Bookkeeping
Let our team manage your daily financial needs such as recording transactions, tracking expenses, and reconciling accounts. Your financial records will be accurate, organized, and easy to understand, allowing you to focus on growing your business. With our support, you’ll have the clarity to make informed decisions and drive your company toward success.
Why Partner with Profit & Equity
Clarity & Future Focus
Financial Leadership
With honesty at the heart of everything we do, you can be confident in choosing us as your partner.
FP&A Certified
Our primary goal is to make you successful by providing reliable, strategic financial guidance.
The Quarterly Sprint
Stop year-end stress! Quarterly Sprint is a live session to clean up three months of transactions, categorize for tax readiness, and reconcile accounts. This collaborative workshop ensures your basic books are current, accurate, and ready for the next 90 days.
Monthly Services
Tier 1
Clarity
Tier 2
Insight
Tier 3
Foresight
Tier 1
Clarity
Best for: New businesses or established businesses needing reliable compliance and a rock-solid financial foundation.
Client Benefit: The assurance of clean, clear, and current data.
- Meticulous categorization of all monthly transactions.
- Reconciliation of your core bank and credit card accounts.
- Monthly basic financial statements (P&L, Balance Sheet).
- Annual Executive Review Summary to recap your year’s performance.
- Annual tax reporting package prepared for your tax preparer.
Tier 2
Insight
Best for: Growing businesses needing enhanced financial control and predictive capabilities.
Client Benefit: The interpretation of data to see how the business is truly performing.
Includes everything in the Clarity Tier, Plus:
- Reconciliation of all operating accounts (including loans, payroll, third-party apps).
- Annual Budget development with quarterly Budget-vs-Actual performance analysis.
- Quarterly Executive Review Summary (4x per year).
- Quarterly Live 30-Minute Strategy Session to interpret reports and address challenges.
Tier 3
Foresight
Best for:High-growth businesses or owners ready for deep strategic planning.
Client Benefit: The analysis of the data to see what possibilities your business has as it moves forward.
Includes everything in the Insight Tier, Plus:
- Monthly Executive Review Dashboard (visualized KPIs for faster decisions).
- Monthly Live 30-Minute Strategy Sessions with a CFO Advisor (strategic check-ins).
- Quarterly Live 60-Minute Strategy Sessions for deep-dive strategic planning.
- Annual 3-5 Year Financial Forecast (FP&A) to model scenarios and project future growth.