What are your bookkeeping fees?

We offer transparent flat-rate monthly pricing based on your business size and complexity. During your free consultation, we’ll assess your specific needs and recommend a monthly set plan that fits your workflow and budget—no hourly surprises.

What bookkeeping services do you offer?

Profit Logic specializes in remote bookkeeping for service-based businesses, especially coaches, consultants, and online creators. Other industries of experience include nonprofits, contractor work, freelancing, and real estate. We’re QuickBooks Online Certified ProAdvisors and offer services such as transaction categorization, bank reconciliation, financial reporting, and accounts payable/receivable services. We also provide cleanup, historical catch-up, and systems setup for new businesses.

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

Yes, it is expected that the client signs up for and pays for their own QuickBooks or Wave plans. These are the only two accounting software services we use with our clients.

How does monthly bookkeeping work?

Each month, we reconcile your accounts, categorize your business transactions, and deliver accurate financial reports—including a Profit & Loss statement and Balance Sheet. We keep your books investor-, lender-, and tax-ready at all times.

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

For microbusinesses (e,g, soloprenuers), with one business bank account and one business credit card, that have fewer than 50 transactions on average each month, we can offer a more affordable quarterly plan as negotiated during a discovery call.

How do I send my documents to you?

We use secure, cloud-based tools to streamline the process. Most accounts can be connected directly to QuickBooks Online or Wave for automatic transaction syncing. You can also upload documents via a secure client portal or encrypted email. We make it easy and safe for you to hand off the books.

When will I receive my financial reports?

You’ll receive your monthly reports by the 10th of each month for the previous month. This gives you timely insights so you can plan, pivot, and make strategic decisions with confidence.

My books are a mess—can you help?

Yes, we specialize in cleanup and catch-up bookkeeping. Whether your books are behind by a few months or a few years, we’ve got your back. We’ll review your file, identify issues, and create a custom plan to bring everything up to date. We also offer payment plans through a third-party service, CPACharge.

Do you offer tax preparation services?

We currently do not offer tax preparation services, but anticipate providing this additional service sometime between Fall of 2025 and Spring of 2026. For the meantime, we have a list of CPAs we can refer you to for filing needs.