Protecting the Profit you'll put in your Pocket!


Profit First Consulting

Pocket Protector Bookkeeping is one of the select few firms, nationwide, that has received a certification in Profit First. What does this mean for you? We will guide you with the methods to greatly increase the profitability of your business. Of course, we will manage your accounting and help you with your books - but any bookkeeper can do that. Pocket Protector Bookkeeping also provides the most important financial factor - maximizing your profits.

Full-Charge Bookkeeping

Pocket Protector Bookkeeping provides full-charge bookkeeping services. What does this mean? We can handle your accounts payable, accounts receivable, payroll, and bank reconciliations, produce your financial statements on a monthly, quarterly, or annual basis, and help you prepare budgets and cash flow projections. We don’t “do” taxes, but we will work closely with your tax preparer to help ensure you pay as little tax as possible.

Business Planning

Pocket Protector Bookkeeping is a LivePlan Expert Advisor. Business planning isn’t only about getting funding for your business, though using LivePlan’s intuitive and beautiful cloud-based software, we can help you prepare a document you can present to your lending officer or potential investors. Business planning becomes most powerful when you revisit your plan regularly and track your progress, and we love helping our clients do just that!


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Bookkeeping isn’t a necessary evil; it is essential to the well-being of your business! Pocket Protector Bookkeeping focuses on “protective” bookkeeping. What does this mean?

Protective bookkeeping:

  • Protects your credit, by making sure you are paying your creditors on time and not borrowing more than you can repay.
  • Protects your business from fraud, through regular review of your bank and credit card statements.
  • Protects your cash flow, by ensuring customers are billed and payments are collected on time.
  • Protects your future, by reviewing your business' financial position putting your Profit First. How many bookkeepers drive profitability in your business? As a certified Profit First Professionals organization, that’s exactly what we do!

Using the latest cloud technologies – Pocket Protector Bookkeeping is a QuickBooks Online Certified ProAdvisor, Xero Certified Advisor, LivePlan Expert Advisor, and FreshBooks Certified Beancounter – we can help you protect and manage your business no matter where you are. You always have full access to your accounting information.