THERE'S NO SHAME IN WANTING TO MAKE MORE MONEY

You’re an expert at what you do. Heck, you’ve made it this far (and you should be damn proud). But most coaches and creative entrepreneurs struggle to effectively manage their finances… especially when the money is already coming in.

OUR TEAM IS HERE TO HELP YOU GO FROM...

Unclear to empowered

Overwhelmed to laser-focused

Unsure to confident

Intimidated by numbers to feeling financially literate

WE HELP COACHES AND CREATIVES FIND THEIR 'PROFIT POCKETS'

by becoming an extension of your financial team.

Whether you’re looking for someone to help manage your books every month or looking for advisory and fractional CFO services to help you scale your business…

You’re in the right place.

Nearly half of small business owners say their business is stable but not growing.

-QUICKBOOKS

WE HAVE 3 TIERS OF OFFERINGS

tailored to your unique needs as an entrepreneur:

Monthly

Management

Quickbooks set up
Monthly Quickbook management
Tax Preparation
Payroll
Budget management
Cost tracking
Budgeting and forecasting

Learn More

Advising & Coaching

Strategy & development
Market analysis and competitive landscape
Consulting sessions
Training
Cash flow forecasting
Budgeting and financial goal setting

Learn More

Profit Growth Mastery(™)

Financial health assessment
Profit growth planning
Strategy sessions
Cash flow management
Access to financial tools and templates
Quarterly review and reporting
Support and accountability

Get on the Waitlist

NOT TOO SURE WHAT YOU NEED? DON'T WORRY - WE'VE GOT YOU!

Click here to register for your Free Business Profit Analysis

FREQUENTLY ASKED QUESTIONS

Why is managing my business finances important?

Managing your business finances is essential for maintaining cash flow, making informed decisions, ensuring compliance, and preparing for sustainable growth. Effective financial management helps you understand your business’s financial health, optimize operations, and plan strategically for the future.

What sets Profit & Lattes apart from other bookkeepers, accountants or CPA firms?

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.

Is my business too small for Financial Management?

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.

Do I have to use QuickBooks Online (QBO) for your services?

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.

What do I need to provide for Profit & Lattes to handle my finances?

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.

What is the minimum monthly rate for your services?

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.

How do I get started with Profit & Lattes?

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!