Prexision CPA & Bookkeeping Services

Financial clarity is just a conversation away…

Accountant (show on map)

Accounting, Bookkeeping & Tax Services for Small Businesses, with a specialization in Home Health Agencies.

About

Prexision CPA & Bookkeeping Services provides accounting, bookkeeping, tax preparation, and process optimization for small businesses, with a specialty in home health agencies. Our work focuses on maintaining accurate, organized, and dependable financial records so business owners can make informed decisions with confidence.

We understand that managing a business often leaves little time to focus on financial details. Inconsistent records can quickly lead to confusion, unnecessary stress, and costly corrections, especially in regulated and reimbursement-driven environments especially. Prexision brings structure and consistency to your financial systems so reporting remains clear, reliable, and ready when needed. At Prexision, you gain a trusted partner committed to helping you move forward with confidence.

CPA-Led Firm

Lean Six Sigma Approach

Specialization in Home Health Agencies

Audit-Ready Financial Reporting

Services

Monthly Bookkeeping & Reconciliations

We provide a clear, accurate 'point of origin' for your finances every month. By applying Internal Audit rigor to your daily transactions, we ensure your dollars are accounted for and categorized correctly. We handle the meticulous work of matching your records to your bank and credit accounts, giving you a solid foundation you can trust for daily operations and long-term planning.

Cleanup & Catch-Up Bookkeeping

If your records have fallen behind, we are here to help you cross the finish line. We restore order to historical data, identifying root causes of past errors, and bringing your books into compliance. Our goal is to take the 'messy' out of your books, delivering a clean slate that is tax-ready and prepared for future growth.

Financial Reporting

Numbers tell a story, and we make sure yours is easy to read. We deliver professional, Profit & Loss and Balance Sheets that move beyond data entry to provide actual insight. Our reporting is designed to be owner-friendly, highlighting the trends and drivers that impact your bottom line so you can make informed decisions with confidence.

Tax Preparation

We take the stress out of tax season. We don't just review your numbers; we prepare your federal and state returns, focusing on accuracy and opportunity.

QuickBooks Setup

A strong financial system starts with the right architecture. We work with you to design a customized Chart of Accounts and workflow tailored specifically to your industry’s needs. By setting up your system correctly from day one, we help you avoid manual redundancies and ensure your data flows efficiently from the start.

Process Optimization

Drawing on our Lean Six Sigma background, we look for ways to make your business run smoother and faster. We perform targeted audits of your financial workflows to identify and eliminate manual roadblocks. Our focus is on increasing your team's productivity, so you can spend less time on paperwork and more time on your mission.

Credentials & Certifications

CPA

Lean Six Sigma Background

Frequently Asked Questions

What services does Prexision CPA & Bookkeeping Services provide? +

Prexision provides bookkeeping, accounting, tax preparation, and financial reporting for service-based small businesses, with a specialty in home health agencies. Services include monthly bookkeeping, cleanup and catch-up work, tax preparation, and process improvement to keep financial records accurate, organized, and dependable.

Do you work with small businesses outside of home healthcare? +

Yes. While Prexision specializes in home health agencies, we also work with service-based small businesses that value clear records, accurate bookkeeping, and reliable financial reporting.

Do you provide monthly bookkeeping services? +

Yes. Monthly bookkeeping services include transaction recording, account reconciliations, financial reporting, and review of financial activity to help business owners stay informed and organized throughout the year.

Do you prepare business and individual tax returns? +

Yes. Prexision provides tax preparation for small businesses, including Schedule C, partnerships, and corporations. Clean, organized bookkeeping helps ensure tax returns are prepared accurately and efficiently.

What accounting software do you support? +

Most clients use QuickBooks Online, but we can review other systems as needed. Using a consistent accounting system helps maintain accurate records and reliable financial reporting.

Do you offer cleanup or catch-up bookkeeping? +

Yes. Cleanup and catch-up services are available for businesses with incomplete or disorganized records. This includes correcting past transactions, reconciling accounts, and preparing financial reports so your books are current, compliant and ready for tax preparation.

Do you work with home health agencies? +

Yes. Prexision specializes in home health agencies. We have experience working in healthcare and regulated environments, and understand the importance of accurate records, reimbursement tracking, and audit-ready financial reporting for home health agencies.

Do you provide payroll or billing services? +

At this time, Prexision focuses on bookkeeping, financial reporting, and tax preparation. Payroll, billing, and claims processing are not included unless specifically agreed as part of a custom engagement. Specifically for HHAs: While we do not process payroll directly, we provide high-level payroll oversight. We reconcile your third-party payroll data (Gusto, ADP, etc.) against your general ledger to ensure labor costs and vendor payments are accurately reflected and compliant with your internal policies.