Updated Articles

  1. Payment Instructions

    The Gold Standard of...   Remittance Paying Precision Financial LLC Payment Remittance Instructions Wire Transfers Recipient Name:  ...
  2. Creating a QuickBooks Desktop Portable Copy

    The Gold Standard of...   Creating a QuickBooks Desktop Portable Copy 1 - Create a portable copy of the QB file. Instructions here: Create a portable company file.      • Open QuickBooks and log in as an admin....
  3. AMEX - Adding an Account Manager

    The following are step-by-step instructions on how to add us to your American Express account as an Account Manager. 1. Login to Amex and click the Account Manager menu item on the top menu bar of your  screen.   2. Click Mana...
  4. Chase Account Management

    Add New Users to your Chase Account 1. Review Specified User Information to use in Account Creation:  Name: Wesley Lindquist Phone Number: (619) 940 6526 Email Address:  This is specified in the email you...
  5. The Standard Playbook for Accounting

    The Gold Standard of...   Playbook for Accounting ...
  6. Inviting PFLLC to Quickbooks Online

    Inviting Precision Financial, LLC as a QuickBooks Online User (using QB@PrecisionFinancialLLC.com ) Download Here to Send to Others: Inviting Precision to QuickBooks Online   Instructions 1. Click on the gear icon in the t...
  7. Precision Sample Financial Report

    Financial Reporting by Precision Financial We love to provide insightful, analytical financial reports that business managers can use to understand trends in the company's financial health and to manage the business by numbers. Pr...
  8. Scoping Reports from QuickBooks

    If you are unable to provide us access to your accounting system, please provide us with the following reports: Export the below reports to Excel on an Accrual Basis. Balance Sheet - YoY All Dates Date range: All Dates Columns: ...