Our Services
We provide personalized financial support to help your business stay organized, profitable, and prepared for growth. Our solutions are designed to meet you where you are. Explore the full list of services below to learn more.
Bookkeeping
Better Books. Smarter Decisions.
Working closely with you to gain a comprehensive understanding of your business, helping you run it more effectively with the information you need to succeed.
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Creating a tailored chart of accounts that aligns with your business structure and financial reporting needs
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Defining and reviewing financial processes
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Setting up a bookkeeping program to ensure your books are kept timely, accurately, and reliably
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Weekly Bookkeeping
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Monthly bank/credit card account reconciliations
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Reviewing your company's financial health using industry benchmarks
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Providing recommendations for efficiency and profitability
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Monthly calls or Zoom meetings with you to ensure you fully understand your company’s profitability and financial health
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Light Guidance on how to improve profitability
Catch-up Bookkeeping
Behind on Your Books? We’ve Got Your Back.
Running a business is hard enough, and falling behind on your bookkeeping can make it even harder. Whether you're preparing for tax season, applying for a loan, or just want a clear picture of your finances, catch-up bookkeeping is your first step to getting back on track.
We specialize in cleaning up months (or even years!) of overdue records, organizing your financials, and bringing everything up to date, quickly and accurately.
Fractional CFO
Big Financial Strategy. Small Business Flexibility.
You don’t need a full-time CFO to think like one.
With our Fractional CFO services, you get executive-level financial strategy, leadership, and insight without the full-time cost.
Perfect for startups and growing businesses, our Fractional CFOs help you:
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Make data-driven decisions
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Build smart, scalable financial systems
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Navigate fundraising, expansion, and profitability
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Understand the story your numbers are telling
Profit First (PF)
With Profit First, we set up a system where clients direct a percentage of all sales directly to profit, before taking out expenses. Ultimately, the PF methodology helps business owners and entrepreneurs allocate their resources in a way that maximizes their profits and creates sustainable growth. The PF methodology includes:
Analyze financials and industry benchmarks
Determine profit margins, and what percentage of revenue will be allocated to profit
Set up the five Profit First accounts (or as many as needed, based on the specifics of the business)
Allocate revenue to each account
Pay expenses from the appropriate accounts
Provide recommendations for enhanced efficiency and profitability
Who We Serve
Built by an Entrepreneur, for Entrepreneurs
Most bookkeeping companies focus on compliance. We focus on you: the entrepreneur.
Our founder isn’t just a finance professional. He’s a seasoned entrepreneur with over 35 years of real-world business experience. He’s built, grown, and managed companies across industries. He’s seen firsthand the challenges entrepreneurs face, especially when it comes to understanding the financial side of their business.
Over the years, he worked with thousands of entrepreneurs through his company, Visa Business Plans. In every conversation and every financial review, one thing became clear:
Most entrepreneurs don’t need just a bookkeeper.
They need a partner who can help them understand their numbers and use them to run a better business.
That’s exactly why ProfitWise was founded.
We Do More Than Just Keep the Books
We’re not your typical bookkeeping service. While others focus only on tracking expenses and filing taxes, we’re here to help you:
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Understand what your numbers really mean
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Identify trends and red flags
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Make smarter business decisions
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Plan for growth with confidence
Our mission is simple: To empower entrepreneurs by turning their financial data into clear, actionable insights.
Whether you’re just starting out or scaling up, we’re here to make sure you’re not just guessing, you’re growing.
Let’s build your business on a foundation of clarity, not confusion.
Because when you understand your numbers, you run your business better.-
We Know Foodservice Because We’ve Lived It
Our founder isn’t just a finance expert, he’s a foodservice entrepreneur through and through.
With hands-on experience building and scaling operations in gelato, cafés, ice cream, and pastry concepts, he knows the challenges restaurant and foodservice owners face every single day. From staffing to spoilage, slim margins to shifting customer preferences, he’s been in your shoes.
