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Your Partner in Finance and Accounting

Need help with the numbers side of things?

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That's where we come in. We like to think of ourselves as uncertainty eliminators - ensuring you have the answers you need to live your life with peace of mind.

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Services

Get the help you need. If we don't offer it, we'll connect you with someone who does.​

Bookkeeping

Let's face it, you didn't start your business to do accounting. We get it. We're here to take care of the numbers, so you can focus on what you do best. We'll help you keep more of your profits and understand your business's financial picture, clearly and simply.

Tax Preparation

Taxes... They kind of suck. We do what we can to make them suck less and help you keep more of your hard earned money.

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Our process makes your work easier, starting with a quick, 5-10 minute questionnaire to get the ball rolling.

Financial Planning

Multi-year tax strategy paired with tax-efficient investing based on your ideal life… That’s a powerful combo.

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Personal financial planning means making sure your current risks are covered while planning for the future.

Our Story

We started this firm in 2024 to make business fun again.

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As business owners who work with business owners, we know that juggling everything in your business and your personal life is hard.

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You don't want to be spending your time with bookkeeping and taxes, but you also don't want to hire someone who doesn't care about your business the way you do - or worse, someone who doesn't know what they're doing.

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That's where we come in - partnering with your business to help you grow and spend more time doing what you love.

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Learn more about our individual experience and skillsets on our Team page.

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Accounting services offered through Preece Accounting Services LLC which shares ownership with Preece Financial Planning, a DBA of Wealth Planning Advisors LLC, a Registered Investment Adviser (RIA). For information on other DBAs, please review form ADV 2A for Wealth Planning Advisors LLC.


Financial and investment advice and planning offered through Wealth Planning Advisors LLC. Financial advice and planning are only offered to clients who have a signed and active engagement with Wealth Planning Advisors LLC.

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Preece Accounting Services LLC may do business as Preece Financial Planning.

 

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