Profit Matters Bookkeeping

visit site

Profit Matters is a financial services company based in Plano, Texas, and was founded in 2018. Their team of 5 employees specializes in bookkeeping, financial accounting, and payroll processing.

Client Insights

Industry Expertise

Dental

20%

Business services

15%

Information technology

15%

Manufacturing

15%

Medical

15%

Non-profit

10%

Real estate

10%

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

<$10K 1 project

Clients

  • Health & Wellness

Highlights from Recent Projects

Overall Rating

5.0
2 Reviews

Profit Matters Bookkeeping successfully provided bookkeeping and CFO services to ISHIR, a software consultancy firm. The company was initially struggling with in-house bookkeepers who were not accurately maintaining their books, causing issues for their CPA. Profit Matters not only took over the bookkeeping tasks, but also offered insights on financial optimization and decision-making. They automated most of their processes, utilizing machine learning and AI tools, which impressed the technology-focused client. The client's investment increased from $500 to $2,400 per month, covering bookkeeping, CFO, accounting, sales, and payroll services, but they reported still spending less than before.

In another project, Profit Matters undertook bookkeeping and data analysis for Compass Outdoor Design, an outdoor space design company based in Texas. The client aimed to streamline their bookkeeping processes and improve data analysis to save money. Profit Matters took full responsibility for these tasks, with the client only interacting with the CEO, Ashley. The client opted for the lowest level of services initially, costing them $400 per month. The feedback from the client regarding the engagement was positive.

Timeliness

4.8

Service Excellence

5.0

Value

4.8

Would Recommend

5.0