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.
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
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
Client Type
Services Offered
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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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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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.
