Bookkeeping + Intelligence + Relationships
World Class Accounting & Finance Expertise for Businesses
Providing top notch bookkeeping, insightful financial reports, month end close, forecasting and CFO guidance to businesses.
Bookkeeping
+
Intelligence
+
Relationships.
Equipping business owners with clear
financial insights for confident growth.
Clear Numbers, Confident Decisions
We simplify your business finances so you can focus on profit and growth.
OUR SERVICES
Your Business, Managed by the Numbers
We provide a full range of accounting and financial services to meet the different needs of our clients.
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Bookkeeping & Accounting
Accurate, reliable bookkeeping and accounting designed to keep your financials organized and up-to-date, empowering you to make data-driven decisions.
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AP & Cash Management
Streamline your accounts payable and manage payments with ease, ensuring smooth operations and maintaining positive vendor relationships.
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Fractional Controller
Gain financial clarity with a dedicated controller to oversee your accounting processes, budget management, and compliance, tailored to your business needs.
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Fractional CFO
Strategic financial leadership without the full-time cost, guiding your business through complex decisions and supporting sustainable growth.
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Forecasting & Modeling
Prepare for the future with precise forecasting and financial modeling that helps you anticipate cash flow needs and seize growth opportunities.
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Financial Statement Preparation
Receive professional, compliant financial statements that reflect the health of your business, offering transparency for stakeholders and future planning.
Challenges We Help You Overcome
Managing a business can be tough when your financials are slow, inaccurate, or hard to understand. That’s why we focus on delivering timely financials, accurate accounting, and insightful analysis—all backed by strong personal relationships to help you feel confident and in control.
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Feeling Like Your Accounting Isn't Running Smoothly?
Accounting should run smoothly and accurately like a well-oiled machine.
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Not Receiving Timely Financial Reports?
Our process ensures you get clear, timely insights to stay in control of your business finances.
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Unsure What Business Decisions To Make?
Our team loves to help business owners make decisions based on the numbers.
How Accounting Should Work
Good accounting is more than numbers. It's about creating clarity, trust, and confidence to make smart business decisions. Our proven process ensures your accounting is accurate, reliable, and ready to help you grow.
How Accounting
Should Work
Good accounting is more than numbers. It's about creating clarity, trust, and confidence to make smart business decisions. Our proven 6-Step Process ensures your accounting is accurate, reliable, and ready to help you grow.
Our Values
Committed to transparent insights, tailored support, and sustainable growth for every client.
Monthly Financial Statements are Critical
Precision Financial understands that timely financial statements are the cornerstone of effective business financial management. These statements serve as the business’s scoreboard, provide a clear picture of performance, form the foundation for accurate forecasting, and guide informed decision-making.
Accurate Accounting Is Important
When managing the business by the numbers, an accurate scoreboard makes a difference. Numbers tell the story of the business, so the numbers need to be right.
We Are In This Together
Every business owner needs a trusted financial expert to offer guidance and deliver actionable recommendations. At Precision Financial, we build long-lasting, personal relationships with our clients.
Success Stories
"I have more visibility into our finances than ever before. With the finances confidently under control, now I can focus on business strategy."
John Lethert
Success Stories
"I have more visibility into our finances than ever before. With the finances confidently under control, now I can focus on business strategy."
John Lethert
Meet the Team Behind Your Financial Success
With years of combined experience, our team brings deep financial expertise and a passion for helping clients achieve their goals.
Wesley Lindquist
CPA & MBA
Precision Financial, LLC is owned and managed by Wesley Lindquist, Chief Accounting Guru.
Nicole Chen
CMA & MBA
Nicole has managed dozens of bookkeepers and worked with dozens of companies as a part-time accountant or CFO.
Greg Wilson
CPA & CGMA
Greg has over 10 years of experience in CFO and financial management services for small and mid-sized businesses across a wide range of industries.
Get Started on Your Financial Journey with Us
Let’s work together to bring clarity and control to your business finances. Schedule a call with our team to explore how we can help you achieve your goals.