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Hi, I'm Shaun.​​
For nearly twenty years I've helped executives and business owners make smarter financial decisions.​
I started Profitwyze because I believe small business owners deserve more than accurate bookkeeping. They deserve a trusted financial partner who explains the numbers and helps them make better decisions.
What to expect
Peace of Mind
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Understanding of your financials
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Accurate, tax-ready books​
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Freed up time
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Answered financial questions
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Explanations in plain English
Answered Questions
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Did I have a good month?
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Am I making enough money?
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Why didn't my bank account increase?
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Can I hire another employee?
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Can I afford another truck?
Our Bookkeeping Services
Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready
✓ Bank & credit card reconciliations
✓ Categorize transactions
✓ Clean-up or catch-up books
✓ Monthly financial reports
✓ Chart of account maintenance
✓ Email support
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CFO Services
Need more than bookkeeping? We provide monthly reports that give you confidence and actionable insights
✓ Strategic Planning
✓ Budgeting & Forecasting
✓ Financial Modeling
✓ Cash Flow Projections
✓ Analysis
✓ KPIs, Dashboards​​
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Other Services
We can help train you or your staff on QuickBooks so your office runs efficiently
✓ QuickBooks training
✓ Chart of accounts optimization
✓ Financial statement reviews
✓ Tax Partnerships
✓ Private Equity​
Who I like to work with
If you own a service business and want to understand your finances without becoming an accountant we'll probably work well together.
Landscaping
Pest Control
HVAC
Cleaners
Garage Flooring
Pool Maintenance
And more...
If you don't have a service business, contact us anyway, because if we can provide value to you or your business, we want to work with you!
Why Profitwyze?
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Fixed monthly price
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No contracts
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Dedicated bookkeeper
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19+ years of business finance experience
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Easy-to-understand financial reports
We’re good with numbers
19
16%
50%
5+
Years of finance and accounting experience
Partner year-over-year sales growth
Reduction in tax preparation time
Hours you save each month by having us manage your books
Check out what our customers are saying on Google
CONTACT
Let's See If We're a Good Fit
I'd love to learn about your business. No pressure. No accounting jargon. Just a conversation about where you are today and where you'd like your business to go.
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Send me a message and I will get back to you shortly.
(480) 442-3223
