Patriot Profit Clarity System™

Tier 1 - Build a Foundation That Won't Crumble

Get Your Books Out of Chaos and Into Clarity

Your books are a disaster. You know it, I know it, and deep down, it's keeping you up at night.

The work we do in Tier 1 stops the financial bleeding and gives you books so clean,

you'll actually trust the numbers you're making million-dollar decisions on.

Because let's be real: You can't build an empire on shoe-box accounting.

The Mess

Picture this:

It's 11 PM and you're digging through three months of receipts because your accountant needs "that one invoice" by tomorrow. Your P&L says you're profitable, but your bank account is screaming otherwise. You're making hiring decisions based on gut feelings because your books are about as reliable as a weather app.

Sound familiar?

You're not alone. Most business owners are running six-figure companies with financial systems held together by hope, duct tape, and whatever's left in the coffee fund.

But here's the thing:

Every day you operate like this, you're not just losing money... you're losing opportunities you can't even see.

The Fix

We perform financial emergency surgery.

First, we assess the damage. Then we rebuild your foundation from the ground up. Every missed transaction gets entered. Every account gets reconciled. Every mystery charge gets solved.

We don't just clean up your mess — we build a system that prevents future messes. Digital organization that actually makes sense. Reports you can understand without a CPA degree. Books so accurate, they become your competitive advantage.

This isn't about perfect bookkeeping. It's about giving you the financial clarity to make confident decisions.

What's Included in Tier 1: Foundation Builder

Everything you need to transform your financial chaos into bulletproof clarity

Tier 1 isn’t just about fixing the past... it’s about building a bookkeeping system you can finally trust, then keeping it running every month.

The Financial Emergency Surgery

Catch-Up & Cleanup

We roll up our sleeves and fix everything that's been driving you crazy:

Historical Cleanup & Reconciliation – Complete transaction entry, no stone left unturned

Full Bank & Credit Card Reconciliation – Every account balanced, every discrepancy resolved

Proper Categorization – Income and expenses put where they actually belong

Duplicate & Error Resolution We track down every duplicate and mystery transaction — no stone left unturned.

System Setup

A clean set of books is just the beginning. We build you a system that works going forward:

Quickbooks Setup & Optimization – Configured for YOUR business, not a generic template

Automated Bank Feeds – Transactions flow in automatically (no more manual entry hell)

Custom Chart of Accounts – Designed around your industry and reporting needs

Invoice & Payment Systems – Get paid faster, track it accurately

Expense Tracking & Receipt Management – A digital filing system that actually makes sense

Ongoing Bookkeeping (The Foundation Needs Maintenance)

Your books don’t just need to be cleaned once — they need to stay clean. Tier 1 includes flexible monthly bookkeeping services starting at $300/month, tailored to your business size and complexity.

Tailored To Your Business Size and Needs

Basic Monthly Reconciliation & Reporting – Perfect for smaller businesses.

Full-Service Bookkeeping – Includes Accounts Receivable, Accounts Payable, Payroll, and Sales Tax filings.

Reliable Month-to-Month – Your numbers stay accurate, current, and actionable.

Cleanup gets you caught up. Monthly bookkeeping keeps you moving forward with confidence.

Training & Support (We Don't Just Fix and Run)

Tier 1 isn’t just about fixing the past — it’s about building a bookkeeping system you can finally trust, then keeping it running every month.

Knowledge Transfer That Sticks

1:1 Walkthrough & Training – Learn how to read your reports without a CPA degree

Basic financial reading training – no CPA degree required

30-Day Support Window – We stay with you to make sure everything sticks

Direct access to your assigned bookkeeper – Real person, real answers, real fast

The Reports That Give Your Power

Once we're done, you'll have numbers you can finally believe in:

Financial Statements You Can Trust with Confidence

Clean, accurate Profit & loss statements — see your true profitability.

Balance Sheet — know exactly what you own and what you owe.

Cash flow analysis and projections — never get caught short again.

Tax-ready documentation package — April no longer has to be a nightmare.

Timeline: 2-4 Weeks to Complete

Week 1: Assessment & Data Gathering

"We figure out how bad the damage really is"

Complete financial audit and assessment
Gather all historical records and documentation
Identify gaps, errors, and missing pieces

Week 2-3: The Heavy Lifting

"We roll up our sleeves and fix everything"

Historical data entry and correction
Complete account reconciliation
System setup and automation implementation
Transaction categorization and cleanup

Week 4: Training & Handoff

"We make sure you know how to use what we built"

Complete system walkthrough
Financial reading training session
Monthly maintenance checklist delivery
30-day support period begins

Our Guarantee

If your books aren't cleaner and more accurate than they've ever

been, we'll work until they are — at no additional cost.

Because we're not in the business of half-measures. Your foundation either works, or we keep building until it does.

Investment: Starting at $1000 for Clean-Ups and $300 per month for Bookkeeping

What other business owner pay for this transformation

Traditional CPA Firms: $8,000-$15,000 (and take 3-6 months)

Freelance bookkeepers: $3,000-$6,000 (but you get inconsistent quality)

DIY software subscriptions: $500-$2,000 (plus 100+ hours of your time)

Our Tier 1
Investment:

Clean-ups starting at $1,000 Monthly Bookkeeping starting at $300 /month

Professional-grade results, completed expeditiously, with ongoing support.

What's NOT Included

That's Tier 2 Territory

Real-Time financial dashboards

Advanced forecasting and budgeting

KPI tracking and alerts

Integration with sales and operations data

Strategic financial planning and analysis

Because first, we need to make sure your foundation won't crumble under the weight of advanced analytics

Your New Reality

Imagine checking your phone and actually knowing — not guessing, knowing — exactly how your business is doing.

Imagine making that hiring decision with confidence because your numbers are rock-solid. Imagine tax season without the panic, the scrambling, the "I hope we didn't miss anything."

This is what clean books actually give you: the ability to run your business like the CEO you are, not like someone frantically juggling flaming receipts.

What Happens Next?

Clean books are just the beginning

Because once you can trust your numbers, you're going to want to see what's happening in your business right now — not last month's report, not your accountant's quarterly summary, but live, real-time visibility into your company's heartbeat.

That's where Tier 2 comes in. But first, let's get your foundation bulletproof.