Find the financial support that fits your business.
Whether you need clean, accurate books or high-level financial strategy, Profitwise Financial offers the right level of support to bring clarity, confidence, and calm to your business finances.
What you can expect, no matter which level of service you choose:
Reliable service – We’re always here to support your bookkeeping needs, ensuring your financials are in order.
Timely, organized records – Your financial data will be well-organized and available when you need it.
Easy collaboration – We work closely with you to ensure everything runs smoothly, from transaction categorization to monthly reports.
Services
We tailor our services to your specific needs and goals.
BOOKKEEPING SERVICES
For businesses ready to trade financial stress and chaos for clarity and confidence, without full-time support.
Starting at $550 / month
✔️ QuickBooks Online Bookkeeping
✔️ Bank Reconciliations
✔️ Transaction Categorization
✔️ Fixed Asset Tracking
✔️ Monthly Reports by 20th
✔️ Summary Email with Insights
✔️ Ongoing Support
✔️ 2 Business Day Response Time
✔️ Tax-Ready Financial Statements
❌ Recurring Finance Strategy Call
❌ Annual Operating Budget
❌ Qtrly Estimated Tax Guidance
❌ Owner Pay Guidance
❌ Strategic Scenario Advising
❌ Cash Flow Forecasting
❌ Financial Decision Support
CONTROLLER SERVICES
For businesses ready to move beyond basic bookkeeping — gaining responsive support and a trusted partner.
Starting at $850 / month
✔️ QuickBooks Online Bookkeeping
✔️ Bank Reconciliations
✔️ Transaction Categorization
✔️ Fixed Asset Tracking
✔️ Monthly Reports by 15th
✔️ Summary Email with Insights
✔️ Ongoing Support
✔️ 1 Business Day Response Time
✔️ Tax-Ready Financial Statements
✔️ Quarterly Finance Strategy Call
✔️ Annual Operating Budget
✔️ Qtrly Estimated Tax Guidance
❌ Owner Pay Guidance
❌ Strategic Scenario Advising
❌ Cash Flow Forecasting
❌ Financial Decision Support
FRACTIONAL CFO SERVICES
For growing businesses who want priority support to see what lies ahead — not stress over what’s behind.
Starting at $1,550 / month
✔️ QuickBooks Online Bookkeeping
✔️ Bank Reconciliations
✔️ Transaction Categorization
✔️ Fixed Asset Tracking
✔️ Monthly Reports by 10th
✔️ Summary Email with Insights
✔️ Ongoing Support
✔️ 1 Business Day Response Time
✔️ Tax-Ready Financial Statements
✔️ Monthly Finance Strategy Call
✔️ Annual Operating Budget
✔️ Qtrly Estimated Tax Guidance
✔️ Owner Pay Guidance
✔️ Strategic Scenario Advising
✔️ Cash Flow Forecasting
✔️ Financial Decision Support
Your Benefits
With each level of support, you’ll get the following benefits.
BOOKKEEPING SERVICES
Stay organized and ahead, without spending hours in your books.
Understand exactly where your business stands each and every month.
Identify patterns in your finances before they impact your bottom line.
Be confident your books are clean and ready when tax time comes.
Free up your time to focus on your business instead of your books.
CONTROLLER SERVICES
Gain proactive financial oversight with timely reporting and insights.
Make smarter, data-informed decisions for your business.
Stay tax-ready and compliant year-round with organized financials.
Plan ahead with confidence via quarterly finance strategy calls.
Get fast, reliable support from a trusted financial partner.
FRACTIONAL CFO SERVICES
Make strategic decisions with ongoing CFO-level insight.
See what’s ahead, not just what’s behind, with informative cash flow forecasts.
Stay ahead of emerging negative trends, before they become issues.
Lead your business with clarity through monthly strategy calls.
Gain peace of mind knowing decisions are grounded in strategy.
Not sure where to start?
If you know you need help with your business’ finances, but aren’t sure where to start, then let’s chat!
Schedule a call and we’ll figure out what service will give you the confidence to make future financial decisions for your business.
Frequently Asked Questions (FAQ)
Below is a list of some of the most common questions we get asked.
Don’t see an answer to your question? Just ask!
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I’m not just a bookkeeper – I’m a licensed CPA with deep financial expertise and attention to detail. We offer customized solutions and dedicated support to fit the specific needs and goals of your business.
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Not necessarily. We can either work with your existing bookkeeping provider or provide that through our add-on services. If your bookkeeping is behind, we can catch you up.
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All recurring services have set monthly prices. Project-based services will be charged per project, which is determined at the beginning of the engagement. You won’t be charged any surprise hourly fees because we don’t track our hours like typical firms!
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Recurring services are set up as automatic ACH payments for the 1st of each month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
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We believe in flexibility. You can cancel your service at any time with a 30-day notice. No long-term contracts required — just clear, straightforward terms.
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We don’t prepare tax returns, but we can help manage the tax return process for you and either use a partner firm to prepare your returns or work with your existing tax accountant to make the process as seamless as possible.
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We exclusively use QuickBooks Online (QBO) for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM or project management-based software that integrates with QBO.
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Absolutely! We prioritize the security and confidentiality of your financial information. We use secure, encrypted software and adhere to strict privacy policies to ensure your data is protected.
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While we are based in the Midwest, we will service businesses anywhere in the United States!