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About Profits & Planning, LLC
Our Mission
Our mission is to empower businesses with accurate and timely accounting solutions, delivering insightful reporting, profitability analysis, and strategic financial planning. We are dedicated to helping our clients manage their cash flow effectively and make informed decisions that drive success. Let us streamline your financial processes and pave the way for your company's growth and prosperity.
Our Services
Our virtual accounting firm serves as a strategic partner to small business owners, acting as their Chief Financial Officer to understand pain points and provide tailored solutions. We work hands-on in the financial details, effectively communicating results to stakeholders with a vested interest. With a focus on ensuring completeness and accuracy in bookkeeping, we also assist in developing strategies to help businesses meet their goals successfully.
Our Team
As the President of the company, Michelle has leveraged over 17 years of professional experience supporting a wide array of industries and functional areas. From small, family-owned businesses to Fortune 50 global corporations, Michelle has honed her skills in advanced accounting procedures, financial planning and analysis, business reviews, and streamlining month-end close processes to facilitate timely decision-making. With a Bachelor of Science degree in finance from the University of Florida and a Master of Accounting (MAcc) degree from Saint Leo University, Michelle brings a wealth of knowledge and is dedicated to providing exceptional financial solutions and driving success for our clients.
Our Values
Our culture is built on trust—and we want to earn yours.
We believe that doing the right thing is the only way to do business. We help you feel confident about your financials so you can focus on what really matters: running your company.