Services

Your finance department, delivered as one scope.

ProfitLine replaces the patchwork of part-time bookkeepers, spreadsheets, and unowned admin with a single accounting team that runs your books, your cash operations, and your reporting.

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.

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.

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.

What we do

Six areas of responsibility.

Scopes are built from these areas and sized to your organization. Most clients start with bookkeeping and reporting, then add the operational layers.

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.

  • Monthly bookkeeping at a fixed rate
  • Catch-up and cleanup engagements
  • Bank and credit card reconciliation
  • Chart of accounts structure
  • Intercompany account maintenance
  • Financial schedules and supporting workpapers
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.

  • Customer invoicing
  • Accounts receivable and collections follow-up
  • Accounts payable and vendor management
  • Payment processing
  • Expense reimbursements
  • Cash-flow management
03

Financial and Management Reporting

Reporting built for the person making the decision — not a generic export from the accounting platform.

  • Balance sheets
  • Income statements
  • Cash-flow reporting
  • Job costing and project profitability
  • Budgeting and variance review
  • Customized statements for boards and funders
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.

  • Payroll processing support
  • Payroll journal entries and reconciliation
  • Onboarding and records administration
  • Benefits and deduction tracking
  • Contractor payment administration
  • HR process documentation
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.

  • Recurring compliance calendars
  • Sales tax support with TaxJar
  • Audit preparation and auditor liaison
  • Grant and restricted-fund compliance
  • Year-end close and filing support
  • Coordination with your tax professionals
06

Workflow and Systems Optimization

The systems layer: choosing, connecting, and documenting the cloud tools that make the whole operation faster.

  • Accounting platform selection and migration
  • App stack integration
  • Approval and documentation workflows
  • Process documentation and handover
  • Internal control improvements
  • Ongoing optimization reviews

Platforms

We work in your stack, not ours.

ProfitLine is platform-agnostic. If you already run a cloud accounting system, we work in it. If you need to move, we handle selection and migration.

  • QuickBooks
  • Xero
  • TaxJar
  • FreshBooks
  • Zoho Books
  • Wave

A note on tax. ProfitLine does not prepare tax returns. We coordinate with your tax accountants and give them the schedules, reconciliations, and reporting they need at year end. Ask us how that works.

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.