Traditionally accounting and bookkeeping services are transactional – do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee.  But what about profit? What if at the end of the day, by working with your accountant or bookkeeper you actually fattened your wallet? My firm does just that.

Our goal is to empower you around your finances, help you maximize profitability and achieve your goals.  This is why all of our bookkeeping packages contain an element of the Profit First cash flow methodology.

Yes… we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.

We are certified in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and have access to profit specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before.

I do not charge an hourly rate, and here’s why: The biggest issue with hourly billing is you have no idea how much the job will be until the bill is received. I don’t think that is fair on you. You deserve to know in advance how much the job will cost and what it entails. As a modern & progressive bookkeeper, I work with my clients to develop a package specifically tailored to their needs resulting in a fixed monthly price based on those needs.

That’s the beauty of hiring me, you don’t need any. I have a system in place that is so streamlined you will never have a shoebox of receipts to sort come tax season again. In fact, filing taxes will seem so easy you will wonder why you didn’t do this sooner.

Short answer: no.

Long answer: if you have an accountant that you are comfortable with, I am more than happy to collaborate with them at year end need to ensure your numbers are filed correctly. If not, I’d be happy to refer you to a few accountants that are within my circle of trusted colleagues.

Absolutely we can!

If you want a professional to check over your books before submitting to the accountant?

If you are stuck on how to enter something in your file?

If you’re not sure what to do next?

Click HERE! We’re happy to help!

Wrong. In fact, the only way to pay off debt (which is simply past expenses that you haven’t paid for yet) is to be profitable. You must currently make more than you are currently spending, so that you have current profits. Then you use those profits to pay off your debt (past expenses).

Always start right away. By implementing the system, you will force profitability (not wait for it). Start at a low percentage… maybe 1% but get started NOW!

Immediately. In fact, the sooner you start with Profit First the sooner you will master financial discipline and force your business to run efficiently. No matter how new or established your business is, you should not wait to implement Profit First.

That is one of the most damaging myths of money management. Running up expenses to reduce taxes is the same as spending ten dollars to save three, it is very damaging to the business. The goal is to run the business as profitably as possible (that is the only way to achieve financial freedom), and you should work closely with a Profit First Professional to additionally reduce your tax liabilities as much as you can.

More questions?

Feel free to reach out if you can’t find an answer!

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