Come onboard

Want to know more what Proft Matters can do for you?

Streamline your data and bookkeeping processes

Onboarding form

Step 1 of 9

  • Dear Customer,

    Welcome to the Profit Matters Family! Please complete this form so we can properly capture your expectations and serve you. Everything you enter into this form is secure. Our passion is to bring you an extraordinary experience. We are the accountants who are obsessed with having fun - numbers, spreadsheets, all things financials amongst ourselves and our clients. We really value work life balance and we think you should too. We know teamwork makes the dream work. We act with integrity while keeping your best interest at heart. We strive for accuracy - making a list and checking it twice. We are Profit Matters.

    Our weekly schedule looks like this!

    Monday – We review emails, receipts, questions, clear bank feeds, and just spend some time looking at everything needed.

    Tuesday – We process accounts receivable, invoices, and record payments.

    Wednesday – We process accounts payable, clear inboxes, and match receipts. 

    Thursday – We run payroll and make sure all checks and tax payments are processed correctly.

    Friday – We are not available for client calls/emails unless it is an emergency.

General Information

  • Drop files here or
    Max. file size: 128 MB.
      Please include: FEIN, S-Corp election, Articles of Incorporation, State ID, Partnership Agreement.

    • Drop files here or
      Max. file size: 128 MB.
        Please include any/all of the following: -Payroll/UI Tax Returns (quarterly 941, yearly 940, State returns), -Federal and State Tax Returns (schedule C if only filing one form with personal return, Form 1120 if incorporated) - Prior year forms 1096 or 1099-Misc

      • MM slash DD slash YYYY

      • Max. file size: 128 MB.
        Including: Company business plan, company organiztional chart, budgets/forecasts, meeting minutes, etc.
      • Having difficulty with the form above? Let us guide you through the process.