Financial Accounting Services
Financial clarity for smarter decisions
Plated Profits, Licensed CPA
Services
Perfect for freelancers, solopreneurs, and small businesses just starting out.
Includes:
Transaction categorization and data entry
Monthly bank and credit card reconciliations
Basic financial reports (Profit & Loss, Balance Sheet)
Expense tracking
Email support for bookkeeping-related questions
Ideal for clients who need clean books and compliance without the bells and whistles.
Designed for growing businesses that need deeper insights and more hands-on support.
Includes everything in Basic, plus:
Accounts receivable and accounts payable management
Payroll coordination (with third-party providers)
Cash flow tracking and forecasting
Quarterly financial reviews and performance snapshots
Integration with invoicing and payment platforms (e.g., Stripe, Square, QuickBooks)
Priority email and scheduled phone support
Great for business owners who want to stay proactive and make informed decisions.
Tailored for established businesses ready to scale and optimize their financial strategy.
Includes everything in Intermediate, plus:
Budget creation and variance analysis
KPI tracking and custom reporting dashboards
Strategic financial planning and goal setting
Liaison with tax preparers
Audit preparation and documentation support
Monthly strategy calls and ongoing advisory
For clients who want a true financial partner—not just a bookkeeper.
About
Plated Profits
With a commitment to delivering tailored solutions and actionable insights, I empower businesses to unlock their full potential and achieve sustainable growth. I bring a wealth of expertise and dedication to understanding and meeting the unique needs of each client.
Contact me
Interested in working together? Fill out some info and I will be in touch shortly. I can’t wait to hear from you!