And he didn’t just build great concepts. He built great businesses.
His foodservice operations became case studies in business schools, known for their strong systems, operational efficiency, and most importantly, the founder’s deep understanding of financials and KPIs. Why? Because he knew that profitability doesn’t happen by accident. It’s the result of tracking the right numbers and using them to make better decisions.
From the Kitchen to the Books: Turning Numbers into Insights
After growing successful restaurant ventures, our founder launched Visa Business Plans, a firm that offers business planning services and restaurant consulting services. There, he helped other food business owners develop the systems, processes, and key performance indicators they needed to stay profitable and scalable.
That experience inspired the creation of ProfitWise, built to do more than just keep the books. We’re here to help restaurant and food business owners understand:
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Where the money is going
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Which menu items are driving profit
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How labor costs affect margins
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What KPIs matter and how to use them
We Speak Your Language. We Know Your World.Running a restaurant or foodservice operation is fast-paced and unpredictable. But your financials shouldn’t be.
We combine bookkeeping expertise with insider knowledge of the foodservice industry to help you:
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Stay compliant
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Track the right metrics
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Understand your numbers
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And make decisions that lead to long-term success
Let’s take your business from chaos to clarity, one number at a time.
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We Get Real Estate, Because We’re Investors Too
When it comes to managing your real estate investments, understanding your numbers isn’t optional, it’s essential. And that’s exactly where ProfitWise comes in.
Our founder isn’t just an experienced finance professional and entrepreneur, he’s also a real estate investor who knows the ins and outs of the industry. From managing rental portfolios to evaluating commercial deals, he’s been in the trenches and understands what investors need to stay profitable and compliant.
Through his other company, Visa Business Plans, he has prepared thousands of business plans for real estate investors across the country. That experience gave him an in-depth understanding of what drives real estate success, from financing structures and ROI projections to cash flow management and tax efficiency.
Why Real Estate Investors Choose Us
Typical bookkeepers don’t speak your language. They can track your expenses and send you reports but they don’t know what capitalization rate (cap rate), net operating income (NOI), or cash-on-cash return mean for your business.
We do.
Our real estate-savvy bookkeeping team helps you:
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Understand your true property performance
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Track income and expenses across multiple entities or properties
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Stay compliant with ever-changing tax rules
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Identify opportunities to increase Return on investment (ROI) and reduce inefficiencies
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Use financial insights to guide your acquisition, sale, or reinvestment decisions
More Than Bookkeeping, It’s Strategy
We don’t just record your numbers, we help you make sense of them. Whether you’re a buy-and-hold investor, a flipper, or managing commercial properties, we bring strategic insight to your books so you can grow with confidence.
Because the right numbers don’t just tell a story. They help you build a legacy.
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Helping Medical and Veterinary Professionals Build Financially Healthy Practices
Doctors and veterinarians are trained to diagnose patients, not profit margins. While they spend years mastering medicine, financial literacy is rarely part of the curriculum. That’s where we come in.
At ProfitWise, we’ve worked with many entrepreneurs and investors in the medical and veterinary spaces, from solo practitioners and clinic owners to growing multi-location operations.
What do all have in common?
They’re brilliant in their field but often underserved when it comes to understanding the financial side of their business.
From Numbers to Insights, We Bridge the Gap
You don’t need to become a financial expert.
You just need a partner who can translate your numbers into meaningful insights.We help medical and veterinary professionals:
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Understand their financial statements
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Identify areas of leakage or inefficiency
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Set up systems for consistent cash flow and profitability
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Use KPIs to measure what’s working and what’s not
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Make informed decisions about staffing, expansion, and investments
Why It Matters
Your practice is a business. Whether you’re looking to grow, improve margins, or prepare for sale or investment, knowing your numbers is non-negotiable.
We give you clarity, strategy, and peace of mind so you can focus on what you do best: taking care of others.
Let’s build a financially stronger practice, together.
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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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Key Benefits of Choosing Us
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