BUILD YOUR BEST BUSINESS
Our business development options to choose from:
- Business Success Jumpstart
- Group programs, Workshops and Retreats
- CFO/Business Advisor
- Coming soon! B1 Business Programs and Membership - Join a community of business owners building their best business, a life-and-world-transforming business.
PROFITKEEPING™ Bookkeeping for Business Success. Options include:
Level 1 - Profitkeeping™ Support - Accounting, QuickBooks & Profit First Support. This is for the business that does their own bookkeeping, but wants backup or additional support. Allows you to have access to our team of Profitkeeper™ bookkeepers to ask questions and receive help with your Profit First, bookkeeping and QuickBooks.
Level 2 - Profitkeeping™ Support Plus – Includes all that is in Level 1 Plus bank and credit card reconciliations. For the business owner who does their own bookkeeping and doesn’t want to deal with making sure the accounts are reconciled, or a business owner that does not have any accounting and just wants the bare minimum. Reconciliations can be performed monthly or quarterly to suit your needs.
Level 3 - Profitkeeping™ Complete - Include everything in Levels 1 & 2. A full accounting system after the fact – For businesses that do not use an accounting program or only use QuickBooks for invoicing only. We enter checks, credit card transactions and deposits after the fact. We reconcile bank statements and credit cards statements and other balance sheet accounts, and produce financial reports. Periodic Profit First assessment and financial analysis. Monthly or Quarterly option.
Full, Comprehensive or Complete
Level 4 - Profitkeeping™ Complete Live - Includes everything in Levels 1 & 2. We run the accounting system live. We enter bills and invoices, write checks for you to sign or approve for bill pay, reconcile bank and credit card statements and other balance sheet accounts, and provide financial reports. Periodic Profit First assessment and financial analysis. Weekly, biweekly, or monthly options available.
Profitkeeping™ add-on services:
- Payroll - Process payroll for your business, Includes Quarterly Payroll Tax filings and Annual filings including W-2s
- 1099 Service - Prepare and file end of year 1099s
- Sales Tax Filing - Prepare and file Sales Taxes
SWEET SPOT TAX STRATEGIES & PLANNING
Tax Preparation and Planning to help you find your tax sweet spot that fits your personal life and financial situation.
- Access to a trusted tax professional
- Federal and state income tax preparation
- Sweet Spot tax analysis: what is the sweet spot number that puts you in your ideal tax situation.
- Off-season tax strategy and planning session
- Access to advanced tax strategies
- Assistance with IRS and state income tax correspondence