Frequently Asked Questions

Precise Tally has experienced bookkeepers with backgrounds in different industries.  We understand what it’s like to walk in your shoes and what it means to have accurate and timely books to run and grow your business.

Gather your company’s information such as the number of bank accounts, credit cards, etc, along with the typical month’s volume of payables, payments, invoices, receipts, and the number of employees.

We look forward to learning more about you, your goals, and your expectations at our appointment.

All of Precise Tally’s subscriptions are on a month-to-month basis. After your 14-day risk-free assessment, you will be billed for your next month of service. Your billing date will be the same day every month. If you need to cancel for any reason, you can do so within your customer portal or by sending a request to a Precise Tally bookkeeper. 

Precise Tally’s misc. tax filing services (excluding sales tax filings) are a one-time service and bill at a one-time fee.

Your CPA’s experience is likely in taxes. Precise Tally takes the place of having staff in-house doing your bookkeeping. We come from business backgrounds and are experienced with the day-to-day issues faced by most businesses. The typical CPA doing taxes has always worked in a CPA firm and has not worked in the industry.

Precise Tally can handle all of your non-income tax needs. These include 1099’s, W2’s, payroll tax, sales and use, and property taxes. 

Because Precise Tally serves a number of clients, we can hire more experienced bookkeepers who are carefully screened and have many tools to be efficient in their work. We are a more effective solution for small businesses rather than trying to fit the job into a full-time employee’s other duties.