If you're a small business owner, you're reading this, and you don't have a bookkeeper already, then the short answer is YES.

Not to worry! If you want to ask questions in private, you can DM us! Being vulnerable about your finances sometimes takes a deep breath and a leap of faith. You are in good hands!

We want to be there to support you as you DIY and realize that sometimes, you may need a little more hands-on approach than the group setting offers. The good news is that our members get exclusive access to us! We offer 30-minute strategy calls. These meetings are held via Zoom so that you can screen share with Jen and/or Lisa and really dive into your business.

We are intentionally offering this at a low-ticket price because we believe even the smallest of businesses are worthy of skillful money management. And while we hope you see the value, we understand that investing in your business can be a scary thing - no matter the price. So to offer some perspective...

If you were to hire two CFOs for your business, it would cost an estimated $2,200/month.

If you were to skip the advisory portion and just hire a bookkeeper, it would cost a minimum of $300/month. 

In this membership, you have two CFOs who help you with the bookkeeping for only $40/month.

Long story short, it's a no-brainer of an investment!

This is all up to you! If you need minimal assistance and ask only 1 question per month in the Heartbeat Community, your monthly fee pays for itself in that one expert answer.

However, if you want the full benefit of the membership, we encourage active members; therefore the more active you are in the community, the more value you will gain. You never know what other business owner will become your new biz-bestie, and perhaps you collaborate with another member just as Jen & Lisa have to form this membership community! (Did you know they met in a bookkeeping community not unlike this community?)

Empowered business owners who take initiative and ask questions have so much to gain from this community, where passive members will easily benefit beyond their monthly investment with knowledge gained as well.

The first and third Tuesdays of every month are our regularly-scheduled Zoom meetings.

The first Tuesday is a co-working session where we all work collectively on our own business bookkeeping, ask questions, and hold each other accountable.

The third Tuesday of every month is a workshop with relevant topics that directly impact your PROFIT, which is what we are all in business for in the first place! These topics will rotate, and members will have input each month.*

*All workshops will be recorded and available anytime if you cannot make it to the live session; however, the more active members on the calls, the better! We love participation and questions!

No worries! We record all Workshops, and they will be available within 48 hours to anyone who was not able to attend, and are accessible as long as you are an active memeber.

Coworking sessions are not recorded, however. Since those are meant to be focused working time, and questions are typically very specific to individual businesses and conversations mostly take place in the chat; those are not available if not attended live.

We don't want any hard feelings, and if you join The Profit Society and truly feel that it has not benefited you, email us at [email protected] and we will work with you on an agreeable solution.

It is very likely that you join this group with every expectation of doing your own bookkeeping and being a CEO rockstar. However, it is not uncommon for business owners to immediately feel that they are either in over their head, or have no desire to continue.

If this is you, Jen & Lisa are full-time Bookkeepers and if we are accepting clients, we would love to chat with you about your bookkeeping needs so we can take this task off of your plate.*

*We did not create this group with the intention of turning members into bookkeeping clients, so we will never push this on our members. However, it is always an option. Bookkeeping clients are abundant; therefore, Jen & Lisa are not in competition with each other, and there are no hard feelings if a member becomes a client of either Bookkeeper. We are always thrilled to see business owners having their needs met, and this is all part of the process! We are friends, and love to see each other succeed; members of The Profit Society included!

You are our PEOPLE! We love supporting business owners who have QBO or Xero software already established!

We can help you tweak your chart of accounts to best suit your business, we can help you optimize your reporting, and provide guidance on categorizing transactions and reconciling your bank statements each month!