Bookkeeping that honors
People & Purpose

Specializing in financial services for elder care and housing organizations.

Bookkeeping and Reporting

Monthly bookkeeping and reporting to keep your business running effectively.

Cost Tracking for Compliance

Add on tracking by patient, service level or facility.  Additional reports specialized for compliance.

Tax Ready Financials

Running a business is difficult enough. Let us handle your tax filing preparedness throughout the year to include Sales Tax tracking through the year,  Year end 1099 and/or W-2 reporting.  

**NOTE – We do NOT offer income tax advice nor filing.

Who WE serve

At Precision with Honor Bookkeeping, we specialize in financial services for elder care and housing organizations.

Whether you’re managing independent or assisted living homes, renting multi-family housing, or growing a real estate business, we’ve got your six.

Healthcare and Housing-Focused Organizations

 

Elder Care and Housing Providers

 

Residental Assisted Living (RAL) Owners and Investors

Real Estate Professionals and Service Providers

 

Multi-Family Housing Unit Owners and Managers

 

Veteran, Military, First Responder, and Surviving Family-Owned Businesses

Our SErvices

Package Options

Essential Care Support

  • Monthly transaction tracking
  • Monthly Transaction Categorization and Clarification
  • Monthly Account Reconciliations
  • Quarterly Services Review Meeting
  • Semi-Annual Financial Statements Package
  • Annual meeting and as needed collaboration with your tax professional to ensure a smooth tax filing process

Enhanced Operational Insights

Includes everything in the Essential Care Support package plus,
Monthly Financial Statements delivered within 15–20 days, including:
  • Balance Sheet
  • Profit & Loss
  • Statement of Cash Flows

Quarterly Financial Review with insights into trends, risk areas, and opportunities — helping prevent small issues from becoming big problems.

 

Optional 30-minute Quarterly Meeting to walk through financials, trends, and strategic next steps.

Enriched Facility Oversights

Includes everything in the Enhanced Operational Insights package plus,
  • Quarterly Specialized Statements reports designed with and for your business to assist operations in:
  • Summarizing costs by resident or service type
  • Identifying trends in staffing or supply expenses
  • Demostrating services to care plan compliance
  • Verifying billing to care plans
Optional 30-minute Quarterly Meeting to walk through financials, trends, and strategic next steps.
Optional Cost tracking designed for and with your business to assist operations. Some examples:
  • Add-on tracking per patient for compliance to treatment plans and performance insights
  • Add-on tracking per service level for compliance to service billing and performance insights
  • Add-on tracking per facility for property-level profitability and performance insights

Additional and Individual Service Options

Extras and Expanded Services

Any or all of these services can be added to any package.

  • Payroll via Gusto
  • Vendor 1099s at end of year
  • Employee W-2s at end of year
  • Sales Tax tracking

Clean Up and Catch Up Projects

We will clean up or catch up your books, organize your accounts and clarify your past and current financial pictures.   
*Discounted if contracted with monthly services!

Payroll Management

  • Weekly or bi-weekly payroll via Gusto
  • Includes: W-4 tracking, Employee W-2 reporting at end of year
  • Weekly or bi-weekly or ad-hoc contractor payments via Gusto
  • Includes: W-9 tracking, Vendor 1099s at end of year

Our MIssion: YOU

Precision with Honor Bookkeeping’s Mission is to deliver clarity, confidence, and peace of mind through bookkeeping that supports safe housing and compassionate care, while honoring the legacy of our elders and the service of our military and first responder heroes. 

Why Choose us

Founded by a Gold Star wife, Precision with Honor Bookkeeping was born from a deep committment to patriotism, service, family, and community. 

With over 20 years of experience in data management and a passion for accounting, we bring precision and empathy to every engagement — especially for those working at the intersection of healthcare and housing. 

OUr Core Values

Precision with Honor Bookkeeping operates on a foundation of integrity and trust.

Encouragement

Supporting business goals and dreams of our clients.

Integrity

Transparent, ethical, and accurate services.

Excellence

Insightful financial support that drives growth. 

Collaboration

Building strong partnerships to uplift communities.

Honor Elders

Supporting those who care for our aging population with dignity. 

Committment

Personalized care and respect for every client. 

Patriotism

Honoring U.S. service members through service and giving. 

In Sourcing

While we value global collaboration, our team is made up exclusively of US citizens, regardless of where they live. 

WE proudly Give back to

Business of the Month

Each month, Precision with Honor showcases a business.

Read below to learn more about this month’s Business of the Month!

CyberSecurity4Biz

My passion is working with solopreneurs and micro businesses so they can protect their customer’s information. – Todd Mitchell, Owner/Consultant

The Business of the Week is shared to celebrate and support small businesses and mission-aligned enterprises. Precision with Honor does not endorse, represent, or assume responsibility for the business, its services, or its practices. This feature is intended purely for informational and inspirational purposes.

Contact us

Schedule a free consultation or a free Diagnostic Review here.