New York + Miami | Outsourced nationwide
Outsourced accounting for organizations where every project, grant, and client relationship has to perform.
Dianna O’Doherty and the ProfitLine team build and run the bookkeeping, reporting, receivables, payables, compliance, and financial workflows behind creative agencies, professional firms, and nonprofits.
Dianna, CEO
and the ProfitLine accounting team
Cloud-based operations
Best-in-class cloud applications across QuickBooks, Xero, and the wider app stack.
Industry-specific experience
Agencies, professional services, and nonprofits — plus technology, startups, and law firms.
Nationwide service
Offices in New York and Miami Beach, supporting organizations across the US.
Excellent on Google
Based on 15 verified reviews published on the ProfitLine listing.
Who we serve
Three kinds of organizations, three different definitions of good reporting.
Select an audience to see how the financial operation is structured, and what changes once it runs properly.
Know which projects actually make money before the next one starts.
Retainers, pass-through media, and freelance costs make agency margins hard to read. We build the books so project profitability is visible in the reporting, not reconstructed after the fact.
- Project profitability tracking
- Customer invoicing and collections
- Paid-media spend tracking
- Cash-flow management
- SOW and scope expense tracking
- Workflows that scale with headcount
- Reporting layers
- 0+Reporting layersCompany, client, project, retainer, media, and freelance.
- Cloud-based
- 0%Cloud-basedNo paperwork drop-offs, no in-person close meetings.
- Monthly closes a year
- 0Monthly closes a yearA predictable rhythm your leadership can plan around.
We also support technology companies, funded startups, law firms, marketing businesses, and manufacturers. Those engagements run on the same financial operations model described above.
How the work runs
A financial operation built in three stages.
This is the path most engagements follow — not a branded methodology. Foundation first, then the running operation, then the reporting that makes decisions easier.
- 01
Build the Foundation
We clean up historical records, reconcile every account, organize the supporting schedules, improve the chart of accounts, and connect your cloud-based systems so the data has somewhere reliable to live.
- Catch-up and cleanup
- Account reconciliation
- Chart of accounts redesign
- Cloud system connections
- 02
Run the Operation
Your day-to-day finance function runs on our side: bookkeeping, invoicing, receivables, payables, reimbursements, reporting, HR support, and the recurring compliance workflows that otherwise slip.
- Bookkeeping and invoicing
- Receivables and payables
- Expense reimbursements
- HR and payroll support
- 03
Make Better Decisions
Timely reports land on a schedule you can plan around — with project or program visibility, cash-flow clarity, and the context leadership needs to act rather than interpret.
- Monthly reporting package
- Project and program visibility
- Cash-flow clarity
- Budget and forecast support
Core services
One department. Six areas of responsibility.
Everything below is delivered by the same team, on the same reporting cadence, inside one scope.
- 01
Bookkeeping, Catch-Up, and Cleanup
Accurate, current books maintained on a fixed monthly rhythm — including bringing neglected or half-finished records back to a defensible state.
Explore - 02
Receivables, Payables, and Invoicing
The cash side of the operation, managed end to end so money moves on time and nothing sits unbilled or unpaid.
Explore - 03
Financial and Management Reporting
Reporting built for the person making the decision — not a generic export from the accounting platform.
Explore - 04
HR and Payroll Support
Back-office support for the administrative work that sits next to accounting and usually lands on whoever is least busy.
Explore - 05
Compliance and Audit Support
Recurring filings, documentation, and audit readiness handled on schedule. ProfitLine does not prepare tax returns — we coordinate with your tax accountants.
Explore - 06
Workflow and Systems Optimization
The systems layer: choosing, connecting, and documenting the cloud tools that make the whole operation faster.
Explore
Meet Dianna
Financial operations are personal when your business depends on them.
Dianna O’Doherty leads ProfitLine as CEO. Her team is built around a simple conviction that runs through the whole firm: managers make better decisions when their organization’s books are in order and its financial processes are robust.
