Preceding Point is built on the principles of helping and educating others, from entrepreneurs getting their business off the ground to families navigating tax time or planning their financial future.
We work with small businesses from initial formation all the way through to achieving profitability. When it comes to personal finances, we work with individuals and families to make sense of their finances, whether it's tax time or planning for their future.
Business finance
We provide a variety of support for businesses, including bookkeeping, tax planning and preparation, payroll, and business formation.
Personal finance
People at all stages of life turn to us for tax planning and preparation as well as personal financial coaching.
Businesses We Work With
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Eaker Barbecue • Neil’s Bahr • Be Fit Gym
“Chris is friendly and professional. He was patient and answered all my questions.”