Profit Matters is a team of high-quality bookkeepers, accountants, and CFOs whose task is to prepare and examine your financial records. Our accounting services include reconciling financial statements, paying bills, invoicing customers, running payroll, doing the reporting, and providing insight on all your key performance indicators (KPIs). We are here to make sure all of this is done accurately, efficiently, and in a timely manner. We are big believers that good data in equals good data out. We offer you the team depending on your business needs and industry.
We assign your company an account manager 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 you and your account manager start working together, you will go through a checklist, scope of work, and your agreement to make sure both of you have set proper expectations. You will know exactly what you are getting from us each month.
The Profit Matters team will set up a communication tool called Teamwork. This allows you to have one point of contact in one place, eliminating the need for your company to use multiple technology platforms. Through Teamwork, 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 à 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 training, process improvements, technology, and tools using robotic process automation, machine learning, and AI.
Your account manager is available to answer questions via email all of the time. 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 seriously. Your data is encrypted and stored securely at all times.
At year end, we can discuss your financials with your CPA, if needed. We assure you that your books are ready to go at year end!