We engineer profit plans
that scale your business

Bookkeeping is just how we start

Schedule My Free Call

Your Journey

Your 30-Day Profit Plan

Most bookkeepers just categorize transactions. We engineer a custom profit plan for your business, then hold you accountable to it every month.

1
Week 1
Assess & Baseline
We clean up your books and establish your financial baseline. This gives us accurate data to build your profit plan on real numbers, not guesses.
2
Weeks 2–3
Engineer Your Profit Plan
We design a custom plan to increase profitability based on your actual numbers. You'll see exactly where money should go, what to cut, and where to invest for growth.
3
Week 4
Implement & Track
We implement your Profit First system and set up monthly accountability. Every month, we review your progress, adjust the plan, and keep you on track.

Pricing

Choose Your Package

Both packages include your custom profit plan and ongoing accountability. The difference is how often we check in and how much access you get.

Most Popular

Core Package

$500 /month

Perfect for small businesses who need a custom profit plan, clean books, and monthly accountability.

  • Custom profit plan engineered for your business
  • Monthly accountability call (45 minutes)
  • Profit First implementation & tracking
  • Monthly bookkeeping & reconciliation
  • Financial dashboard with essential tracking
  • Email support (48-hour response)
  • Up to 250 transactions/month
  • Tax-ready monthly reports
Get Started with Core

VIP Package

$2,500 /month

For growth-focused businesses ready for advanced profit engineering and high-touch scaling support.

  • Everything in Core, plus:
  • Weekly accountability calls (30 minutes)
  • Unlimited transactions
  • Full systems integration (Shopify, Amazon, Stripe, payroll, CRM)
  • Financial & operational metrics aligned with scaling goals
  • Monthly insights summary (profit leaks, KPI trends, forecasts)
  • Priority support via Slack/text (same-day response)
Get Started with VIP

Risk-Free

Our Profit Plan Guarantee

20% Profitability Increase

or Full Refund

Your profit plan must identify a path to 20% more profit within 12 months.

Here's the guarantee: If you complete the onboarding steps and your custom profit plan doesn't identify at least a 20% increase in potential profitability within the next 12 months, I'll refund your entire first month AND keep working with you for free until it does.

This isn't just bookkeeping. It's profit engineering with a promise: you'll see the path to higher profits immediately, or you don't pay.

Kevin Wilson

Kevin Wilson

Utah Business Owner

Ready to Build Your Profit Plan?

Schedule a free strategy call and we'll show you how we'd engineer a profit plan for your business.

Schedule Free Strategy Call

No forms. Just book a call and let's talk about your business.

Frequently Asked Questions

Is this only for companies with revenue?
We work best with established small businesses doing at least $200k in annual revenue. If you're earlier stage, our systems might be overkill, but feel free to reach out and we'll let you know if it's a good fit.
What if my books are in terrible shape?
That's exactly what we specialize in. The messier they are, the more value we can deliver. Week 1 is all about cleanup and getting you to a solid baseline, no matter where you're starting from.
How long is the commitment?
We work on a month-to-month basis. No long-term contracts. Most clients stay with us because the value is clear, but you're free to cancel anytime with 30 days notice.
Do you do taxes or payroll?
No. We focus exclusively on bookkeeping and cash flow systems so we can be exceptional at what we do. We'll gladly coordinate with your CPA or payroll provider to ensure everything works together seamlessly.
Why should I choose the Core package?
The Core package gives you everything you need: clean books, a clear dashboard, Profit First implementation, and monthly coaching. Most businesses thrive with this level of support. VIP exists for businesses that need weekly check-ins and premium access, but Core is the smart choice for 90% of our clients.