Degree in Accounting, Quickbooks ProAdvisor Certification, and has earned her Enrolled Agent designation with the IRS which means she is able to represent clients before the IRS.
Kassedy has a Bachelor's degree in Mechanical Engineering with nearly five years experience working as an engineer. She is an Intuit Certified Bookkeeping Professional and is working on her ProAdvisor and Data Analysis Certifications.
What Our Clients Say