Find Out What Your Financials Really Say

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Every set of books is telling a story, and most owners have never had anyone check whether it's true. The financials look fine at a glance, taxes get filed, the bank stays quiet, and so nobody asks the harder questions: Would these balances survive scrutiny? Is anything missing a control that an unscrupulous employee could exploit? Are there costs everyone stopped seeing years ago, or a flag the tax preparer should have been told about? Problems in the books don't announce themselves. They wait for the worst possible audience to find them first.

Precision Financial's financial review is a structured, periodic examination of your company's financial position and practices, performed by credentialed accountants who look at company files for a living. We assess the quality of the books, the strength of your controls, the shape of your cost structure, and anything your tax preparer ought to know about, then deliver findings in plain English with a prioritized list of what to fix. It's a diagnosis, done on your schedule, before someone else's schedule forces it.

What's Included

Books quality assessment

We test whether your records would hold up: reconciliations, balance support, revenue and expense classification, and how far the file drifts from reality. You learn exactly how much to trust your own reports.

Internal controls review

Who can move money, who approves what, and where one person has enough unchecked access to cause damage. Most small-business fraud runs through gaps this review is designed to catch.

Cost structure analysis

A line-by-line look at what the business spends and why, surfacing the subscriptions, contracts, and habits that outlived their usefulness. Reviews routinely pay for themselves here.

Tax posture flags for your preparer

We don't prepare taxes, and we don't pretend to. We identify the classifications, elections, and exposures your tax preparer should weigh in on, documented so the conversation actually happens.

Benchmark observations

Your margins, spending patterns, and balance sheet viewed against what we see across the hundreds of company files we've worked in, so you know which of your numbers are normal and which deserve a hard look.

A prioritized findings report

Everything above condensed into a written report, walked through with you live: what's solid, what's broken, what it costs you, and what order to fix it in.

Who It's For

Reviews fit businesses at a checkpoint: owners who inherited or acquired books they didn't build, companies preparing for a loan, audit, or eventual sale, businesses that have grown fast while the accounting stayed the same size, and owners with a quiet feeling that something in the numbers is off. It's also the natural first step before engaging any ongoing service, ours included: many clients start with a review so both sides know exactly what they're working with.

Why Precision

A review is only worth what the reviewer has seen before, and Precision's accountants have seen the inside of hundreds of company files, from brand-new ventures to companies with nine figures in revenue. Our CPA, CMA, and CGMA credentials mean the assessment is held to a professional standard, and because we serve clients worldwide from a San Diego base, the whole review runs remotely against your cloud accounting file. You get an honest expert read on your financial house, with no obligation to have us fix what we find.

Success Stories

Instead of making decisions from my gut, I am now armed with solid data and a team of people who answer my 'what ifs'
Danielle Gomez

Get Started on Your Financial Journey with Us

When did someone last kick the tires on your financials? Book a review and get the honest read.

Request a review