ProfitSurge

Financial
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See where your books stand

Bookkeeping & CFO Services

Your books, finally off
your plate.


ProfitSurge Financial LLC keeps your records accurate and current — and when you're ready for more, our CFO Insights and CFO Advisory tiers turn those numbers into a plan you can act on.
Get a Free Consultation Call (405) 765-9561

What We Handle
Bookkeeping and CFO support built around how you actually run your business


 

01

 

Monthly Bookkeeping

Your transactions categorized, your accounts reconciled, and a clean set of financial statements delivered every month — so tax time is never a scramble.

• Account reconciliations & general ledger management

• Income statement (P&L), balance sheet & cash flow statement

• Month-end close, handled start to finish
 

02

QuickBooks Online Management

Full QuickBooks Online support, from ongoing management to catching up on backlogged books, plus clear visibility into what's actually driving your profit.

• QuickBooks Online setup, support & management

• Catch-up and clean-up for backlogged books

• Identify which jobs or projects are actually making you money

03

CFO Insights & KPI Tracking

A monthly dashboard and plain-English review that turns your financial statements into the handful of numbers that actually drive decisions.

• Revenue growth, profit margins, and cash trends

• Monthly gross & net profit reporting with margin analysis

• Custom review highlighting risks and financial trends
 

04

Forecasting & Financial Projections

See what's coming before it arrives — weekly and monthly cash flow forecasts built to catch shortfalls early and plan growth with confidence.

• Weekly/monthly cash flow forecasting

• Income statement & balance sheet projections

• Scenario & variance analysis for major business decisions

SERVICE TIERS
Straightforward pricing that grows with your business

Every tier includes direct access — no account handoffs. Pricing
depends on the size and complexity of your business; your free consult
will land you on an exact number.

 

Bookkeeping

Starting at $300
per month


✓ Monthly bookkeeping, entries &                reconciliations

✓ Month-end close process

✓ Monthly financial statements prepared

✓ QuickBooks Online management &           support

✓ As-needed bookkeeping & QBO               support — think of us as part of the         team
 
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CFO Insights

Starting at $1,200
per month


✓ Everything in Bookkeeping

✓ Monthly KPI dashboard with strategic     insights

✓ Monthly gross & net profit reporting         and margin analysis

✓ Cash flow monitoring and analysis

✓ Custom monthly review flagging risks     & trends

 
Get Started

CFO Advisory

Starting at $1,800
per month


✓ Everything in CFO Insights

✓ Weekly/monthly cash flow forecasts &      projections

✓ Financial statement projections for           strategic planning

✓ Scenario analysis & forecasting for            major decisions



 
Get Started

WHY BUSINESS CHOOSE US

Local, direct, and easy to reach
No call centers, no account handoffs — you work directly with Brad. ProfitSurge Financial LLC supports small businesses currently
using, or looking to transition to, QuickBooks Online — handling the books, then the numbers behind them, so you can run your business
instead of chasing your ledger.

OKC Metro
 
   | Headquartered

  Monthly

| Reporting Cadence
 

       Plain

| Language, Every Time

    100%
 
   | Direct Access

Service Area
Headquartered in the Oklahoma City Metro
— Serving Clients Nationwide.

Working with small businesses and sole proprietors
across the OKC metro and nationwide — in person or
remote, whichever works best for you.

Straightforward pricing. No surprises.

Every engagement starts with a free consult so you know exactly
what you're paying for and why — before anything's signed.
Schedule Your Free Consult