You’re Working Hard —
But Where’s the Profit?
You’ve got the clients.
You’re making sales.
But your bank account doesn’t show it.
You’re booked out, burned out, and still underpaid.
That’s not how it should be.
If you’re tired of the day-to-day grind and never feeling like your ahead,
You need me as your strategic financial partner.
No more spreadsheets. No more tax-season surprises.
Just clear answers — every month.
“I don’t know which jobs are actually profitable.”
“Money’s going out as fast as it comes in.”
“I just need someone to tell me if we’re making money or not.”
The Vital Signs Dashboard
Just like a good doctor reads your vitals, the Vital Signs Dashboard gives you a clear, monthly snapshot of your business’s financial health.
It pulls your numbers into a simple, visual report that TRACKS:
Profitability of Services and Jobs
Cash flow in and out of your business
Where you can increase profit and lower expenses
No more spreadsheets.
No more guesswork.
Just the financial clarity you need to make smart decisions.
When you know what’s working and what’s not, you can be
PROACTIVE and CONFIDENT
you're running your business successfully.
Here’s How We Get You From Guessing to In Control
Step 1️⃣: Request a Free Consultation
We’ll look at your setup, talk about your goals, and see if the Vital Signs Dashboard is the right fit to help you run a stronger, more profitable business.
Step 2️⃣: Get Your Vital Signs Diagnostic Review
I'll conduct a quick review of your books to compile a report that tells you where in your business money's coming in, where it's going, and ways to be more profitable.
Step 3️⃣: Get Your Vital Signs Dashboard
Every month, you'll have a custom dashboard that shows where your money’s going, what’s working, and what needs attention. You’ll get real-time insights, strategic guidance, and zero surprises — so you can plan ahead with confidence.
No more spreadsheets. No more tax-season surprises.
Just clear answers — every month.
Books a Bit Messy?
We’ll Start with an ER Visit.
If your books are behind, incomplete, or just plain confusing,
we’ll begin with your
Financial Diagnostic Review
you'll leave knowing:
Whether your financial information is reliable
Why things may feel messy or unclear
What to do next to get things back in control
From there, we can build a dashboard that shows you exactly where things stand — and where to go next.
From Working Hard to Getting Paid
BEFORE
“We’re busy, but I don’t know if we’re making money.”
Stressing about cash flow and tax season.
Wasting time in spreadsheets that don’t make sense.
Feeling like you’re running blind.
AFTER
See exactly which jobs and services make you the most profit.
Know your numbers at a glance — no chasing reports.
Make decisions with confidence (and sleep better at night).
Show up like a real CEO — not just the guy putting out fires.
When you understand your financial vitals, you don’t just stay afloat — you lead with clarity, grow with confidence, and finally get the peace of mind you’ve earned.
No more spreadsheets. No more tax-season surprises.
Just clear answers — every month.
You Don’t Need Just Another Bookkeeper.
You Need a Financial Partner.
Why Choose Vital Signs?
We don’t just track the numbers — we translate them.
No accounting speak. No vague reports. Just clear insight into what’s working and where to focus next.
We fit into your business — not the other way around.
Already have a bookkeeper? We collaborate. Need one you can trust? We’ve got you covered. Either way, we meet you where you are.
We’re in this with you.
We treat your business like it’s our own — tracking your progress, spotting red flags, and helping you make confident decisions every step of the way.
You shouldn’t have to chase answers, second-guess reports, or wonder if your business is really working.
With Vital Signs, you get more than clean books. You get a partner who’s invested in your success — and committed to helping you grow.
STILL NOT SURE?
Frequently Asked Questions
My books are behind. Do I need to fix them first?
Nope — we’ve got you. In your consultation, we’ll take a look and see what kind of shape things are in.
If cleanup is needed, we’ll start with an ER Visit to get everything organized and accurate before building your dashboard.
I already have a bookkeeper — can we still work together?
Absolutely. We’ll collaborate with your bookkeeper to pull the data we need and build your dashboard on top of it.
You keep what’s working, and we bring the clarity layer you’ve been missing.
Can I get the dashboard without switching bookkeepers?
Yes. The dashboard and monthly strategy sessions are available as a standalone service. Bookkeeping is optional — but if you’d like us to handle it all, we’re ready when you are.
How much does this cost?
Our core package — the Vital Signs Dashboard plus monthly strategy meetings — starts at $500/month, depending on your business size and setup.
We’ll walk through your specific needs in your consultation, so you know exactly what to expect. No surprises, no hidden fees.
Let’s Check Your Financial Vitals
If you’re ready to finally see where your money’s going, what’s working, and how to stay ahead of cash flow surprises — it starts with a simple conversation.
We’ll look at your setup, talk about your goals, and see if the Vital Signs is the right fit to help you run a stronger, more profitable business.
No more spreadsheets. No more tax-season surprises.
Just clear answers — every month.
Copyright 2026. Vital Signs Bookkeeping. All Rights Reserved.
Terms & Conditions | Privacy Policy
Site designed by Lighthouse BCS