Free profit guide from a CPA

You're making the sales. But are you keeping the money?

Get Don't Burn Through Your Profits: the 7 numbers every profitable CEO needs to see every single month, so you can keep more of what you make and make every decision with confidence.

Where should I send your guide?

Quick gut check

Could you answer these for last month, right now?

  • Total sales
  • Your #1 income source
  • Total expenses
  • Your top 3–5 expenses
  • Net profit
  • Profit margin
  • What to set aside for taxes

Hesitated on even one? You're not alone. Plenty of successful owners can't answer all seven. Not because they aren't smart, but because nobody has painted the picture for them yet. That's what this guide is for.

Inside the guide

Last year's numbers are history. Last month's are strategy.

7

The numbers that matter

Each one in plain English: what it is, why it matters, and a spot to write yours down for last month.

3

Levers to grow profit

There are only three ways to increase profit. Here's the order to pull them in, and how your numbers tell you when it's time.

1

Honest diagnosis

Why so many owners can't answer all seven, even with a bookkeeper, and how to fix it for good.

Meet your guide

Hi, I'm Katie.

CPA, fellow business owner, and bookkeeper to 50+ small businesses. After leaving corporate to start my family, I built Orderly Accounting so I could stay out of the cubicle and be present at home.

Now I help other owners get the financial clarity to build that same kind of life. Because sales are exciting, but profit is the money that actually changes your life.

Katie

From a client

“Shortly after starting my bookkeeping with her, I 5X'd my income and had my first $700K+ cash year. When my business shifted majorly postpartum, her guidance and being able to SEE the numbers are why I'm on track for a half-million-dollar year after basically starting over from scratch.”

Megan Yelaney

Orderly Accounting client since 2019

Ready?

Find out what you're actually keeping.

Grab the guide, pull up last month, and fill in your seven numbers. It's the clearest 20 minutes you'll spend on your business this month.

Send me the guide