Modern. Clear. Simple. 

Bookkeeping for busy, creative entrepreneurs.

Monthly Bookkeeping

Your most dreaded
“to-do” done for you.

You’re the CEO of your business. What are you doing laying in bed at night worrying about your numbers and squeezing in accounting tasks on weekends?

Instead, you could have everything you need to know about your numbers delivered to your inbox and a bookkeeper in your back pocket for 1:1 support.


Ready to get that weight off your shoulders?

Profit Priority Team Working
Holding Laptop | Profit Priority
Three Profit Priority Team Members

MORE THAN “JUST” ONLINE BOOKKEEPING

Bookkeeping gives you the objective information you need to make strategic, profitable decisions, no matter what stage of business you’re in.
We're here to help you ditch the stress, reclaim your time, and get back to doing what you love without worrying about the numbers.

#1

You’re building a firm financial foundation for a business that thrives but you have no idea where to start.

#2

You’re trying to keep up with a rapidly growing business and you’re worried things are slipping through the cracks.

#3

You don’t have time to add “bookkeeping” to your growing to-do list. (Or straight-up don’t want to.)

Julie Mather working on laptop | Profit Priority

Does this sound like you?

You spend hours each month trying to DIY your books only to worry that you’re missing something, or not doing it right. (You’re not trying to have the IRS at your door!)

You put off bookkeeping for weeks, or months, at a time because you’re overwhelmed. (And playing catch-up? Talk about a nightmare.)

You’re paying yourself last, or not paying yourself at all. (Coaches & contractors are supposed to be good for growth… right?)

You’re using your bank account balance to tell you how much you made and what you did with it. (You had a great sales month! But where did it all go…?)

You’re making financial decisions based on what you think your numbers are. (The thought of facing them head-on is enough to make you break out in a cold sweat.)
If the answer to any of these is yes, you’re not alone. And we’d love to help lighten the load!

"When I started my business, I honestly had no idea if I'd have enough money coming in every month consistently, it weighed me down a lot and felt like it was sort of out of control. Since I started working with LoriAnn, I feel so much more confident in how my monthly income comes in and what types of projects and client work net the best result for me. In life terms, it's just such a relief not to have to deal with the number crunching! It lets me focus on being creative and that weight off my mind has been such a blessing."

-Kelly Etz, Ketz Design 

WHAT’S INCLUDED WITH MONTHLY BOOKEEPING?

WHAT’S INCLUDED WITH MONTHLY BOOKEEPING?

Clear, Simple Reporting

Getting easy-to-read reports delivered to your inbox every month makes knowing your numbers easier than keeping up with the IG algorithm.

1:1 Voxer Support 

We're always available for quick questions, sharing wins (my favorite!), and personal support. It’s like having a bookkeeper in your back pocket!

Custom Loom Video

Your main bookkeeper will walk through your reports and what we're seeing, that way you're clear on your numbers!

Starting at $500/month

Know your numbers,
increase profits &
plan for the future

It’s possible to…

  • Have confidence in your numbers, knowing they’re complete, correct, and ready for tax time.

  • Make financial decisions easily because you know exactly what’s coming in and going out.

  • Bring home the amount of money you need to live the life you want and never have to wonder if there will be enough.

  • Make wise investments that pay off without sacrificing your profit.

  • Be EMPOWERED by your business finances.

Cherith Koble reading a book | Profit Priority

Know your numbers, increase profits, and plan for the future. 

Bookkeeping doesn’t have to be stressful or complicated.
Are you ready to get the weight off your shoulders?

FAQS

  • Never. No matter how small you are, you need to know what is happening with your sales, costs and profits.

    By tracking your numbers, you’ll be able to make informed decisions that will increase your profit.

  • No, we do not handle taxes for you. But, we do have some great recommendations for tax preparers.

    We primarily focus on giving you clear insight each month to help guide your financial decisions.

  • After the initial setup of your account, we will handle your bookkeeping on a monthly basis.

    We will input all of your transactions into your accounting system, categorize costs and give you a detailed breakdown of your sales so you can have a clear picture of how your business performed the past month.

    After we have gone through the transactions, you will receive one email with any questions we may have. Once answered, you will receive a tidy and simple financial report delivered to you by the 15th of the month.

    We can’t wait for you to feel empowered and excited to see what your numbers are telling you!

  • When you're tired of having the constant cloud of worry that your bookkeeping isn’t good enough for the IRS.

    When you keep telling yourself you will do it another day, or find yourself spending hours each month trying to keep track of it all.

    Even if you understand your books (or maybe enjoy them a little), outsourcing your bookkeeping helps you step into your CEO role.

  • Our monthly packages start at $500/mo and will vary depending on your business needs. If there is clean up/catch up needed within your accounts, there will be a one time onboarding fee.

    You will be billed on a recurring subscription basis.

    Clients typically see a return on investment within only a few months of working together! That’s the power of knowing your numbers!

  • Absolutely not. Bookkeeping is an information system that is vital to your business. Your numbers tell you a story that allows you to see clearly what is working and what isn’t.

    You need a solid bookkeeping system that will allow you to know what needs to change in order to grow your business.

Scenic reading | Profit Priority
Felicia Watkins reading a book | Profit Priority

How things go from here…

Discovery Call

On this free 30-minute call, we’ll get to know each other, talk about the level of support you need, and decide if we’re a mutually good fit.

Onboarding

Once it’s official, we’ll take a 60-min 1:1 deep dive into your biz to get organized and walk through your account setup.

First Reports + Recap

After you get your first reports in your inbox, we’ll chat again to go over everything so you feel comfortable and informed.

Monthly bookkeeping not a good fit right now? 

That’s okay! There’s a better way to do your books, even if a monthly investment isn’t in the cards yet. 
DIY’ing doesn’t have to include complicated (and expensive!) software that’s more confusing than it is helpful. 

Keep simple, easy books with the DIY No Stress Money Manager.

Want even more support? 

Are you in an accelerated growth phase in your business? 

  • Expanding your team or hiring full-time employees. 

  • Transitioning to an agency model.

  • Preparing to make significant investments in your business.

You may be a perfect fit for our CFO package.

Profit Priority Team