Plan for Profit

Beyond Bookkeeping

Your business is complex and there are many moving parts. We connect all of your key business and financial data in a strategic way. We guide business owners and guide them toward reaching both, their business and personal goals. And developing a process for sustaining profitability.

Our Mission is to Help You Plan for Profit.

Beyond Bookkeeping...

Our collaborative, team approach goes beyond the numbers. Enabling you to reach your goals.

We work with you to develop a roadmap for your business.

External CFO Services
Beyond Bookkeeping

Plan to Profit

Let's start your journey to financial freedom.

Transform the way you run your business by looking at cash flow from a new vantage point. Our efficient system for creating a repeatable and sustainable profit will put you on the road to financial freedom.

Insight +

Clear reporting allows decisions to be made based on planning.

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Clarity =

Gaining clarity over your finances is the first step.

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Financial Freedom

Profit first, let's you grow your business and reach your goals.

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How to Work with Us

Profit First Certified

Profit Strategies + Business Advisory

No Excuses. Be Profitable. Outsourced CFO Advisory.

Work with us to develop a system for running your business in a sustainable way that creates long-term success.

 

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Bookkeeping + Beyond

Goal Setting, Strategic Planning, Reporting, Forecasting.
The perfect addition to your  team. We act as an outsourced advisory partner to provide a consultative role.
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Bookkeeping Services

I walked into DGL with a box full of receipts, feeling unsettled about how I was running my business. Today, I am confident about the direction in which my business is headed.

J. Rogers
 

Profit First

Our Methodology

As a certified Profit First Professional, we partner with small- and medium-sized businesses as their trusted advisor and work with them to build highly profitable businesses.

Profit First, Mike Michalowicz

Get the first 2 chapters free!

Let us help you get started on your Path to Profit with the first 2 chapters of the Profit First book.