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We offer a variety of personalized bookkeeping and accounting services.  Choose an option that is right for you.

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Profit First Coaching

Our Profit First coaching services are built around the “Profit First” book by Mike Michalowicz. The Profit First methodology is designed to “eliminate entrepreneurial poverty!”

Have an assessment of where your business is now

Have a vision of where we want to get to and a road map of milestones along the way

Learn how to set funds aside every month

As certified Profit First Professionals we’re able to help you plan and implement the Profit First methodology in your business.  

The goal of our Profit First coaching program is to help YOU get paid first & well!
As a result of the Profit First coaching program you will:
Learn Discipline

Have monthly accountability and support

Create Financial Reports

Receive monthly reports that include budgets and cash flow forecasts

Prioritize Budgeting

Ensure that money is set aside for taxes - ready when it is needed

Have a reserve

Build a reserve for emergencies

Get Paid First

Pay yourself like the ``most valuable employee`` that you are

Enjoy Your Profits

Have a quarterly dividend that you can go crazy with

We’ve got the perfect package for you

We offer various plans to support profit in all sizes of companies
[cq_vc_tabs tabsstyle=”style2″ rotatetabs=”0″][cq_vc_tab_item tabtitle=”Profit First FAST TRACK Implementation”]

This option is perfect for the business owner who wants to implement Profit First in a short period of time.  They could have attempted implementation of the Profit First system but possibly have some hesitations and questions regarding best practices.


  • Total of 12 video  meetings, each lasting 45 minutes (2 meetings per month for 6 months)
  • Profit First initial assessment/blueprint for your business
  • Build target allocation percentages custom to you
  • Make extravagant promise to yourself
  • Profit First quarterly distributions and re-assessments
  • Quarterly performance reports (assuming you are using a compatible accounting system and are up to date with your bookkeeping)
  • Final review, celebration, and re-calibration

[/cq_vc_tab_item][cq_vc_tab_item tabtitle=”Startup Solutions + Profit First Group Coaching”]

Be the HERO in your own story!   Startup Solutions + Profit First!  group coaching will teach you to strategize your biz financials so that you can FINALLY have clarity and profitability!

We would love to help you get YOUR business launched into a powerful, profitable future!  Check out the course outline and apply to be a part of our cohort here. [/cq_vc_tab_item][cq_vc_tab_item tabtitle=”Full Service Option”]

This is our most exciting option, combining both Profit First Implementation and Management, along with managing your ongoing bookkeeping tasks, as listed below.

  • Profit First profitability assessments
  • Profit First implementation and upkeep
  • Profit First twice monthly transfers
  • Profit First quarterly distributions and re-assessments
  • Accounts receivables/creating invoices
  • Managing past due collections
  • Bill pay and cash flow management
  • Running payroll
  • Paying payroll taxes and filing payroll forms
  • Budgeting and forecasting
  • Managing subcontractors pay
  • Sales tax forms and payments
  • Third party software recommendations
  • Policy procedural manual
  • Sales commissions, bonus and royalties management
  • Managing basic inventory practices
  • Filing I-9, W-9, 1099, 1096
  • Filing I-9, W-3, W-2
  • Online banking management
  • 20% discount on monthly bookkeeping if you’ve had our Profit First Coaching service


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