Full-service outsourced accounting, controller services, and fractional CFO advisory for high-growth companies. A dedicated team that knows your business inside out — amplified by AI to close your books in days, not weeks. Personal touch where it matters. Precision technology everywhere else.
From day-to-day bookkeeping to fractional CFO advisory, we cover every layer of your financial operations.
Full-cycle bookkeeping, bank and credit card reconciliation, accrual-based accounting, and monthly financial statements (P&L, balance sheet, cash flow). Every transaction categorized, every account balanced.
Integration with Gusto, ADP, Rippling, or Paychex. We handle payroll journal entries, tax liability tracking, benefits reconciliation, and compliance reporting. If you don't have payroll set up, we'll help you choose and configure one.
AR/AP management, cash flow forecasting, budget vs. actual analysis, vendor management, and internal controls implementation. We act as your outsourced controller — running your financial operations day-to-day.
Our licensed preparers handle federal and state returns, estimated payments, R&D credits, and year-end planning. We prepare everything and coordinate directly with your CPA for filing and sign-off.
Financial modeling, board-ready reporting packages, fundraising support, M&A readiness, and strategic planning. Your fractional CFO brings senior financial leadership without the full-time cost.
Multi-state sales tax compliance, 1099 contractor management, custom KPI dashboards, and ad-hoc financial analysis. Available as add-ons to any plan tier.
When you partner with PrecisionLedger, the chaos ends. Here's what changes.
GAAP-compliant financials closed in 5-7 days. Every number verified. Every account reconciled. Every month.
SOX-aligned internal controls, segregation of duties, multi-layer review, and audit trails that protect your business.
KPI dashboards, cash flow forecasting, and advisory that turns your financials into a competitive advantage.
AI handles categorization, anomaly detection, and report drafting — humans verify every output before it reaches you.
Dedicated point of contact who knows your business. And when you need 24/7 coverage, our AI voice and chat agents handle the rest.
If any of these hit close to home, you're not alone. These are the exact problems our clients faced before working with us.
My bookkeeper sends me a P&L that I don't trust — and I can't explain the numbers to my board.
Unreliable financials erode investor confidence and lead to bad decisions. You need books that tell the truth.
We're three months behind on reconciliations and our last accountant just ghosted us.
Backlogs compound. Every month you're behind makes catch-up harder and audit risk higher.
I have no idea what our actual margins are — we're guessing at pricing every quarter.
Without accurate cost tracking and margin analysis, you're flying blind on the most important business decisions.
I can never get my accountant on the phone. I send an email and wait three days for a one-line reply.
Dedicated point of contact, a real person who knows your business. And when you need 24/7 coverage, our AI voice and chat agents handle the rest.
Tax season is a scramble every year. We're always filing extensions and hoping nothing's wrong.
Reactive tax preparation means missed deductions, surprise liabilities, and unnecessary stress.
We're growing fast, but our financial processes haven't kept up. Nothing is documented or repeatable.
Growth without controls is a recipe for chaos. You need systems that scale with you — not against you.
Monthly pricing. No hidden fees. No surprise invoices.
We don't do one-size-fits-all. Each industry has unique accounting challenges, metrics, and compliance requirements. We know them inside out.
Revenue recognition (ASC 606), ARR/MRR tracking, deferred revenue, and investor-ready metrics for subscription businesses.
SaaS companies face complex revenue recognition under ASC 606, especially with multi-element arrangements and usage-based pricing. We ensure your deferred revenue schedules are audit-ready and your unit economics paint an accurate picture for investors and board members.
Multi-channel reconciliation, inventory costing (FIFO/weighted average), sales tax nexus, and marketplace fee tracking.
Ecommerce businesses deal with seasonality, multi-state sales tax obligations, and complex inventory valuation. We reconcile across Shopify, Amazon, Stripe, and Square — mapping every fee, refund, and chargeback to the right category so your margins are always accurate.
Job costing, WIP tracking, multi-entity consolidation, supply chain cost analysis, and fixed asset depreciation.
