Three vendors, zero coordination. Your bookkeeper, your CPA, and your payroll company don't talk to each other. You're the one connecting the dots.
One conversation a year. Your accountant shows up in April, hands you a number, and disappears. No strategy. No warning. No help.
You don't actually understand your numbers. You nod along in meetings and secretly Google terms later. That's not on you — it's on whoever's supposed to be explaining them.
You're probably overpaying on taxes. Not because you're doing anything wrong — because nobody's looking at your whole picture, all year long.
Whatever your books look like, whatever you don't know, wherever you're starting from — we've seen it, we don't cringe at it, and we're not here to make you feel bad about it. We're here to fix it, explain it, and help you do better with it.
No more patching it together. We cover every financial function your business needs — and unlike working with multiple vendors, ours all talk to each other.
Clean, accurate books every month. No surprises at tax time. Just numbers you can trust and use.
We invoice your clients and chase the money so you don't have to. Cash flow problems often start here — and end here.
Your team gets paid correctly and on time, every time. We handle the compliance so you never lose sleep over it.
Vendor management, expense tracking, and bill payment handled — so nothing slips through the cracks.
Federal, state, multi-jurisdiction sales tax — all managed, strategized, and filed. Year-round, not just April.
Big-company strategy at a small-business price. Tax lens and CFO lens working together — not in separate silos.
Know where you're going. We build the models that give you confidence in every financial decision.
When it's time to raise, we build the financial narrative and models that make investors say yes.
Proactive outreach, honest recommendations, and a team that treats your business like we have skin in the game.
Every business is different. If your needs don't fit neatly in a box, that's exactly our specialty — we build custom engagements around what you actually need.
We know you've tried other accountants. Here's what's different — and why it matters for your bottom line.
Stop managing vendors who don't talk to each other. Every discipline — bookkeeping, tax, CFO, payroll — under one roof, with one point of contact who actually coordinates.
Most firms advise through either a tax lens or a CFO lens. We hold both at the same time — because your P&L and your tax strategy need to be in conversation, not in separate silos.
We don't wait for you to call with a problem. We're in your corner in October, asking questions before they become expensive mistakes.
We explain things until you actually understand them — not until you stop asking. And wherever you're starting from, we meet you there. No shame.
Not just compliant. Not just clean books. Smarter decisions, less overpaying on taxes, a business that actually makes more money.
Finance shouldn't require a translator. It shouldn't leave you more confused than when you started. And it definitely shouldn't only show up once a year.
Work With Us →Probably the most fun finance team you'll ever work with. Definitely the most thorough.
Joey built The Profitability Project on a belief she carried from years as a corporate CFO: small businesses deserve the same caliber of financial leadership as Fortune 500 companies — just without the price tag or the attitude. A keynote speaker at accounting conferences including Intuit, she brings that same no-nonsense clarity to every stage she steps on and every client she works with. When she's not building the future of small business finance, she's cheering on her football coach husband and their three kids somewhere in Utah.
Mackenzie is the force behind TPP's client experience — the reason every engagement feels seamless, every question gets answered, and every client feels like the most important one. She has a genuine passion for making people feel taken care of, and it shows in everything she builds. A former college basketball player and mom of three, she brings the same competitive drive and team-first mentality to operations that she did to the court. She runs the show from Washington state, where she lives with her husband (a cop who appreciates her attention to detail) and their family.
Detail-driven and deadline-obsessed, Rebekah keeps your accounts airtight and your reconciliations clean. She also happens to have an almost unfair talent for collecting on overdue invoices — if someone owes your business money, Rebekah is who you want making that call. A billing and payroll specialist through and through, she's a mom of three based in Nevada who brings a quiet tenacity to everything she touches.
Strategy, forecasting, and financial storytelling — Gracey brings big-firm CFO thinking to small businesses that need it most. As a Utah native and small business owner herself, she knows firsthand what it means to make high-stakes financial decisions without a safety net. That lived experience makes her not just a great CFO, but an exceptionally empathetic one.
Sharp, fast, and always learning — Althea brings fresh energy and meticulous attention to every account she touches. She's based in Washington, holding down the fort as a mom of two while her husband finishes med school. The kind of multitasking that requires? Let's just say her attention to detail is well-practiced.
Davie lives in the tax code so you don't have to. With a background in government accounting, she's trained to find every detail, question every number, and leave absolutely nothing on the table — which means she catches things other tax professionals routinely miss. A Utah-based mom of three and a record-holding bowler, she brings that same precision to the lanes and to your return.
Clean books are Linsay's love language, and she speaks it fluently. Reliable and thorough, she's the kind of bookkeeper you'll wonder how you ever lived without — and once you work with her, you won't have to find out again. She's a Utah-based mom of three who brings the same quiet consistency to her work that makes great bookkeepers irreplaceable.
Multi-state sales tax is one of the most chaotic corners of small business finance — and Korynn is completely at home in it. She handles every jurisdiction with precision and calm, so compliance never becomes a crisis. Based in Oklahoma with her med-student husband and two daughters, she's no stranger to managing complexity with grace.
No shame. No judgment. Whatever your starting point, we meet you there. Finance isn't a moral test.
Tax, bookkeeping, and CFO strategy aren't three separate things. Treating them in isolation only benefits the firm — not you.
If you leave more confused than when you started, that's our failure. Not yours. We explain things until they click.
Being compliant is the floor, not the ceiling. We're here to make you more profitable — not just file the right forms.
Our job isn't to gatekeep financial truth. It's to make sure you understand exactly what's happening in your business.
The best financial advice comes before something goes wrong. We show up all year — not just when there's a deadline.
Getting started with a new finance team feels daunting. We've made it as painless as possible — and we handle the heavy lifting.
We learn your business, your pain points, and where the money's going. No pressure — just an honest conversation about fit.
We build a proposal around exactly what you need. Not a package you'll overpay for, not a watered-down version with gaps.
We handle the transition. Clean up what needs cleaning, connect your tools, and make sure nothing falls through the cracks.
Monthly reporting, proactive check-ins, a team that knows your business like it's their own. This is the long game.
Tell us where things feel broken. We'll figure out if we're the right fit — and we'll be honest if we're not.
"We don't do high-pressure sales calls. If we're not the right fit, we'll tell you — and probably refer you to someone who is."