We exist to help small businesses feel confident about their books.
You’ve done the brave work of taking your skills and talents and turning them into something you hope will become profitable
Executing the business is where you thrive, but it’s easy to get bogged down in the day-to-day management of accounts, expenses and payments. PFS specializes in helping small businesses turn their talents into profit through personalized bookkeeping services. Our specialization is serving clients in the service and retail industry as well as helping self-employed individuals stay up-to-date on their business expenses.
We have a grassroots background, having personally invested in the financial groundwork for a successful business startup, so we understand the unique needs of your growing business, through every stage.
We exist to help small businesses feel confident about their books
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We exist to help small businesses feel confident about their books
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We exist to help small businesses feel confident about their books ✴︎ We exist to help small businesses feel confident about their books ✴︎
What we do well:
General Bookkeeping
Customized to fit the needs of your growing business
Fraud Prevention
Careful, consistent attention to all accounts and charges
Assessment & Analytics
Analysis and review of expenses, systems, and profit margins to help your business see more success
Compliance
Calculation and payment of state sales tax and other recurring requirements
Cole Proffitt, Owner
Quickbooks Online Certified PRO Advisor
My Story
In 2019 my wife and I started a small business in Tulsa called Charcuteray, making artful cheese and charcuterie boards. Neither of us had an entrepreneurial background, so this was quite the leap for us!
As the business grew, we navigated all the processes of adding part time and full time employees, better sourcing products, and then started making plans to open up our first brick and mortar location. We quickly realized that as a business grows, it just gets more and more complicated. And there is not always time to make sure our finances were in order.
I took on a bigger role in managing our company’s finances are realized how much more stress free our lives were when we simplified our processes and managed our books consistently.
I enjoyed bookkeeping and helping small business owners so much that I realized I wanted to make a career out of it. I would love the opportunity to hear about your business and help make you have confidence in your business’s finances!
