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We help you
keep more profit

Professional bookkeeping solutions tailored to you

What We Do

We don’t just keep your books, we help you keep more profit.

While traditional bookkeepers focus on compliance and tax prep, we take it further.

We turn your financial data into clear, actionable insights so you can make smarter decisions, grow with confidence, and stay profitable.

This is Profitkeeping: bookkeeping redefined to prioritize strategy, clarity, and results.

 

Stop Leaving Money on the Table. See How Profitkeeping Transforms Your Bottom Line.

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Who We Serve

We support entrepreneurs, professionals, and investors with tailored financial insight that helps you understand your numbers and make smarter decisions for your business.

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Entrepreneurs

Drowning in data but still guessing?

We turn it into clear action so you can drive growth with confidence.

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Restaurants

Running on stress and slim margins?

We transform restaurant chaos into into actionable insights.

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Real Estate Investors

Struggling with property numbers?

We turn complex data into smart decisions for real estate success.

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Med and Vet Practices

Focused on care but confused by finances? We bridge the gap between your practice’s finances and growth.

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Our Comprehensive Services for You

Bookkeeping

We deliver tailored, accurate bookkeeping with weekly updates, monthly reviews, and expert guidance giving you clarity, control, and confidence to grow your business.

Catch-up Bookkeeping

Drowning in Overdue Books?

We clean up months (or years) of overdue records fast so you're ready for tax season, loan applications, and smart decisions with clear, accurate, and organized financials.

Fractional CFO

Get executive-level financial strategy without the full-time cost. Need high-level financial strategy but not ready for a full-time CFO? Our Fractional CFO service is perfect for startups and growing businesses ready to scale smarter.

Profit First (PF) 

Tired of working hard and still coming up short? With Profit First, we flip the script so you get paid first, build real profit, and finally run a business that works for you.

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Born From Frustration.
Built to Empower.

After more than 35 years as an entrepreneur and a background in finance, our founder knows business inside and out. Through his company, Visa Business Plans, he’s helped thousands of entrepreneurs bring their visions to life by preparing custom business plans. 

But throughout that journey, he and his team kept running into the same problem.

Every time he reviewed a client’s financial statements or simply asked them basic financial questions, he saw it.

Messy books. Missing clarity. And worst of all? Confusion.

Most entrepreneurs didn’t understand their numbers.
Even more troubling, their bookkeepers weren’t helping them understand.

Instead of support, clients got silence. Instead of insights, they got spreadsheets.
No one was breaking down the numbers. No one was turning data into decisions.

So he decided to change that.

He founded a bookkeeping company that does more than just balance the books. A company that sits beside the entrepreneur, not just behind a computer.

Client Testimonials

Emily Johnson - Founder, HealthHub LLC

Professionalism Guaranteed

Transparent Process

Miguel Rodriguez - Owner, FreshStart Cafe

Trustworthy Advice

Growth-Oriented Strategies

Sara Thompson - Director, Bloom Marketing

Efficient Solutions

Secure Financial Future

Liam Chen - Managing Director, GreenTech Innovations

Dedicated Support

Partners in Success

Blog

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Helpful Resources

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Failing Rate of Small Biz

82% of small businesses fail due to cash flow problems (poor cash flow management or poor understanding of how cash flow contributes to business) (score.org + National Federation of Independent Business(nfib.org)

Financial Struggle

40% of small business owners consider themselves to be financially illiterate. At the same time, 81% of them are doing their business’ finances themselves (intuit)

Misreading the Numbers

Business owners don’t have time to analyze and understand their businesses’ finances, and when they do, they don’t quite understand what the numbers are telling them

Blind Decisions

56% of business owners are making decisions guided by incomplete information every month (they don’t understand where their money is being spent, how much cash they have, and more importantly, where they should be optimizing for growth or cost savings)

No Clarity, No Growth

An APQC (American Productivity & Quality Center) survey found that:

•  80% of respondents have been caught off guard by a sharp rise in expenses in the past year

• 78% of respondents report that having immediate access to financial insights would make them more successful, and one in two said that this lack of clarity has negatively impacted their growth

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Get in Touch Today

Feel free to reach out for any inquiries or to start your financial journey with us.

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Contact Us

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