Let us unstuck your profit!
Plan by Numbers isn’t your typical bookkeeper. And we’re darn proud of it!
When your finances are a hot mess, you’re paying everyone but yourself, and you have a looming tax bill you don’t even want to think about…
The last thing you need is someone who gets your books done, then sends a report you don’t understand and will never look at again.
We take bookkeeping a step further and work with you to create a business with sustainable profits.
Our goal is to make you feel good about your business finances.
We aren’t just plugging in the numbers, we are LOOKING at the numbers with you.
And we’re in it WITH you every step of the way.
When you let us handle your virtual bookkeeping and profit management, it’s like having a CFO in your backpocket-but without the hefty price tag. A partner running the financial side of your business, but without the equity stake.
We work with you to…
- Make sure all the money you’re making doesn’t go right back out the door… again.
- Make sure you are profitable and keep that profit growing!
- Streamline your systems for invoicing so you get paid by your clients in a timely manner (cha ching!!).
- Figure out your cash flow, so you are able to pay your bills on time.
- Ensure you are paying yourself properly… and consistently.
- Align your business strategy with your financial goals.
- Help you see how and when you can afford to hire that next person needed on the team or other large financial investments.
- Interpret those pesky monthly reports so you can see where things really are and notice problems before they arise.
- Open communication channels around finances with you, your accountant, your business coach – anyone who is part of your business picture. No more showing up at the accountant to have them talk above your head until you can’t wait to get out of there!
And yes… we also get your books done. On time. And accurately.