Pricing

Does your business need a bookkeeper, controller, or CFO?  Our pricing is simple. We charge you a monthly subscription fee for the talent you need.

 

Bookkeeper
A bookkeeper is an individual who records the accounts or transactions of a business.
 

Responsible for:

  • Entering or matching transactions in the bank feed
  • Receipt management/tracking/coding
  • Reconciling all bank, credit card, loan accounts
  • Emailing monthly financial statements
Controller
A controller is an individual who is responsible for all accounting-related activities within a company, including high-level accounting, managerial accounting, and other finance activities.

 
Responsible for:

  • Entering or matching transactions in the bank feed
  • Receipt management/tracking/coding
  • Reconciling all bank, credit card, loan accounts
  • Emailing monthly financial statements
  • Accounts payable, accounts receivable, payroll, sales tax
Chief Financial Officer (CFO)
The chief financial officer (CFO) oversees the financial operation of a company or organization.

 
Responsible for:

  • Everything you get with a bookkeeper and controller and then some
  • Developing a solid financial plan
  • Building a monthly budget and comparing actuals to estimates
  • Implementing cost-saving strategies and negotiating pricing with vendors
  • Oversee the accounting and tax process
  • Tax planning and preparation
  • Reporting and measuring financial performance
  • Dashboard and KPI review
  • Cash flow analysis and management
  • Assistance with capital raise and debt covenants

You always get:

  •  A single point of contact who is a licensed Certified Public Accountant (CPA) to oversee your team and review your work
  •  Access to Teamwork Projects for ongoing collaboration and management
  •  A la carte options, add-ons, customized monthly plans
  •  Upgrade, downgrade, or cancel at any time

Looking for help with taxes or catch up accounting only?  Schedule a meeting to discuss your needs today!

Frequently asked questions

How will I be invoiced or charged?

We’ll bill your credit card and send you a receipt only after you’ve signed your agreement. Recurring subscription fees or hourly charges occurring each month will be charged to the bank account we have on file. You will receive an invoice and receipt.

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 a 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.

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

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

We partner with the world’s best to help us provide best bookkeeping services to our clients

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