The ProfitNet Process
Step 1: New Client Consult – Let’s Talk!
Getting started is simple! Click this link to schedule a chat at a time that works for you.
During our call, we’ll focus on what matters most—your business, your goals, and your challenges. Are you struggling with cash flow? Looking to secure a loan? Want to streamline operations? We’ll uncover the pain points and opportunities so we can craft a financial strategy that works for you.
Step 2: Preliminary Review (for QuickBooks Online Users)
If you’re already using QuickBooks Online, we’ll request access to your accounting file for a deep-dive review. We’ll assess your transaction history, chart of accounts, integrations, and reconciliations to see what’s working and where improvements can be made. If you don’t have QuickBooks Online yet—no worries! We’ll handle everything in Step 3.
Step 3: Personalized Service Proposal
Now comes the exciting part—crafting a plan tailored to your business.
We don’t believe in one-size-fits-all solutions. After reviewing your needs, we’ll present a customized service proposal designed to fit your business, budget, and growth goals.
Step 4: Bookkeeping Tune-Up (Existing QBO Users) or QBO Setup (New Users)
At this stage, we ensure your books are in top shape.
✅ Existing QBO Users: We meticulously clean up and reconcile each Balance Sheet account, chart of accounts, and integrations, ensuring accuracy and compliance.
✅ New QBO Users: We set up your QuickBooks Online file from scratch, ensuring it’s structured for efficiency and long-term success.
Step 5: Secondary Review – Fine-Tuning the Details
After the initial clean-up or setup, we’ll review everything together.
This step ensures all missing details are addressed, questions are answered, and expectations are aligned. We’ll also discuss the next steps for ongoing bookkeeping and financial support.
Step 6: Ongoing Service Proposal – Your Custom Plan
With a full understanding of your financials, we’ll build a fixed-rate, monthly service plan tailored to your business.
Whether you need routine bookkeeping, financial reporting, or strategic financial insights, we’ll create a plan that aligns with your needs and budget—no surprises, just results.
Step 7: Ongoing Support & Growth
With everything in place, our team gets to work.
We provide consistent, high-quality support to manage your books, deliver key financial insights, and keep your business on track for success. As your business evolves, we’ll be right there with you, ensuring your financial foundation remains strong.
Ready to Get Started?
At ProfitNet, we're committed to making your bookkeeping and financial management simple, efficient, and tailored to your unique business needs. Whether you're looking for a QuickBooks cleanup, need help setting up your financial systems, or want ongoing support, we're here every step of the way.
Let us help you get your books in order and set your business up for long-term success. Schedule your consultation today, and take the first step towards financial clarity and growth!