About us
The story behind Precision Bookkeeping & Advisory Solutions LLC: Precision Bookkeeping & Advisory Solutions LLC was born from a simple but powerful realization: small business owners deserve enterprise-level financial clarity—without the complexity.
With over two decades of experience in enterprise IT architecture, business process optimization, and financial systems leadership across Fortune 500 companies like FedEx, Pfizer, and American Express, I often saw how access to clean, reliable financial data empowered large businesses to make smart, strategic decisions. But when I looked at the small business landscape, I saw the opposite—entrepreneurs overwhelmed by spreadsheets, late reconciliations, and guesswork.
That contrast inspired me to act. Since 2015, I’ve been providing bookkeeping, payroll, and financial reporting services for real estate investments and consulting firms I was personally involved in—transforming disorganized financial records into streamlined systems that supported growth and profitability.
Out of that hands-on experience—and a deep desire to help others gain the same financial clarity—I founded Precision Bookkeeping & Advisory Solutions LLC. Our mission is to empower small business owners with the tools, systems, and insights they need to run their businesses confidently. Whether you’re just starting out or scaling up, we’re here to help you make informed decisions based on real-time data—not assumptions. We’re not just bookkeepers. We’re strategic partners committed to: Organizing your finances with precision, Simplifying QuickBooks for real-world use, Delivering meaningful reports, not just raw data, Providing personalized, human support—not a call center. At Precision, every client is treated like a partner—and every number tells a story we help you understand.
Our long-term vision
At Precision Bookkeeping & Advisory Solutions LLC, our long-term vision is to become a nationally recognized leader in strategic bookkeeping and advisory services—empowering thousands of small businesses, solopreneurs, and real estate investors with the financial clarity, systems, and insights they need to build profitable, sustainable, and scalable businesses.
We aim to go far beyond traditional bookkeeping. We envision a future where Precision becomes:
A Trusted Financial Growth Partner. Not just a service provider, but a go-to advisor and long-term ally for small business owners who want to make confident, data-driven decisions and reach their next level of success.
A Knowledge Hub for Financial Empowerment. Through educational content, training, workshops, and mentorship, we aim to become a hub where business owners learn to understand, own, and act on their financial data with confidence—regardless of their background.
A Scalable, Multi-State Operation with a Personal Touch. We aspire to serve clients across the U.S., expanding our reach while preserving our boutique-level care, responsiveness, and customization—powered by virtual tools, cloud systems, and a skilled advisory team.
A Catalyst for Generational Wealth Creation. By supporting underserved small businesses—including minority-owned, women-owned, and first-generation entrepreneurs—we strive to help clients build long-term wealth, financial literacy, and legacy-focused business models.
A Mission-Driven Team That Reflects Our Values. As we grow, we will build a purpose-driven team that shares our commitment to accuracy, integrity, client empowerment, and continuous improvement—cultivating a culture of excellence and service.
Precision Bookkeeping & Advisory Solutions Help business owners sleep better at night, grow stronger during the day, and build a business they’re proud of.
What sets us apart
At Precision Bookkeeping & Advisory Solutions LLC, we don’t just record transactions—we empower business owners with financial clarity, strategic insights, and growth-focused support.
Here’s why businesses across Miami choose us over traditional bookkeeping firms:
Enterprise-Level Expertise, Small Business Focus. Our founder brings over 20 years of leadership in enterprise IT architecture and business finance for global companies like FedEx, Pfizer, and American Express. We apply those proven frameworks to help small businesses gain the same level of operational efficiency and insight—without the corporate complexity.
We bring Wall Street-level thinking to Main Street businesses. Tailored Services – No One-Size-Fits-All. Unlike volume-based bookkeeping shops that treat clients like ticket numbers, we offer deeply personalized, industry-specific solutions. Whether you're a real estate investor, startup founder, contractor, or consultant, our services are built around your actual operations, not just your bank feeds.
We customize, optimize, and advise based on your business—not generic templates.
End-to-End Bookkeeping + Advisory. We go beyond traditional bookkeeping by combining QuickBooks expertise, hands-on payroll processing, and advisory services that help you interpret financial data to guide smarter business decisions.
From setup to cleanup, from reporting to strategy—we’re with you every step of the way.
QuickBooks ProAdvisor Certified + Real Results. We’re not just certified—we’re strategic. With deep knowledge of QuickBooks Online and real-world implementation experience, we help you go beyond the basics to automate tasks, catch costly errors, and maximize your system’s full potential.
We turn your QuickBooks file into a business growth engine.
Hands-On Partnership, Not Just a Service. When you work with Precision, you gain a trusted financial partner—not a distant, outsourced team. We are Miami-based, relationship-driven, and invested in your long-term success.
We know your name. We answer your calls. We show up when it counts.
