Your Profit Parter

With Profitly, we act as your dedicated Business Financial Advisor, providing clear and actionable financial guidance tailored to your needs. Our focus is simple: helping you increase profits and drive growth. We offer expert advice at, so you can focus on achieving your financial goals with confidence. Partner with us, and let’s make your financial success a reality.

Get Started

Expert Financial Guidance, Flat Monthly Fee



Our guidance starts with a thorough assessment of your business's cash flow, allowing us to gauge its overall financial health. By leveraging current data, we stay ahead of the curve, helping you make informed decisions. We're dedicated to uncovering hidden profits, unnecessary costs and enhancing operational efficiencies, ensuring your resources are optimally utilized—all for a flat monthly fee.



Increase Cashflow

Reduce Expenses

Forward Projections

Greater Profit

How do we work

With Profitly, we focus on a targeted, collaborative approach to business financial consulting, working with business owners from across the nation. Our team of expert advisors provides personalized guidance that supports your business's sustainability and profitability. With a secure framework for monitoring and ongoing advice, we empower you to make informed decisions every step of the way.

The hardest thing about getting started, is getting started.



1.

Book your Get Started Meeting to explore your business goals and gain insights into your financial health.


2.

We will return with prompt, actionable strategies to cut costs and enhance profitability.


3.

Let’s begin our journey. We will assist you in crafting a strategic plan for your business, delivering actionable guidance and continuous insights.


4.

Assess and Analyze. Always striving ahead. We are your dedicated ally in achieving profitability.



Choose your plan

Select the plan that's right for your business.

$499/month

FOUNDATIONS

Startups, and small businesses with revenue up to $500K.

Business Basics Setup

  • Assistance with entity selection (LLC, S-Corp, etc.)
  • Guidance on opening business bank accounts and payment systems
  • EIN registration and business compliance support

Financial Foundation

  • Creation of a basic financial plan and budget template
  • Monthly cash flow review and recommendations
  • Simple bookkeeping setup (integrating QuickBooks or similar tools)

Strategic Support

  • 1-hour monthly advisory session
  • Goal-setting and business roadmap creation
  • Access to Profitly’s knowledge resources (checklists, guides, and templates)

Cost and Tax Optimization

  • Quarterly tax projection reviews and deductions guidance
  • Vendor and expense review for cost-saving opportunities

Growth Planning

  • Evaluation of funding options (microloans, lines of credit, etc.)
  • Marketing basics: creating a simple online presence and customer outreach strategies

Live Plan membership included


PROFIT & GROW

$799+/month

Well suited for businesses with revenues up to $2M.

Comprehensive Financial Reviews:

  • Monthly deep dives into financial statements.
  • Provide actionable insights to improve profitability and manage cash flow.

Strategic Planning:

  • Assist in creating 3-5-year financial growth plans.
  • Help develop revenue projections and expense models

.KPI Development and Monitoring

  • Identifying industry benchmarks and tracking key performance indicators.
  • Setting and achieving quarterly or annual performance goals.

Cost Optimization:

  • Identify areas for cost-cutting or operational efficiencies.

Debt Management & Capital Sourcing:

  • Advise on debt restructuring and sourcing loans or equity funding.

Tax Efficiency Reviews:

  • Coordinate with accountants to implement tax-saving strategies.

Dedicated Support:

  • Up to 2 virtual meetings per month, with on-demand email/phone support.

Vendor Sourcing & Review

  • review of technology platforms
  • human resource, payroll & accounting reviews with recommended partners

Benefits Advisory

  • Retirement plan review recommendations, saving strategies and implementation
  • Insurance risk assessment and recommendations




Everything in Profit and Grow + Businesses with 2M+ in revenue.

CFO -STRATEGIC PARTNER

Tailored Pricing

Full-Service Financial Oversight:

  • Monthly financial reviews and real-time reporting.
  • Detailed analysis of profitability, margins, and cost structures.

Capital Allocation & Investment Strategy:

  • Help manage capital expenditures and return on investments.
  • Develop strategies for reinvesting profits to support growth.

Scenario Planning & Risk Management:

  • Conduct financial scenario analyses to prepare for market shifts.
  • Help mitigate financial risks through strategic planning.

Funding Support:

  • Assist with funding applications, preparing for investor meetings, and structuring deals.

Growth Strategy Consulting:

  • Work directly with leadership to align financial goals with business objectives.

Custom KPI Dashboards:

  • Develop personalized financial dashboards for decision-making.

Hands-On Support:

  • Weekly strategy calls and in-person meetings as needed.
  • Unlimited email/phone support.


Unlock Higher Profits with our Free Cash Flow Optimization Review.


The initial complimentary cash flow assessment aims to identify opportunities for your business to ignite profitability and enhance its overall health. 

Cash flow Optimization

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