That means accurate books maintained on a schedule, durable back-office systems rather than one-off fixes, responsive communication when something needs an answer today, and reporting that an owner or executive director can actually act on.
ProfitLine is part of the next generation of outsourced bookkeeping and accounting departments, working through best-in-class cloud applications for small businesses and nonprofit organizations across the US.
The team behind the reporting
Accounting managers, client accountants, and support staff — the people who close your books and answer your questions.
Morgan
Office Manager
Amanda
Dir of Acctg Ops & Acctg Mgr
Lee
Accounting Manager
Shifa
Accounting Manager
Paul
Accounting Manager
Alenda
Client Accountant
Verified client reviews
Long relationships, in the clients’ own words.
Every review below is published on ProfitLine’s Google listing and reproduced as written.
Excellent
Based on 15 Google reviews
“I have been using The Profit Line for accounting and other services since I opened my business. They are superb! Their vast knowledge is unparalleled (and goes beyond accounting). The Profit Line is extremely responsive, versed in the business, and caring. I don't feel like “just another client”.”
Jeremy BresslerPosted on Google “Our company has been working with ProfitLine for close to 10 years. Dianna and her team are smart, professional and a pleasure to work with on a daily basis. They listen to our needs, respond efficiently and accordingly, and take all the stress away from day-to-day accounting.”
Kathryn EisbergPosted on Google “Efficient, thoughtful, and thorough. Dianna & the team at The Profit Line help businesses make data-based decisions that drive growth.”
Charles RosenbaumPosted on Google “Excellent service. The team is quick to respond, precise with their work, and extremely helpful in identifying additional measures of operational efficiency. Would recommend them any day.”
Richard RevolinskyPosted on Google “Their team is not only professional and diligent but also incredibly friendly and approachable. They really take the time to understand my needs and offer expert advice. It's clear that they are dedicated to providing excellent service and keeping everything organized.”
Anastasia KonkinaPosted on Google “Worked with ProfitLine for several years. They are extremely nice, helpful, quick with communication and professional. Highly recommended!”
Tiina HapuojaPosted on Google “Fantastic full service bookkeeping company. Excellent, responsive, problem-solving and detail-oriented service at fair rates.”
Aaron PiercePosted on Google
Onboarding
From first call to a running finance department.
A guided sequence with a named owner at every step, so nothing depends on remembering to follow up.
- 1
Discovery
A free consultation to understand your organization, your systems, and where the current process breaks down.
- 2
Customized Scope
A written scope covering the services you need, the reporting cadence, and who on our team owns what.
- 3
Secure Setup
Access is granted through your own platforms and secure channels — never through public web forms.
- 4
System Integration
We connect your accounting platform and supporting apps, then rebuild the workflows around them.
- 5
Ongoing Financial Operations
Your monthly rhythm begins: close, report, review, and continuous improvement.
Coming next. A secure client portal, electronic agreements, document requests, automated reminders, and onboarding status tracking are planned additions to this journey. They are not live yet — today, setup and document exchange happen through your own systems and secure channels.
Insights and resources
Practical notes from the close.
Written by the ProfitLine accounting team from live engagements — not generic finance content.
Creative Agencies
What agency books need to show before you scope the next retainer
Project profitability is a bookkeeping structure question long before it becomes a reporting question. Here is how the chart of accounts has to be shaped.
Nonprofits
Restricted funds: the schedules auditors ask for first
Grant reporting rarely fails on the numbers. It fails on documentation. A practical view of the schedules worth maintaining year round.
Operations
What actually happens in a catch-up and cleanup engagement
Reconciliations, chart of accounts repair, and the point at which historical records become reliable enough to make decisions from.
Start here
Tell us how your finance function runs today. We’ll show you what it could look like.
A short assessment gives us enough to prepare a real conversation — organization type, team size, current platform, and where the process breaks down.