See how Profit Matters gets your practice ahead.
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Get in touch to discuss a package
We handle your bookkeeping, minimize your tax burden, and give you peace of mind.
We’re here to help!
We’re virtually located all over the US!
Headquartered in Dallas, Texas
General FAQs
How do you manage onboarding?
We start the process online using our onboarding form. From there, we schedule calls to set expectations and get access to your bookkeeping or tax software.
What type of support is included?
Basic bookkeeping clients receive up to 30 minutes of monthly support. Packaged plans that include AP/AR, payroll, and CFO services come with at least one hour of dedicated support each month.
What type of companies do you work with?
Our focus is on healthcare professionals: dentists, veterinarians, optometrists, dermatologists, and audiologists. We also support other small-to-midsize businesses that value proactive financial management.
How will I be invoiced or charged?
We auto-debit your account on the 1st of each month.
Which methods of payment do you accept?
ACH is our standard. We also accept credit cards (with a small fee) or mailed checks if ACH is not possible.
Do you offer discounts to bookkeepers and CPA firms?
Yes. Discounts are handled case by case. Contact hello@profitmatters.co with details about your firm.
What if I just paid and decide to upgrade?
Your new plan will take effect with the next billing cycle. Just let your account manager know.
My bookkeeping records have errors or haven’t been entered yet. Can you fix that?
Yes, we offer hourly clean-up and catch-up services. Our team will provide a custom quote.
Can I cancel, upgrade, or downgrade later?
Yes. Profit Matters is a monthly subscription. We just ask for 30 days’ notice to stop billing.
My transactions are manual — can you handle that?
Yes. Manual transaction entry is available at our hourly rate.
