Profit Matters Bookkeeping

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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 &amp; Wellness

Highlights from Recent Projects

Overall Rating

5.0
2 Reviews

Profit Matters Bookkeeping collaborated with ISHIR, a software consultancy, to provide bookkeeping and CFO services. The project was initiated to tackle issues with in-house bookkeeping, which was causing problems for ISHIR's CPA. For a similar cost as the original bookkeeper, Profit Matters not only managed the bookkeeping but also provided details about financial optimization and decision-making. The project began in September 2018 with an initial monthly spend of $500, which later increased to $2,400, covering CFO, accounting, sales, and payroll services. The feedback from ISHIR indicates a high level of satisfaction with the services provided and the benefits gained.

Profit Matters Bookkeeping was engaged by Compass Outdoor Design for bookkeeping and data analysis. As an outdoor spaces and patios design firm in Texas, the company aimed to save costs and find better means to analyze data through the project. The engagement involved Profit Matters overseeing all bookkeeping and data analysis for the business. The lowest level of services was selected at a cost of $400 per month. The project was led solely by Ashley, the CEO of Profit Matters. The feedback from Compass Outdoor Design suggests that the project was successful, with the company benefiting from the streamlined bookkeeping and improved data analysis.

Timeliness

4.8

Service Excellence

5.0

Value

4.8

Would Recommend

5.0