Profit First is a team of high-quality bookkeepers, accountants and CFOs working to make sure your financial statements are accurate at the end of every month. We are big believers that good data in, equals good data out. We can offer you a bookkeeper, accountant, or CFO team depending on your business needs. We leverage robotic bookkeeping and automation technology to ensure accuracy.
We assign an account manager to your company that you will work with exclusively. That account manager has an entire team of people working for them to accomplish all of your goals and meet your expectations. Before we start working together, we will go through a checklist, scope of work, and your agreement to make sure both of us have set proper expectations. You will know exactly what you are getting from us each month.
The Profit First team will setup a communication tool called Teamwork. This allows you to have one point of contact in one place. There is no more need for your company to use multiple technology platforms. Here you can securely upload your documents to folders, send messages, make requests, and chat. Each month, we will gather the necessary information to complete your work on Teamwork. If we are missing anything or have additional questions, our team will make a request. We are happy to assist any way we can. You will receive reports by the 10th business day of each month so that you know our work is done.
In the interim, feel free to ask our team for additional help, reports, budgets, etc at an hourly rate. You can add al la carte services to your monthly subscription.
Our bookkeepers and accountants are highly educated accounting professionals. We strive to be the very best. If we have any questions, we will be sure to ask you. We take pride in understanding and applying accounting principles.
Likewise, if you see something you don’t understand, you can ask us questions any time. Our team is on standby as your accounting concierge.
The accuracy of your financial statements is our number one priority. We are constantly investing in technology and tool using robotic process automation, machine learning, and AI.
Your account manager is available via email all of the time. You can email us questions! We encourage you to stay in touch.
Our team of skilled accountants review your data to ensure accuracy and assist with any accounting needs or challenges. If we are unsure of where a transaction goes, we’ll put it in a different category and contact you for confirmation.
Absolutely. We take security very serious. Your data is encrypted and stored securely at all times.
We can discuss your financials with your CPA, if needed. We assure you, your books are ready to go at year end!
We can use Tax accounting or GAAP accounting. If you want to keep your books via the tax method of accounting we can use cash or accrual basis. The best way to keep accounting records is to keep it simple! This helps us reduce the possibility for human error.
Just give us a call and we can cancel without penalty any time. You are charged on the first of each month.
There are no refunds if you cancel after the first day of the month.