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Bookkeeping + Business Strategy for Service Pros Who Want More Than Just Numbers

You’re a hands-on business owner serving homeowners with skill, sweat, and pride — but behind the scenes, your books are either a mess or a mystery.


You're making money, but not sure where it’s going… and scaling feels like guessing.


It’s time to turn your financial chaos into a tool for growth.


With Profit & Purpose is a done-for-you, high-level bookkeeping and strategy service for service providers who are ready to run a real business — not just a job with receipts.

The Details

🧰 What You Get:

  • Done-for-you monthly bookkeeping that’s clean, timely, and 100% aligned with how your business actually runs.
  • Custom P&L breakdowns that help you understand exactly what’s working and what’s leaking profit — no more flying blind.
  • Quarterly strategy calls to help you plan offers, prices, and next moves based on your actual numbers.
  • Cash flow forecasts + expense reviews so you can make decisions with confidence (and stop avoiding your bank account).
  • Growth & exit planning support — because one day, you might want to step back, sell to a trusted employee, or just take Fridays off without stress.


🛠 Who It's For:

  • Construction pros, landscapers, electricians, plumbers, realtors, insurance agents — if you serve homeowners, you’re in the right place.
  • Established businesses who are making money but want clarity, direction, and a game plan.
  • Service providers who want to scale smarter — or set their business up to one day sell.

Make it happen

Just The Books Base Package

Includes:

  • Bookkeeping for up to 4 accounts (e.g., credit card, loan, checking, savings)
  • Up to 5 hours of dedicated bookkeeping work per month
  • Monthly financial reports with clear insights and summaries
  • Quarterly review calls - 90 Minute 1 on 1 zoom call where we review the data and discuss what worked and what shifts could be useful going forward

Pricing Begins at $499/month

With Profit and Purpose Base Package

Includes:

  • Bookkeeping for up to 4 accounts (e.g., credit card, loan, checking, savings)
  • Up to 5 hours of dedicated bookkeeping work per month
  • Monthly financial reports with clear insights and summaries
  • Quarterly strategy calls (1-on-1) focused on:
  • Business growth planning
  • Scaling strategies
  • Creative and cohesive offer ecosystem development
  • Personalized support to help identify profitable services and optimize your business model
  • Access to expert advice for smooth financial management and decision-making

Pricing Begins at $899/month