Manufacturers need precise cost allocation and WIP tracking to understand true profitability per product line. We build costing models that account for labor, materials, and overhead — giving you the data to make pricing and production decisions with confidence.
Digital asset accounting, cost basis tracking, DeFi protocol reconciliation, staking rewards, and regulatory compliance.
Crypto companies face unique challenges: volatile asset valuations, complex DeFi interactions, and evolving regulatory requirements. We reconcile on-chain transactions, track cost basis across wallets and exchanges, and ensure your books meet IRS and audit standards.
Time-based revenue recognition, utilization tracking, project profitability, retainer management, and partner distributions.
Service firms live and die by utilization and realization rates. We track project profitability in real-time, manage retainer balances, and ensure revenue is recognized correctly — whether you bill hourly, on milestone, or on retainer.
Burn rate management, cap table support, fundraising-ready financials, R&D credit tracking, and investor reporting.
Startups need clean books to raise capital. We produce investor-ready financials, track burn rate and runway, support 409A valuations, and coordinate with your legal team on cap table accuracy. When diligence comes, you're ready — not scrambling.
We integrate with the platforms you already use — pulling data automatically so nothing falls through the cracks.
Accounting is just the foundation. We build a complete financial infrastructure around your business — clarity, operations, controls, and strategy working together.
Accurate books, clean reconciliations, and financial statements you can trust. The foundation everything else is built on.
AI-powered categorization, anomaly detection, and report drafting — making your financial operations faster and more accurate.
SOX-aligned controls, fraud prevention, audit readiness, and compliance monitoring that protect your business as it grows.
Financial modeling, board-ready packages, fundraising support, and strategic planning that turns data into decisions.
We don't just do your books — we protect them. Nine layers of control that keep your financials accurate, secure, and audit-ready.
Every new vendor is verified before payment is processed. W-9 collection, TIN matching, and duplicate vendor detection prevent fraud at the source.
All financial systems access requires 2FA. No exceptions. We enforce this across your accounting platform, banking portals, and payroll systems.
Unlike firms that request admin access, we operate read-only by default. Write access requires your explicit authorization, documented approval, and full audit trail. Our team operates on a least-privilege model — always.
The person who enters a transaction is never the person who approves it. We enforce separation across data entry, review, approval, and payment release.
Every financial output goes through three layers: staff preparation, senior review, and engagement lead approval. Nothing ships without sign-off.
Sensitive financial data is transmitted via encrypted channels only. No financial data over unencrypted email. Period.
Every transaction, edit, and approval is logged with timestamps and user attribution. Full traceability for internal and external audits.
AI monitors transaction patterns and flags anomalies: unusual amounts, duplicate payments, out-of-pattern vendors, and timing irregularities.
Month-end close follows a fixed, documented schedule. Every task has an owner, a deadline, and a checklist. No ad-hoc processes.
Our AI amplifies your financial team — it never replaces professional judgment. Here’s what that means for your business.
Categorization, reconciliation, report generation
Line-by-line verification by staff accountants
Quality assurance by senior accountants
Final sign-off by engagement lead
Most firms spend weeks getting up to speed. We deliver actionable financials from day one — not week four. Our onboarding process gets you up and running quickly, without disrupting your operations.
We learn your business, review your current books, identify pain points, and scope the engagement. Free, no-obligation.
You receive a clear proposal with scope, timeline, and pricing. No surprises, no hidden fees. We agree on the plan before any work begins.
We migrate your books, clean up historical data, connect your platforms, configure reporting, and implement controls. Typically 2-4 weeks.
Ongoing monthly service begins. You get your financial package on schedule, a dedicated contact, and a team that knows your business inside out.
Sam Ledger is the AI-powered operational backbone of PrecisionLedger. Not a chatbot — a finance professional. Precise, adaptable, and always on. Sam handles the high-volume analytical work so our human team can focus on strategic judgment and client relationships.
We measure success by results. Here's what our clients experience after partnering with PrecisionLedger.
