Our preferred process is to undertake a Zoom meeting during which we ask lots of questions about your business and the level of help and direction you want, then create a letter of engagement with the options for you to select the assistance you need to meet any budget constraints. We prepare an annual budget for PF and associated compliance then bill in manageable weekly amounts.
Vanessa, a qualified Bookkeeper who has been running her own Bookkeeping Service since 2010, suggested a joint venture of Mornington Peninsula Bookkeeping and Tax After Hours (owned by PFA’s former Co-Director Edie May) and worked hand in hand.
Vanessa started to engage with a business coach from The Game Changers leading to both deciding TGC could help them choose their new direction grow to a level to enable Edie’s retirement and for Vanessa to experience work/life balance with her lovely husband and children.
After an incident on PFA’s former Co-Director’s tax practice, Vanessa opted to create PROFIT FIRST ACCOUNTING and gain certification. After the presentation, it appeared to be an obvious fit and became qualified.
This method allowed them to work CREATING history rather than the previous accounting model in which they were DOCUMENTING history long after it had happened, and when little to nothing could be done to correct any issues.
To this date, Profit First Accounting has over 300 clients with 2 bookkeepers, 1 junior accountant, and 1 tax returns specialist.
To serve Australian business owners who want to implement profit first and live debt-free. We are passionate about providing business owners with clarity, pathways, technology, and innovation to work with the profit first methodology.
We pride ourselves on always working professionally, with a smile on our faces, and in accordance with all laws. Our clients can always expect clarity! Understanding “your business serves you” forcing business owners to face facts. “Cash is King”. Together we will eradicate entrepreneurial poverty.
Profit First Accounting helps Australian business owners innovate, systemise, and take Profit First.