Our Services


Helping small and growing businesses build stronger financial systems.

CPA-led bookkeeping, financial reporting, tax, and advisory services that provide greater financial visibility and support informed business decisions.

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Essential Foundations

STARTUPS & LOW-VOLUME BUSINESSES

Clean books from day one.

  • Monthly bookkeeping & reconciliation of up to 2 bank/credit card accounts

  • GAAP-compliant Profit & Loss and Balance Sheet delivery

  • Vendor payment oversight and expense management

  • Audit-ready financial reporting organization

  • Month-end close

  • Tax preparation

  • Email support with 24–48 hour response time

Growth & Performance

SCALING BUSINESSES

Insight that drives decisions.

  • Everything in Essential Foundations

  • Reconciliation of up to 4 bank/credit card accounts

  • Monthly analytical review of financial trends and performance drivers

  • Cash flow analysis tracking receivables and payables

  • Lean Six Sigma workflow assessment to reduce review timelines

  • Monthly 30-minute strategic advisory call

Strategic Partnership

ESTABLISHED BUSINESSES

Enterprise-level rigor. Small business scale.

  • Everything in Growth & Performance

  • Reconciliation of 5+ bank/credit card accounts

  • Quarterly advanced risk assessment and financial reporting review

  • Internal control evaluation and fraud-prevention assessment

  • Impairment & recovery analysis for receivables

  • Controller-level advisory

  • Quarterly deep-dive review call and VIP priority access

Cleanup & Catch-Up

If your records have fallen behind, we are here to help you cross the finish line. We restore order to historical data, identifying root causes of past errors, and bringing your books into compliance. Our goal is to take the "messy" out of your books, delivering a clean slate that is tax-ready and prepared for future growth.

QuickBooks Setup

A strong financial system starts with the right architecture. We work with you to design a customized Chart of Accounts and workflow tailored specifically to your industry’s needs. By setting up your system correctly from day one, we help you avoid manual redundancies and ensure your data flows efficiently from the start.

Home Healthcare Agencies Specialized Support

Built for the complexity of reimbursement-based care.
HOME HEALTH AGENCIES ONLY

  • Home-health specific Chart of Accounts setup and management

  • Revenue recognition aligned with PDGM and payor rules

  • Payor mix cash visibility: MACs, Medicaid, MCOs, Private Pay

  • Labor & margin tracking as a percentage of revenue

  • A/R aging by payor — identification of at-risk receivables and denials

  • Cost report readiness support (non-filing)

  • Audit-ready organization and fraud-prevention controls

  • Monthly advisory call focused on HHA-specific metrics

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Streamlined process to transition your business from "managing the books" to "leveraging the data." —What to Expect:

Consultation

Every partnership begins with a complimentary 30-minute conversation. We listen first to understand your goals or the root cause of your financial or process challenges, and determine how our expertise align with your needs.

Proposal & Onboarding

You receive a clear scope, understanding of our services, pricing, and checklist of what we need to get started.

Setup or Cleanup

We organize your financial foundation to prepare for and support consistent and smooth monthly financial processes.

Monthly Rhythm

We transition into a consistent monthly rhythm. Ongoing, monthly bookkeeping, financial reporting, and financial clarity.

“Learn how Prexision can support your business—complete this Discovery Form or schedule your free consultation”

If you're interested in working with us, or if you’re not sure which service tier fits your current scale, we’re happy to help you walk through your options.

Please complete and submit this Discovery Form. We'll review your message and get back to you within 24 to 48 business hours.