Cashflow Clarity and Balanced Books for Service-Based Businesses
Finally, financial clarity you can count on — so you can focus on growth, not guesswork.
KNOW YOUR NUMBERS
TRUST YOUR DATA
GAIN CONFIDENCE
You didn’t start your business to spend your evenings buried in spreadsheets.
But without clear, reliable financials, you’re left:
Wondering where your cash is really going
Struggling to plan for growth or pay yourself consistently
Making decisions based on gut feelings instead of data
It’s frustrating — and risky. You deserve financial systems that work for you, not against you.
Now imagine streamlined, stress-free financials.
At Profitwise Financial, we bring order, insight, and strategy to your business finances — so you can focus on what you do best.
Hi! I’m Bobbie, founder of Profitwise Financial and a seasoned CPA, accountant, and project manager with experience helping small businesses uncover hidden profits and make smarter financial decisions.
When your books are accurate and your strategy is clear, growth becomes simpler — and stress disappears.
SERVICES
We tailor our services to your specific needs and goals.
BOOKKEEPING SERVICES
Keep your books accurate, organized, and up to date — so you always know where your business stands and can make confident decisions.
Starting at $550 / month
CONTROLLER SERVICES
Gain deeper financial insight and oversight with monthly reporting, cash flow management, and systems that keep your business running smoothly.
Starting at $850 / month
FRACTIONAL CFO SERVICES
Turn your financial data into strategy with expert forecasting, budgeting, and advisory support that helps you plan and grow with confidence.
Starting at $1,550 / month
Certifications
HOW IT WORKS
CONTACT US
1
Fill out the contact form to be connected with our team.
SPEAK WITH AN ACCOUNTANT
2
We’ll reach out to learn more about your goals and challenges.
GET OPTIONS
3
We’ll analyze your unique needs and provide you with options.
GAIN CLARITY AND CONFIDENCE
4
Make informed decisions with accurate books and strategic insight.