Bookkeeping, Tax Preparation & CFO Services

Financial support to help you stay organized, understand your numbers, and build a more profitable business.

At Profit First With Purpose, we offer bookkeeping, payroll, tax preparation, and fractional CFO services for small businesses. From managing everyday financial tasks to planning for long-term growth, our services are designed to give you a clearer understanding of your finances and the guidance to make informed decisions.

Comprehensive Financial Services

Bookkeeping & Payroll

Accurate bookkeeping is the foundation of a financially healthy business. We help manage your day-to-day financial records, account reconciliations, payroll, and financial reporting so you can stay organized and informed.

Tax Preparation

Make tax season easier with professional business and personal tax preparation. Our tax services are offered in conjunction with ongoing bookkeeping services, helping keep your financial information organized throughout the year.

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Fractional CFO Services

Get experienced financial guidance without hiring a full-time CFO. From cash flow forecasting and financial analysis to budgeting, goal setting, and Profit First assessments, we help you make financial decisions with greater confidence.

Fractional Chief Financial Officer (CFO) Services

  • 90-Day Bootcamp

    Build a stronger financial foundation with a structured introduction to Profit First and the tools to manage your business finances more effectively.

    Program includes:

    • Profit First kickoff

    • Financial dashboard creation

    • Financial setup

    • Profit First assessment

    • Bank account setup and cash allocation guidance

  • Monthly CFO Program

    Stay on top of your business finances with regular financial reviews, forecasting, and ongoing guidance to help you make informed decisions.

    Program includes:

    • Two monthly calls

    • Financial analysis

    • Cash flow forecasting

    • Budgets and projections

    • Financial goal setting

    • Profit First assessment

  • Quarterly CFO Program

    Continue building on your financial progress with quarterly reviews and planning to keep your business goals on track.

    Program includes:

    • One 90-minute quarterly call

    • Financial analysis

    • Cash flow forecasting

    • Budgets and projections

    • Financial goal setting

    • Profit First assessment

Schedule a Consultation

Let's talk about your business, your financial goals, and how Profit First with a Purpose can help. Schedule a consultation to learn more about services offered and find the right support for your needs.

(253) 514-0456
rebecca@profitsfirstwithpurpose.com