Profit First Coaching & Bookkeeping SERVICES
Profit First Coaching & Bookkeeping Firm in Melbourne, FL
Unlock the key to financial success with the Profit First Cash Management system. Revolutionize the way you manage your business finances and prioritize profitability. Say goodbye to cash flow stress and hello to sustainable growth strategies. Learn how Profit First can transform your business today!
- Are you in need of bookkeeping accounting services?
- Do you need a bookkeeping?—because your accountant told you so? Cool.
- Do you need someone who’s got expertise in QuickBooks? Rock on. Let’s do it.
- Do you want to make your accountant super happy? Perfect. Accountants love us.
Cash Management
We can set up rules and automation to streamline the data entry so you only have to pay attention to specific questions and we will handle the rest.
If you or someone on your staff enters the day-to-day transactions, but you want a second set of eyes, we can help. We use Profit First cash management approach to create long term financial success for businesses.
Bookkeeping
If you’re only engaging us for profit first coaching, you’re only scratching the surface.
There are several ways to work with us:
There are several ways to work with us:
Platinum
Everything in Gold, plus:- 301–500 transactions / mo
- Weekly Categorization
- Monthly Journal Entries
- Restricted Income Tracking
- On-Demand Reporting (within 3 biz days)
- Weekly Review Call (30 min)
Gold
Everything in Green, plus:- 201–300 transactions / mo
- Payroll Import
- Client/Class Reporting
- Quarterly Consultation with Senior Bookkeeper
- Monthly Review call (60 minutes)
Green
Includes:- Customize Chart of Accounts
- Monthly Reconciliation
- Monthly P&L
- Monthly Review call (30 min)
- Cash Basis Reporting only
Additional Services
Contact Us for Pricing
- Bookkeeping Software Set Up – starting at $995
- Training in Quickbooks or Xero – starting at $1997
- Payroll Set Up and Import – starting at $495
- Sales Tax Filing – starting at $100 / month for Quarterly Filing
- Catch Up Bookkeeping – starting at $197 / hr
- Bookkeeping Software Audit – starting at $595
- 1099 Preparation
- Bill payments
If you’re only engaging us for profit first coaching, you’re only scratching the surface.
Get Started With Profit First Accounting
Free initial phone call
Want to see if we’re a good fit for your profit first accounting needs? We’ll ask about your current business and structure, tell you how we work, and answer any of your burning questions.