Mission: What is a Profit Point?
At Profit Point Financial, our mission is to provide trustworthy and friendly financial guidance tailored to your unique needs, of course, but more than that, our mission is to help you find your Profit Point.
What is your Profit Point?
Of course, your profit point is the mathematical point at which your income exceeds your expenses, but it’s so much more than that.
What is the point of making a profit for you?
Is it to provide for yourself and your family? To be able to pursue your hobbies? To retire early? To pay for your kids’ activities and education? What dream did you have when you first launched your business?
When your bookkeeping is done accurately, you can better grow your business to maximize your profit and fund your beautiful life.
About Me
I’ve had a fascination with numbers and organization since I was a kid. I remember dumping out every coin from my piggy bank (which was actually a teddy bear!) just to sort and count them. By fifth grade, I could balance a checkbook, and when I started driving at 16, I got my first credit card—with strict instructions to only spend what I could pay off each month. Keeping money organized has always come naturally to me, and there’s a real beauty in the structure of bookkeeping that I love.
My education and employment background is engineering and programming, so you know I love logic and numbers! Today, I’m a QuickBooks Online Pro Advisor (Level 1) and hold an Associate Digital Bookkeeper certification from the Digital Bookkeepers Association.
Raised by an entrepreneur, I’ve always admired small business owners. Having only ever worked for small businesses, I know how many hats these dedicated people wear. My mission with Profit Point Financial is to take bookkeeping off your to-do list, freeing up your time and energy for other important parts of your business.
While I’m serious about keeping your books accurate and up-to-date, I don’t take myself too seriously! My style is laid-back, and I’m known for a sense of humor that’s very Fozzy Bear, with a GIF or two thrown into emails and texts. I’m here to make the bookkeeping process as smooth as possible by setting up cloud-based systems, so we can keep communications minimal and let you focus on running your business.
Bookkeeping Certifications
Schedule a Consultation
Are you a business owner ready to hand off bookkeeping duties, so you can focus on what you love?
Fill out the contact form below, and I’ll reach out to schedule a consultation.