Preceding Point
Preceding Point specializes in individual and small business taxes, bookkeeping, payroll and financial coaching.
5.0
Average rating
1
Client Reviews
What Our Clients Say
5.0
1 Client Reviews
Chris Fohlin
February 12, 2024
Experience working with Preceding Point
been a client for a few years now. They find opportunities past companies did not and they teach along the way!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Individuals needing help with taxes (planning and filing) and/or personal finances
Small business owners or freelancers needing help with taxes (planning and filing), bookkeeping and/or payroll. We also help with accounting software setup to keep track of income and expenses.
Small business owners or freelancers needing help with taxes (planning and filing), bookkeeping and/or payroll. We also help with accounting software setup to keep track of income and expenses.
Clients who wouldNOTbe a good fit
C-corp and non-profit entities
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
Preceding Point's Tech Stack
About Preceding Point
Preceding Point specializes in taxes, bookkeeping, payroll and financial coaching. We offer a range of services to help and educate individuals and small businesses in taxes, bookkeeping, payroll, and personal finances.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
