Navigate Your Finances Like A Pro: Expert Bookkeeping, Accounting and CFO Services – Your Expert Financial Services Firm……..
📊 Whether you need comprehensive accounting and back office help or simply need to supplement your in-house staff, we can help. Experience the Profit Manager difference.
Comprehensive Financial Support
We provide tailored bookkeeping and accounting solutions to meet your unique business needs.
Expertise You Can Trust
Our team is dedicated to delivering efficient and reliable financial services for your business growth.
What services does Profit Manager offer?
Profit Manager provides a range of services including bookkeeping, accounting, payroll processing, tax preparation, and financial reporting. We tailor our services to meet the unique needs of each business.
1. Bookkeeping Services
- General ledger maintenance
- Accounts payable (vendor bill processing & payments)
- Accounts receivable (invoicing & collections)
- Bank and credit card reconciliations
- Payroll processing and reporting
- Fixed asset tracking and depreciation schedules
- Expense tracking and categorization
- Cash flow management and forecasting
- Month-end and year-end close
- Petty cash management
- Chart of accounts setup and maintenance
2. Accounting Services
- Financial statement preparation (P&L, Balance Sheet, Cash Flow)
- Budgeting and forecasting
- GAAP compliance and advisory
- Internal controls setup and review
- Job costing and project accounting
- Inventory accounting
- Accrual and cash basis accounting
- Consolidated financial reporting
- Audit preparation support
- Accounting software setup and integration
3. Tax Services
- Individual income tax preparation
- Business tax return preparation (C Corp, S Corp, LLC, Partnership)
- Payroll tax filings (941, 940, state filings)
- Sales and use tax reporting and filing
- Franchise tax and excise tax filings
- Estimated tax payment planning
- IRS and state tax audit representation
- Tax planning and strategy
- 1099 and W-2 preparation and filing
- International tax compliance (e.g., FBAR, FATCA)
4. Payroll Services
- Payroll processing (weekly, bi-weekly, monthly)
- Direct deposit and paycheck distribution
- Payroll tax calculation and payment
- Employee benefits and deduction tracking
- New hire reporting
- Year-end W-2 and 1099 preparation
- PTO and leave tracking
- Time and attendance integration
5. Advisory & Consulting Services
- Business formation and entity selection
- CFO/Controller services (outsourced or fractional)
- Strategic financial planning
- Business performance analysis and KPIs
- Cost reduction and profit improvement consulting
- Exit planning and business valuation
- M&A support and due diligence
- Succession planning
- Financing support and loan package preparation
- Cash flow and budgeting workshops
6. Audit & Assurance Services
- Financial audits (internal or external support)
- Review and compilation of financial statements
- Agreed-upon procedures engagements
- Forensic accounting
- Internal audits and control reviews
- Compliance audits (e.g., nonprofit or grant-funded orgs)
7. Industry-Specific Services
- Construction job costing and WIP schedules
- Real estate accounting and CAM reconciliations
- Restaurant and retail POS integration and reporting
- eCommerce sales tax nexus and reconciliation
- Nonprofit fund accounting and Form 990 filing
- Healthcare medical billing reconciliations
8. Software & Technology Services
- Accounting software setup (QuickBooks, Xero, NetSuite, etc.)
- Cloud-based bookkeeping system implementation
- Automation and workflow design (e.g., AP automation)
- App stack advising (bill pay, time tracking, inventory)
- Training for staff on accounting systems
- Data migration and cleanup
How can Profit Manager assist with tax preparation?
Our team at Profit Manager offers comprehensive tax preparation support, ensuring that all necessary documents are accurately prepared and on time. Whether you want to keep your existing CPA or EA, or would like to work with ours, we are glad to help.
What is full-service bookkeeping?
Full-service bookkeeping encompasses a variety of financial services, including transaction recording, accounts payable and receivable management, and bank reconciliations. We ensure that your financial records are organized and up-to-date.
How does Profit Manager support loan qualification?
We assist businesses in qualifying for loans by preparing essential financial statements and providing compliance support. Our expertise in financial forecasting and budgeting helps strengthen loan applications.
What is the benefit of QuickBooks consultation?
QuickBooks consultation offers businesses expert guidance on using the software effectively. We help streamline accounting processes, improve financial reporting, and ensure accurate bookkeeping practices.