Bookkeeping & financial guidance

Accounting for
strategic growth.

Clear numbers. Better decisions.

Stay on top of your books and understand the numbers behind your business, with a team that helps you move forward.

Let’s talk about your business Email us to get started or arrange a call.
Clarity for your business

Your books.
Your next move.

Accurate, organized bookkeeping
Reports you can understand
Ongoing financial guidance
Sustained Profits
Bookkeeping Fractional controller Financial oversight Tax preparation & CPA coordination
About Sustained Profits

A clearer picture.
A stronger foundation.

Sustained Profits provides bookkeeping, tax preparation, and financial advisory services to help businesses make informed decisions.

From getting your records up to date to providing ongoing reporting and oversight, our focus is on accurate financial information, efficient processes, and support that fits your business.

Get in touch with our team
Our services

The support your
business needs.

From everyday bookkeeping to a broader view of your financial performance.

01 / KEEP THINGS ORGANIZED

Bookkeeping

Day-to-day financial reporting that keeps your books accurate, organized, and up to date. Bank and credit card reconciliations, adjustments, and financial reports.

02 / SEE THE BIGGER PICTURE

Fractional controller

Accrual accounting, revenue recognition, consolidated and multicurrency reporting, budget versus actuals, KPIs, and financial coaching.

03 / STRENGTHEN YOUR PROCESS

Oversight services

Review and guidance for in-house bookkeeping teams, with a focus on accuracy, consistent reporting, and efficient workflows.

04 / PREPARE WITH CONFIDENCE

Tax preparation & coordination

Year-round preparation of financial reports and supporting schedules, with coordination with your CPA or one of our trusted CPA partners for tax filing.

How we work

Get up to date.
Then keep moving.

We start with a year-to-date bookkeeping project to bring your financial records up to date and create a clear starting point for ongoing support.

01

Setup & onboarding

We confirm the scope and deadlines, review your business, and organize tax files, prior books, formation documents, and statements.

02

Review & cleanup

We review your financials, correct errors, and establish a more efficient bookkeeping process.

03

Reconcile & verify

We reconcile bank, credit card, and other financial accounts and verify balances against your statements.

04

Reporting & insights

You receive a year-to-date report with analysis and insights into your business’s financial performance.

Ongoing support,
built around your business.

Once your books are up to date, we recommend a recurring plan based on your transaction volume, complexity, and reporting needs. Your assigned bookkeeper handles ongoing work, supported by management oversight and CPA coordination.

  • Profit & loss
  • Balance sheet
  • Cash flow
  • KPIs & custom reports
Client testimonials

Trusted with the details.

What our clients say about working with the Sustained Profits team.

We’ve had a very good experience working with your team over time. Your support has been consistent, responsive and helpful whenever we needed clarity or guidance.
NicoletaAll About Parenting
We can't recommend Sustained Profits enough to other small businesses who don't have the time or luxury of an entire accounting or bookkeeping team!
BenReload Physical Therapy & Fitness
We trust Rivka's advice and the reports Sustained Profits produce are professional and easy for our stakeholders to understand.
SarahOneStep Power Solutions Inc.

Selected excerpts from our clients’ testimonials.

Let’s connect

Let’s bring clarity
to your numbers.

Tell us about your business and the support you’re looking for. Email our team to ask a question or arrange a call.

Start the conversation by email. We’ll take it from there.