Financial insight. Real-world decisions.
We translate reliable financial information into meaningful trends, prioritized recommendations, and ongoing accountability. Every month, you receive an executive-style report that explains what changed, why it matters, and where to focus next.
What you can expect each month
A clear financial snapshot
Relevant performance indicators and comparisons that make trends easier to see.
Explanations that matter
Plain-language observations on changes in revenue, profit, costs, and cash.
Practical next steps
Prioritized recommendations, plus follow-through on earlier findings.
Choose your level of support
A consistent monthly advisory report is the foundation of every tier.
Financial Clarity
Understand financial performance, meaningful changes, and immediate priorities.
Profit Improvement
Examine profit drivers, monitor tailored KPIs, and work toward specific targets.
Performance & Growth
Add a focused planning tool, such as a budget or cash-flow forecast.
Strategic Financial Partner
More involved decision support and a second planning tool.
How we begin
We first confirm that the financial records support meaningful analysis, establish a baseline, and identify your most useful indicators. System setup, historical reconstruction, and bookkeeping corrections are separately scoped.
Questions about Profit & Progress
What is Profit & Progress?
Monthly financial advisory for business owners. Each month you receive an executive-style report that explains what changed, why it matters, and where to focus next, plus advisory time with our team.
How is this different from bookkeeping?
Bookkeeping keeps your financial records accurate and up to date. Profit & Progress uses those records to explain trends, recommend priorities, and follow through on them month after month.
Is this the same as your Virtual CFO service?
Profit & Progress replaces our former Virtual CFO service. It is offered in four levels of support, from 2 to 10 hours of advisory time each month.
Do I have to be an SK bookkeeping client?
No. New clients begin with a Profit Opportunity Assessment (from $1,500), so your advisory work starts on reliable numbers.
How long is the commitment?
Engagements run 3, 6, or 12 months. Included hours do not roll over, and additional advisory work is $295/hour unless separately quoted.
Do you work with businesses outside Ohio?
Yes. We serve clients nationwide using cloud-based systems like QuickBooks Online and Zoho, with regular meetings by phone or video.
Start with a conversation about your goals.
We'll talk through where your business is today and which level of support fits.
Schedule a conversation