Profitrackr
Do you have a clear strategy to track and boost your profits?
Profit-driven Financial Management for Growing Small Businesses
We bring clarity and strategic direction to your business finances, driving your growth while making sense for your budget. With our dedicated financial team, you’ll effectively manage costs, boost profits, and craft a sustainable growth plan, empowering you to make better business decisions and enhance your performance as the leader of your business.
Our Vision
Our vision is to transform the success of small businesses by empowering owners to become the captains of their own ships, expertly navigating their companies towards a prosperous future through proactive financial management.
Our Mission
Our mission is to deliver exceptional value to growing small businesses through expert financial management that ensures a substantial return on investment and helps them save far more than they spend on us.
Our Process
We assess your financial landscape, develop a tailored strategy, implement proactive management practices, and continuously refine our approach to ensure your business not only meets its goals but thrives sustainably.
Win with our elite team.
TAKE IT TO THE
NEXT LEVEL.
Getting started with us is easy: book a discovery call to explore whether we are a great fit.
Drive Success with Proactive Financial Planning
Proactive financial management is the key to unlocking your business’s true potential. It’s about making informed decisions in real time rather than reacting to the past. Unlike traditional bookkeepers and tax accountants who review finances at month’s end and prepare your taxes only at year-end–when it’s too late to help you strategically position your company for better results–we offer more. They give you simply the scoreboard; we provide the strategy book, guiding you to make decisions that will boost your performance and profit by year’s end. By engaging our services in bookkeeping, budgeting, cash flow forecasting, and tax strategy planning, you’re not just managing numbers; you’re steering your business towards sustainable growth and success.
Bookkeeping
Our bookkeeping service goes beyond the traditional end-of-month approach. We manage your books on a weekly basis, ensuring that your financial data is always up-to-date and actionable. By staying ahead of the curve, we empower you to be proactive in your financial management, enabling you to stay on top of your budget, control costs effectively, and plan your financial strategy with precision.
Budgeting
One of the biggest challenges in turning a profit is controlling your costs to ensure they remain lower than your revenue. We work closely with you to create a dynamic, customized budget that helps you manage your expenses effectively, ensuring they align with your business goals and are always in check. By keeping your costs under control, we empower you to maximize profitability and steer your business toward sustained growth.
Cash Flow Forecasting
Our cash flow forecasting service is designed to keep your business running smoothly by ensuring you have a clear understanding of your financial inflows and outflows. We identify potential shortfalls before they become a problem and help you make informed decisions about when to invest, save, or cut back. You'll have the financial clarity to avoid surprises, maintain liquidity, and focus on growing your business without the constant worry of running out of cash.
Tax Strategy Planning
Tax is one of the biggest cuts to your business's profit, but it doesn't have to be. We don't just wait until tax season to prepare your returns; we help you achieve substantial savings by reducing your tax liability through working throughout the year to implement strategies that maximize deductions. By proactively developing a tailored tax plan quarterly, we help you minimize your tax burden and free up resources to reinvest into growing your business, driving profitability and long-term success.
We'll lead the way.
You want to make smarter financial decisions
You've experienced financial surprises in the past that set your business back. You need regular financial insights and advice to make informed decisions, avoid pitfalls, and seize opportunities.
You're preparing for a major business milestone
Whether it's launching a new product, expanding a new location, or preparing for an acquisition, you want to ensure your finances are in order. You need a partner who can help you plan for these milestones and make them successful.
You're aiming to increase profitability
You're generating good revenue, but your profit margins aren't where you want them to be. You need strategy to control costs, optimize spending, and ultimately take more profit home.
Your taxes are a significant burden
Tax season always feels overwhelming, and you're worried you might be overpaying because you're not taking advantage of all available deductions. You need a proactive tax strategy to reduce your tax liability and keep more of your hard-earned money.
Unlock Significant Tax Savings with Our Risk-Free Assessment
Curious about how much you could be saving on taxes? Our Tax Strategy Assessment is designed to uncover opportunities that can significantly reduce your tax liability. We’re so confident in our ability to find you savings tha we offer a risk-free guarantee: if we can’t identify tax savings that are at least double the cost of the assessment, we’ll refund your money–no questions asked. This is your chance to take control of your tax strategy, maximize your profits, and invest more back into your business. Let us show you the true potential of what strategic planning can achieve.