Preceding Point
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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
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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Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
