My books are a mess—can you help?

Absolutely. Cleanup and catch-up bookkeeping is a core service we offer.

If your books are behind, inconsistent, or unreliable, we’ll:

• Review your current file

• Identify problem areas

• Create a clear cleanup plan

• Bring everything up to date in a structured, transparent way

Payment plans are available through CPACharge for qualifying cleanup projects.

What are your bookkeeping fees?

We use transparent, flat-rate monthly pricing designed for small businesses. Pricing is based on the size and complexity of your business, not hourly billing. During a free discovery call, we review your workflow and recommend a monthly plan that fits your needs and budget—no surprise invoices or fluctuating fees.

What bookkeeping services do you offer?

Profit Logic provides remote bookkeeping services for small businesses that want clear, reliable financials without managing the day-to-day details themselves.

Our services include:

• Monthly transaction categorization (tax-informed and accurate)

• Bank and credit card reconciliations

• Profit & Loss and Balance Sheet reporting

• Accounts payable and receivable support

• Bookkeeping cleanup and historical catch-up

• Accounting systems setup for new or growing businesses

We also have experience working with real estate investors and general contractors, though our primary focus is helping small business owners maintain clean, decision-ready books.

Do I need a QuickBooks or Wave Account to work with you?

Yes. We work exclusively in QuickBooks Online and Wave Accounting. Clients are responsible for signing up for and maintaining their own software subscription. Using standardized platforms allows us to work efficiently, securely, and consistently across all clients.

How does monthly bookkeeping work?

Each month, we:

• Categorize transactions accurately

• Review activity for errors or inconsistencies

• Reconcile all connected accounts

• Deliver clear financial reports, including your Profit & Loss and Balance Sheet

Your books are kept tax-ready, lender-ready, and decision-ready at all times!

I cannot afford monthly bookkeeping. Do you offer quarterly plans?

In limited cases, yes.

For very small businesses or solopreneurs with:

• One business bank account

• One business credit card

• Fewer than ~50 transactions per month

…we may offer a quarterly bookkeeping option, discussed and approved during a discovery call. Availability depends on scope and fit.

When will I receive my financial reports?

Monthly financial reports are delivered by the 10th of each month for the prior month. This ensures you have timely, accurate information to plan, adjust, and make confident business decisions.

Do you offer tax preparation services?

We currently do not offer tax preparation services, but anticipate providing this additional service sometime between Spring and Summer of 2026. For now, we partner with RT Accounting to ensure all our clients are able to get their taxes filed in a timely manner.