Name

Preceding Point

Legal name

Preceding Point

Website

https://precedingpoint.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation Services: Professional tax preparation for individuals and businesses, including income tax return preparation, tax planning, and filing services. Revenue generated through service fees for tax preparation engagements.
2. Bookkeeping Services: Ongoing bookkeeping and financial reporting services for small businesses. Provides profit & loss reports, cash flow tracking, and financial oversight on a recurring basis.
3. Payroll Services: Payroll setup and compliance services through partnership with Gusto, including bank integration, tax filings, and withholding management.
4. Business Formation Consulting: LLC, S-Corp, and partnership formation guidance including entity selection, state paperwork filing, EIN obtaining, and IRS compliance setup.
5. Notary Services: Quick notarization services for documents including contracts, financial documents, wills, and power of attorney. Texas state-mandated pricing: $10 first document + $1 per additional document.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Preceding Point provides professional tax preparation, ongoing bookkeeping, payroll setup, business formation consulting (LLC, S-Corp, partnership), and notary services for individuals, families, and small businesses in the Houston, TX area. The firm integrates with Xero for bookkeeping and Gusto for payroll, operates through a consultation-first model with a secure client portal, and emphasizes year-round proactive tax planning led by founder Chris Sudjadi.

Product overview

Preceding Point is a unified service offering that combines tax preparation, bookkeeping, notary services, business formation consulting, and payroll services. The core offerings center on tax preparation and bookkeeping for both individuals/families and small businesses, with ancillary services including notary and business formation delivered as integrated add-on modules. The company partners with Xero for accounting/bookkeeping and Gusto for payroll to deliver a comprehensive financial management suite.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Services Professional tax return preparation for individuals and small businesses, including proactive tax minimization strategies, tax withholding adjustments, retirement contribution optimization, and filing support.
• Bookkeeping Services Streamlined bookkeeping for small businesses delivering real-time profit and loss reports, cash flow tracking, bank and credit card integration via Xero, and management of other accounting platforms including QuickBooks.
• Payroll Services Payroll setup and compliance services for small businesses through Gusto, including bank integration, unemployment tax filings, payroll schedule guidance, and management of tax withholdings.
• Business Formation Consulting Consulting on LLC, S-Corp, or partnership formation including entity selection for tax savings and liability protection, state paperwork filing, EIN obtainment, and IRS compliance setup.
• Notary Services Quick notarization service for documents such as proof of income, contracts, wills, and power of attorney, completed in 15 minutes or less at Texas state-mandated per-document pricing.

Quantifiable outcome

• Tax savings through S-corp formation and strategic planning

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• XerocoreTechnology or IntegrationXero Silver Partner and Certified Advisor. Preceding Point partners with Xero as their lead accounting software for seamless bank and credit card integration, providing clients with real-time financial reporting and streamlined bookkeeping services.
• Relay FiminorOthersCertified Banking Partner. A banking partnership providing financial services integration and expertise.
• GustocoreTechnology or IntegrationPreferred payroll provider. Preceding Point uses Gusto for client payroll setup including bank integration, unemployment tax filings, and payroll schedule guidance. Recommended as the payroll solution for small business clients.
• Workplace 1919minorOthersCoworking space provider. Preceding Point's office is located in Workplace 1919, a former church beautifully restored as a coworking space along Washington Avenue near downtown Houston.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Emerging players

• Botkeeper: Automated bookkeeping service combining AI/ML with human reviewers for SMB accounting. Comparable on the bookkeeping delivery model for small businesses, but with a more technology-led cost structure.

Broad incumbents

• Intuit TurboTax / QuickBooks Live: Dominant DIY tax-prep and small business accounting software platform, with QuickBooks Live adding human assisted bookkeeping. Comparable as competing channel for the same SMB/individual customer, with vastly greater scale and brand.
• BDO USA: Large accounting and advisory firm serving SMBs through middle market with tax, bookkeeping, and payroll. Comparable on service breadth (tax/bookkeeping/payroll) but operates at enterprise scale with multiple service lines.
• Jackson Hewitt: Large franchised tax preparation network serving individuals and SMBs. Comparable on core tax-prep offering and SMB/individual customer base, but with a national franchise footprint and productized pricing model.
• H&R Block: National tax preparation chain offering in-person and online filing for individuals and small businesses. Comparable as a competing tax-prep channel but operates at much larger scale and broader footprint than Preceding Point's Houston-only boutique.
• Liberty Tax: National franchised tax preparation brand with seasonal walk-in offices. Comparable core offering (individual/SMB tax prep) and SMB client base, though franchise-driven and operating nationally.

Direct peers

• Pilot.com: Outsourced bookkeeping, tax, and CFO services for startups and SMBs with a focus on tech-enabled delivery. Comparable on SMB customer base and bundled bookkeeping/tax offering; serves a slightly more startup-skewed segment.
• Bench (bookkeeping): Tech-enabled bookkeeping service for small businesses pairing dedicated bookkeepers with software. Comparable on ongoing SMB bookkeeping and tax-adjacent support, though Bench is software-led rather than founder-led and operates nationally.
• 1-800Accountant: Virtual accounting and tax firm targeting small businesses and individuals with bundled bookkeeping, payroll, and tax services. Closely comparable on service bundle, target customer (SMB/individual), and subscription-style delivery model.

Regional players

• Greenback Tax Services: Small business-focused tax and bookkeeping practice with comparable owner-operated positioning and SMB target market. Operates as a regional boutique similar to Preceding Point, though outside Houston.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Preceding Point