A unified advisory built for operators and families
Founded as Precision Management Group, we have grown into Precision Advisor Group — a single platform aligning Tax Advisory, CFO & Accounting, Wealth Management, and Business Advisory & M&A. Our mission is to help founders, operators, and high‑net‑worth families make confident decisions through proactive, compliance‑ready advice.
Firm Overview
We serve organizations from $200K to $500M in revenue across the U.S., offering coordinated expertise across tax, finance, wealth, and transactions. Our teams operate with a "no surprises" ethos — thoughtful planning, structured execution, and clear reporting at every step.
- Four integrated divisions with dedicated specialists
- Compliance‑first, strategy‑forward approach
- Transparent pricing and executive‑level communication
Leadership
Experienced advisors leading cross‑functional teams.
Dr. Patience Rose, MBA, MA, MSc
Managing Partner, Estate, Tax, & Business Advisory
About the CEO & Founder
After years of advising business owners on finance, tax, and strategy, I launched Precision Advisor Group to provide tailored support to service-based entrepreneurs. Within our first year, we helped clients increase profitability, improve financial clarity, and prepare for long-term success.
As a financial strategist with a Doctorate in Strategic Leadership, two master's degrees (MBA and MS in Accounting), more than 17 professional certifications, and credentials as a certified banking partner, I've built my career on translating complex financial concepts into actionable strategies. I often say, "I went to school so my clients don't have to." My job is to turn years of education and expertise into real, practical solutions that empower business owners to make confident financial decisions.
Now, I use that foundation to guide founders through sustainable growth and wealth-building—giving them the freedom to focus on what they do best while gaining the financial clarity to scale with purpose.
Why Precision Advisor Group?
Many people ask why I would launch a firm like Precision Advisor Group when I could continue working quietly behind the scenes, growing wealth for myself. Simple—I believe entrepreneurs deserve access to the kind of high-level financial strategy that's usually reserved for the ultra-wealthy.
Finance and strategy aren't just numbers on a spreadsheet. They're the foundation of freedom, legacy, and security. I created Precision Advisor Group to help service-based business owners experience real clarity, confidence, and control over their finances. If you're serious about scaling your business, protecting your assets, and building long-term wealth, I'm here to guide you every step of the way.
Presenting Precision Advisor Group
Precision Advisor Group is a Firm Encompassing the Following Entities
- Precision Tax Advantage
- Precision Tax Advisors
- Precision Financial
- Precision Investment Strategies, LLC
Values
Proactive by design
We anticipate — planning ahead to minimize risk and capture opportunity.
Clarity in communication
Executive‑ready reporting and plain‑language explanations.
Compliance‑ready
Built for audits, diligence, and regulatory standards.