Testimonials
They say it better than I ever could
Lauren Loretto,
Brand Good Time
“Partnering with Profit Priority has COMPLETELY changed the way we approach money in our business. For the first time, I feel confident in how we make, spend, and save. Their guidance has given us the ability to make smart investments that push us forward, while also having the stability to weather the inevitable slower seasons.
I don’t have to overthink or stress about money details—I simply share my goals, and the Profit Priority team makes the numbers make sense for them. Because of their careful planning, we’ve been able to not only grow but also support the livelihoods of our employees, which feels wildly meaningful.
The biggest value they bring is being a steady, logical sounding board. I trust their guidance completely. If another founder asked me why they should invest in CFO services, I’d tell them this: You don’t have to carry the weight of finances on your shoulders alone. Having a team that can step in, make sense of the numbers, and map out what’s needed for sustainable success is incredibly invaluable.”
Travis Hempstead,
11:11 Event Co.
"I was hesitant because of the investment. My P&L over the last 2 years has been tough, so making the decision to trust the process and make the investment was a little stressful. But I'm glad I did. I had no idea where I was with a lot of my finances because I didn't have time to go through everything weekly or monthly to track it all. Now I know where I am, where I need to be, and have the peace of mind knowing I'm not missing anything.
You're more detailed and knowledgeable about everything. You're also really great at providing the big picture for past and future expenses and projections. I love the help I've been given and the understanding! It was a mess when you took over, and now it's a really nice picture of how things have been and where things are going."
"“Profit Priority slows down to make time for the questions and vision which makes all the difference! My monthly financial reports are starting to come alive thank you Profit Priority team!”
- Jordan Craig Media
Alyson Caffrey
Master Maternity Leave
“Loriann and Maddie are absolute pros. They know the details, they've built the sheets, and are ready to make the financial conversation rich and rewarding. I used to have a lot of questions around my numbers. I wondered if they were even right. Now, when we connect about initiatives in the business I feel like I have true partners on my numbers. That's absolutely invaluable to me.”
“I haven’t worked with a financial team before that made me feel like they truly wanted to provide the right service for me at a reasonable cost. I love the holistic approach your team takes with both bookkeeping and taxes—the weight that takes off my shoulders (and my husband’s too) is really special. I feel genuinely blessed to have made the connection to work with the Profit Priority team.”
- Katie Vogt, Aspen + Veda
Gabrielle Ortega,
OM Therapy Coaching
"Coming out of my last experience with a bookkeeper, I felt tremendous anxiety about numbers, finances and how to organize all of that. I didn't have any idea how to manage what I was making, or how the flow worked from month to month. I also was very confused about business vs personal expenses and was always anxious that I was doing it wrong.
After working together, I have so much more confidence and understanding about the financial side of my business, and it's helped me organize the front end so that my offers and launches align with what I really need/want. I feel confident in how my money flows and I don't feel any anxiety around expenses anymore, or what I need to do to keep the flow going."
Ali Petitti,
Alicia Petitti Photography
You guys are amazing!! Really can’t say enough, the best of the best!!! Always doing little things to make the experience better and better. You guys are soooo good at what you do! I recommend you to everyone looking for a good bookkeeper!! Thank you, THANK YOU!
We have the most incredible clients!
"At the time when I first started my only hesitation was the cost, but since then my business has grown and that is no longer a hesitation of mine! Otherwise, there were no hesitations, I knew it was a huge importance for my business."
Julia Kay Design
"Honestly your services are wonderful! I wish I could provide one single constructive piece of feedback, but you all are too wonderful!
Zero hesitations, you were clear and communicative from the beginning."
Lauren Linn, Every Body Therapy
"Where to begin... the numbers part of running this business have always felt like the most foreign and intimidating component of the job. It was a constant balancing act of knowing how critical it is to stay on top of my bookkeeping to understand cash flow, profitability, and better plan and nurture growth for my business - but simultaneously dreading figuring out everything on my own. Now instead of getting a pit in my stomach each time quarterly taxes are due, I can rest easy knowing everything is in good shape. I actually get excited to receive my monthly bookkeeping reports because it's so easy to see where things are at (and celebrate financial growth and wins!) Now I have a team that I can consult when I have money questions and feel so much more confident planning for my business' future.
From day one you have helped improve my own confidence and understanding of my business finances, and you make the bookkeeping process so easy/clean/straightforward. What used to be a source of stress and anxiety is now a breeze."
-Erica, Field Supply Floral
Emily Hedrick
Branch & Vine Photography
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"I wish I could tell everyone how important and how much this has helped me and my business. I wish I would have started sooner. I think as an entrepreneur we feel like we should save them money and do it all ourselves but honestly that just hurts our business. Hiring (LoriAnn) has freed up so much time and has also allowed me to actually do more business because of it! It has given me focus to put time and effort into the things I love and bring in more money."
Emma Tessler
Ninety Five Media
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“I have had 2 bookkeepers previously and it became clear after working with you guys that they did not know what they were doing. It was scary to hear what the backend of my books looked like after you guys started digging and cleaning it up!
Profit Priority is different because you always go the extra mile to find what was done incorrectly, and do it right the next time. You also let me know when you DON’T know something so I can find the right person to answer my question which I deeply appreciate.
I'm glad we started in the smaller bookkeeping package to build trust, as I had less-than-ideal experiences with my previous bookkeepers. When it came time to transition to the CFO package, it was a no brainer. I knew you guys would be able to handle it all and I am so grateful to have you in my corner!”
Natalie Barney
Caruso Creative
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"Since working with LoriAnn there has been so much less stress on the financial end of my business! I feel very organized and confident how things are now running that I am able to focus on what I really love.
I feel like the biggest win has been adding back hours of my personal time, also having a clear overall picture of how things are going! I know what areas are best to focus on and what I need to prioritize. The only hesitation I have in outsourcing was the financial investment-but it has been SO worth it!"