Numbers and spreadsheets may be boring, but we’re not! At Profit & Lattes, our mission is to help small and scaling businesses achieve financial freedom and greater profitability while freeing up the time they need to focus on what they do best. We go beyond bookkeeping with expert-driven financial support & set-up, management, advising and forecasting.

No way! Whether you're just starting or already thriving, smart business decisions start with tracking your numbers. We'll help you grow from where you are today to where you want to be tomorrow.

Yes, we only use QuickBooks Online (QBO) for our client’s bookkeeping needs. QBO offers numerous advantages, including real-time data access, automatic bank feeds, and seamless integration with other financial tools. In addition, using only one piece of software allows our team to be experts (all of our team is QBO ProCertified). Don't worry; we'll guide you through the setup process and ensure you're maximizing the benefits of QBO for your business.

Just grant us online access to your financial accounts, and we'll take it from there. With read-only accountant logins, we ensure security and efficiency, sparing you from data requests and unnecessary hassle.

At Profit & Lattes, we understand that every business is unique, which is why we tailor our services to meet your specific needs. Our minimum monthly rate starts at $400, ensuring that even the smallest of businesses can benefit from our expertise without breaking the bank.

Getting started with Profit & Lattes is straightforward and streamlined! To begin, simply visit our website and schedule a Discovery Call. This initial conversation allows us to understand your business needs and objectives, and explore how our services can best support your goals. Following our discussion, we'll craft a tailored plan designed specifically for your business, setting the stage for your financial success. Ready to take the next step? Let us guide you toward financial clarity and success!