"PrecisionLedger transformed how we approach our finances. Month-end used to be a three-week nightmare — now we get clean, investor-ready financials in under a week. Their AI-enhanced process catches things our old firm never flagged. But what really stands out is how much they care. They proactively bring insights, not just reports. It genuinely feels like they’re invested in our success."
"What sets them apart is that they understand our business holistically — not just the debits and credits. They flagged a vendor payment issue that would have cost us thousands, and their internal controls gave us the audit trail we needed when our lender asked hard questions. It’s like having a Big Four controller who actually picks up the phone and treats you like family. I’ve recommended them to every founder I know."
"One of our AI-assisted reviews caught a $20,000 classification error that would have gone to the IRS uncorrected — saving the client from penalties, interest, and an audit trigger."
What changes when PrecisionLedger takes over your books.
Straight answers to the questions we hear most often.
Stop guessing. Stop chasing. Get financials that work as hard as you do.
Or reach out directly: info@precisionledger.io | (832) 520-2073
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We use third-party services including Calendly (scheduling), Google Workspace (communication), QuickBooks/Xero (accounting platforms), and our AI tools (for internal processing only). Data shared with third parties is limited to what is necessary for service delivery.
Client financial data is treated as strictly confidential. We access your financial platforms using credentials you provide, operate under least-privilege access (read-only by default), and never share client data across engagements. All client data is stored in encrypted environments with access controls.
If you are an EU resident, you have the right to access, correct, delete, or export your personal data. To exercise these rights, contact us at info@precisionledger.io. We respond to all data requests within 30 days.
We retain client data for the duration of our engagement plus seven years to comply with tax and regulatory requirements. Non-client website data is retained for up to 24 months.
PrecisionLedger LLC provides outsourced accounting, controller services, fractional CFO advisory, and related financial services as described in your engagement letter. Services are performed on a monthly retainer basis unless otherwise agreed in writing.
Clients are responsible for providing accurate, complete, and timely financial information. Delays in providing access, documentation, or approvals may impact service delivery timelines.
PrecisionLedger LLC's total liability for any claim arising from our services shall not exceed the fees paid by the client during the twelve-month period preceding the claim. We are not liable for indirect, consequential, or punitive damages. Our services do not constitute legal or tax advice — we recommend consulting with a licensed attorney or CPA for legal and tax matters.
Any disputes arising from these terms or our services shall first be addressed through good-faith negotiation. If unresolved within 30 days, disputes shall be submitted to binding arbitration in Harris County, Texas, in accordance with the rules of the American Arbitration Association.
These terms are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions.
Either party may terminate the engagement with 30 days' written notice. Upon termination, we will provide an orderly transition of your financial records and data. Outstanding fees through the termination date remain due.
PrecisionLedger uses artificial intelligence tools internally to assist with transaction categorization, anomaly detection, report drafting, and pattern recognition. AI is used as a tool to enhance our team's efficiency and accuracy — it does not make autonomous decisions about your financials.
Every AI-generated output is reviewed by a staff accountant, then by a senior accountant, and finally approved by the engagement lead before it reaches your books. No AI output is delivered to clients without human verification and sign-off.
Our AI tools operate with read-only access to your financial platforms by default. Any write access (such as posting journal entries) requires your explicit authorization, documented approval, and is logged in a complete audit trail.
Client data is never shared across engagements. Each client's data is processed in isolated environments. AI models are not trained on your proprietary financial data, and your information is never used to improve services for other clients.
PrecisionLedger's AI systems access client QuickBooks data only on-demand or on pre-approved schedules configured per client. There is no continuous polling, background scraping, or unsolicited data collection. Every API call is logged with timestamp, endpoint, and Intuit transaction ID. Token maintenance (authentication refresh) occurs automatically but involves zero data retrieval. Client data schedules are staggered and adjustable at any time.
We disclose AI involvement in our processes proactively. If you have questions about how AI is used in your specific engagement, your dedicated contact can provide a detailed explanation of the tools and workflows involved.