The Path to Profitability

The Path to Profitability is the first program of its kind and a brand new approach to holistic business accounting and finance.

1. Financial Systems Review

The Starting point for all Clients

Our 3-step program starts with a Financial System Review, this review of your current system and processes is done in a day and gives us an idea of what issues and pain points you are facing and what will be needed to get you on the right track.

This includes an introduction to the Profit First Systems, and a quick analysis of your current Profit First Standings.

One-time Investment of $500

We audit-proof your QuickBooks account

Financial Systems Review Process


Onboarding Call

This call will be held at the beginning of the service, after I have access to your current software/excel sheets (either that morning or the night before) to review any questions I have regarding your systems and how you’re utilizing them.

We will discuss what your goals and needs are financially and cover what your current pain points are with your current system.


Full Review

The current financial software, spreadsheets, and other various websites being utilized for tracking and/or reporting your business financials.


Developing Recommendations

After reviewing your current setup, I will make professional recommendations regarding next steps. These recommendations can include:

  • Tips for improving your tracking (with your current system and potentially QuickBooks)
  • Tips for managing your finances including your spending, pricing, marketing, savings, etc.
  • Help you set targets/goals to implement the next stage in your Financial Systems (This could be suggestions including upgrading software, hiring a bookkeeper, etc.)


Consultation Call

This call will be held at the end of the service after I have reviewed everything, (either the afternoon of the review or the morning after).

The focus of this call will be to provide you with a professional recommendation regarding QuickBooks Software, the services we provide and what benefits are associated with those services.

It can also include recommendations based on your current system.

We audit-proof your QuickBooks account

2. Clean Up of QuickBooks File

An Audit-Proof System

In this step we will take a week or two (the length of time depending on the state of your books) and correct any errors and make the adjustments recommended as part of your Financial Systems Review.

We review the account details to we make sure that we move the transactions to the correct accounts and the account balances are tied to a verifiable number some where outside of QuickBooks.

Basically, we Audit Proof your system.

Investment: Varies

Your $500 for the Financial System Review acts as a down payment towards this service and will reduce your cost.

3. Monthly Service Package

Continue on the right path

The third and final step on the Path to Profitability is to enter our monthly coaching and
bookkeeping program the Profit Power-Up!

Pricing for the Profit Power-Up monthly program starts at $625 a month. Get hands-on training and accounting services that help you understand your financials, show you how your business can grow, allow you to do what you love without guilt, gain peace of
mind, and allow you to breathe again!


Financial Coaching in Springfield MO

The Kit & Kaboodle

$ 1562 Monthly
  • Everything included in
    "Profit Power Up" Package

  • Ongoing Support

  • 2 Monthly Coaching sessions
  • Access to Back-End Business Management Training Library
  • Back-End Business Management Support via Loom, Email, and Zoom as needed

  • Business Consulting
  • Pricing Tools
  • Package Building Class
  • Marketing and Branding Consultation

The Profit Power Up

$ 625 Monthly
  • Everything included in
    "Bookkeeping Basics" Package

  • Setup Support
  • Up to 4, One on One customized Training Session in QBO for you and your staff
  • 2- 2hr intensive goal-setting sessions

  • Ongoing Support
  • Monthly Coaching session

Bookkeeping Basics

$ 315 Monthly
  • Basic Bookkeeping Services
  • Transaction Classification
  • Bank Reconciliations
  • Adjusting entries for the monthly reports

  • Ongoing Support
  • Monthly Review Call (via Zoom)
  • Access to Video Library of Tutorials for QBO
  • Training and Support for QBO via Loom, email and Zoom as needed

Add Ons Available

We can make it easier for you to run payroll

Payroll Support

Doing your own payroll
$ 85 + $4 per Employee Monthly
  • The occasional Payroll Tax Payments
  • Payroll Tax Returns
  • Journal Entries for Payroll (if needed)
  • Support with letters and returns both on the state and federal level
  • Includes Payroll Software subcription (SurePay or QBO)

Full-Service Payroll

We do it all
$ 150 + $3 per Employee Monthly
  • Payroll Processing
  • Online Portal
  • Direct Deposit
  • Payroll Taxes paid (No late fees- Guaranteed!)
  • Payroll Returns filed
  • W2 and 1099 Processing at year-end
We can take the entire payroll process off your hands
Help employees pay for healthcare expenses with an HRA


Protect your employees
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  • Tax savings for you and your employees.
  • Set up a Healthcare Reimbursement Account and Reimburse your employees for their medical expenses instead of Insurance.


Save for the future
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  • We work with local agents to help you save for retirement with as little as $25 down and $25 a month.
IRAs for Small Businesses in Springfield MO