Setup and cleanup

New to business? Get your books set up right, falling behind? Let us do the catchup.




Paying too much or not sure how to do everything? Our team will process payroll and handle everything.



Financial Reporting

New to business? Get your books set up right, falling behind? Let us do the catchup.



Accounts Payables and Receivables

Are you still sending out your own invoices? Paying your own bills?



Monthly reconciliations

Our team will reconcile your books for you every single month while you’re busy making sales.




Looking to take the business to the next level? Our financial experts will work with you.



Budget Planning

We make sure your budgets are set as accurately as possible so that you can maximize your bottom line.




Forecasting plays a pivotal role in making today’s business decisions. We help you do just that!



Tax Planning

Don’t wait until after the fact, we help you before the year ends to properly plan and lower your coming tax liability.




Not happy with your current provider or just looking for our services support? We offer world-class, one-on-one service.



Profitability Enhancement

Combining our wide-range of services and versatile team members, our number one goal is to enhance your business’ profitability.



Tax & Accounting

When it’s all said and done, your tax records and accounting are important to maintaining your business afloat.


Do you know your numbers?

Please tell me that you’re not still doing your own books! Get my new book on Bookkeeping Free! There are so many things going on with running a small business that it’s so easy for the business owner to lose focus on actually growing because he or she is so bogged down with everything else going on. Being a business owner is hard! So what is the answer? Delegate Stop trying to do everything yourself because if you try doing everything -you end up doing nothing. We do not do everything because we know that if we try to be a one stop do it all shop- the we ‘ll just be ok at a lot of things and we’d rather be amazing at one thing and that is bookkeeping. What makes us so good? It’s simple. We don’t do bookkeeping we do PRO- Keeping because we are proactive with our clients instead of reactive. Remember, we all have finite time and energy- and every minute we spend sending out invoices and running after clients is less time focusing on growing. As a thank you for reading this far I wanted to offer you a brand new copy of our book “Growing by Knowing”- just let me know where to send it and we’ll mail you a copy!

Email Phil at pl@plcfo.com

Do you know your numbers?

Take the ‘Know Your Number Challenge’

It will take less than 3 minutes