(970) 798-0603


Business Financial Services

Sound financial management is the foundation to business success. A business with no capital to sustain and reinvest in itself runs into rough terrain very quickly. We specialize in working with small businesses to help them sustain and scale their business while putting them in the financial position to take their business to the highest peaks imaginable. Whether you have been operating for decades or you are still in the startup phase, it is imperative to have a solid financial foundation.

Think of us as the financial advisors to your business. We will help you proactively manage your businesses finances so that you are always ready to climb the mountain in front of you.

We offer three different business financial services packages dependent upon your company’s needs:



As your outsourced bookkeeper, we take care of your vital financial documentation and reporting. We can give you a strong understanding of what is going on financially from a high-level perspective.



We will operate as the CFO for your business. We will take care of everything from receipt processing to providing weekly reports on key financial metrics. You can expect a 24-hour response time on all correspondence. We will be completely dedicated to the financial operation of your business so that you can focus on taking the company to new heights.


Full Service:

When we work together at this capacity, we are hands-on, helping you manage your finances. We monitor much of the day-to-day financials and report these numbers to you on a monthly basis. You can expect a 48-72 hour response time on all correspondence.

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The Pure Bookkeeping Process

The Profit Engineers operate using the Pure Bookkeeping Process, meaning that your financial services will be completed the same way by everyone on our team. We strive for efficiency, reliability and integrity at all times. The Pure Bookkeeping Process allows us to grow our business so that we can help as many small businesses as possible while maintaining the quality and integrity of our work and reputation.

We are proud to be a Pure Bookkeeping licensed firm.

Profit First

When looking at generally accepted accounting principles (GAAP), the traditional formula is Sales – Expenses = Profit. This formula is logical and simple, however, it goes against human nature. We find ways to justify spending all of our revenue. It encourages a business owner to focus on sales and expenses first, and profit is an afterthought. It allows you to analyze your business’ finances, but does not allow you to analyze the best system to operate your business.

The Profit First formula is Sales – Profit = Expenses. Logically, the math is the same as GAAP, but it encourages radically different behavior on the part of the business owner. Profit First provides the business owner with a proactive system to allocate and manage cash flow. With Profit First, you take a predetermined percentage of profit from every sale first, and only the remainder is left for expenses. This method gives a business owner a clear picture of the financial health of the business, and helps the business become permanently profitable.

Similar to our Business Financial Services, we offer three packages based on your business needs: CFO, Your Partner, Associate.

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Add-On Services

We are well aware that each business has a unique landscape with its own set of strengths and weaknesses. We offer add-on services so that you can take any of our three packages and customize it to your unique needs.

Add-On Services include:

  • Invoicing/accounts receivable
  • Bill payment/accounts payable (via Bill.com)
  • Payroll (via Gusto)
  • QBO or Xero conversion
  • Renovation of historic records
  • Budgeting/cash flow planning
  • Custom reporting
  • 1099s
  • Sales Tax

Call us today to inquire about the best add-on service(s) for your unique business needs!

Contact Us


(970) 798-0603