FAQs

How do you manage onboarding?

Easy, we start that process online using this form on our website
www.profitmatters.co/onboarding followed by a series of phone calls to set expectations and get access to your accounting software.  

What type of support is included?

Basic bookkeeping clients get up to a half hour of support each month, packaged plans including AR/AP, payroll, and CFO services include one hour of support each month minimum.

What type of companies do you work with?

Our focus is on Human Healthcare, Dental Healthcare, Vision & Eye Care, Hearing & Audiology and Veterinary Medicine, although we are more than happy to help serve you if you’re in another industry.  

How will I be invoiced or charged?

We debit your bank account each month on the 1st day of each month. 

Which methods of payment do you accept?

We take payments via ACH. Most agreements auto debt from your bank account each month on the 1st day. If you absolutely cannot pay via ACH, we can accept a credit card (for a fee) or a snail mailed check.

Do you offer discounts to accountants and CPA firms?

Yes, we deal with each case individually depending on the type of organization. Please contact hello@profitmatters.co outlining the type of organization you are, and we would be happy to help you.

What if I just paid and decide to upgrade to a higher plan?

No problem. Simply let your account manager know that you wish to upgrade your account. Your new pricing plan will not deduct payment from your account until the next month’s billing cycle.

My accounting records have not been entered into software and/or contain errors. Can you fix that?

Of course we can. We will charge you per hour for catch up bookkeeping work. Our team would be happy to provide a custom quote.

Can I cancel, upgrade, or downgrade later?

Of course. Profit Matters is a monthly subscription service, and you can cancel, upgrade, or downgrade any time.  We just ask for a 30 day notice to stop your billing. 

My transactions have to be entered manually. Can you do that?

Yes, but you have to choose the hourly rate option.