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What We Do

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What We Do

 

Most bookkeepers focus on keeping your books in order, handling compliance, and preparing for taxes. That’s important, but it’s just the beginning.

We go further.

We help you actually understand your numbers so you can make smart decisions, grow your business, and stay profitable.

We translate your financial data into actionable insights.
No more guessing. No more flying blind. Just clarity, strategy, and support.

Because running a business isn’t just about keeping the books, it’s about knowing what they’re telling you.

This is why our service is called Profitkeeping. It’s an innovative bookkeeping service focused on profit, not just compliance and taxes. Unlike traditional bookkeepers, we help you understand your numbers and guide you in planning and executing strategies to boost profitability. Our goal is to ensure you not only comprehend your financials but also take actionable steps to improve your bottom line.

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Why?

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.

Because every business owner deserves a bookkeeper who:

Understands business

Communicates clearly

Explains the “why” behind the numbers

Turns insights into actionable advice

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Growth Through Clarity

At our core, we believe bookkeeping should be a tool for growth, not just a task for compliance. That’s the difference. And that’s why we’re here.

Stacks of Coins

What sets us apart?

Accessibility

Unmatched communication and accessibility set our bookkeeping service apart from the rest.

Availability

We operate with an open-door policy. Clients can call and speak directly with their bookkeeper anytime.

Responsiveness

Emails are answered the same day, a rarity in the bookkeeping world.

Connection

Regular face-to-face virtual meetings help build real relationships and ensure progress.

Partnership

This is more than bookkeeping; it’s a true partnership.

Commitment

When clients work with us, they gain a responsive, engaged team member invested in their success.

 

Guidance

We guide clients in selecting the right systems and setting up strong financial policies and procedures.

Expertise

We offer practical, real-world advice on tools like credit card processing, payroll software, inventory tracking, and petty cash management.

 

Support

Our hands-on support is especially valuable for new entrepreneurs navigating unfamiliar territory.

Value

The level of service and support we provide simply can’t be overstated.

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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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What sets us apart?

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Accessibility

Unmatched communication and accessibility set our bookkeeping service apart from the rest.

Accessibility

We operate with an open-door policy—clients can call and speak directly with their bookkeeper anytime.

Responsiveness

Emails are answered the same day, a rarity in the bookkeeping world.

Connection

Regular face-to-face virtual meetings help build real relationships and ensure progress.

Partnership

This is more than bookkeeping—it’s a true partnership.

Commitment

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Guidance

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Expertise

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Support

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Value

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