Helping businesses achieve success, faster
At Profit Leap, we are committed to transforming how small businesses manage their finances. Our leadership team has decades of experience in finance, business strategy, and technology, and we understand the challenges small business owners face when it comes to managing their financial operations.
That’s why we developed a comprehensive suite of services—from AI-powered dashboards to outsourced financial support. We empower small businesses with real-time insights, streamlined processes, and expert guidance, so you can take control of your finances and make smarter decisions that drive growth.
At Profit Leap, we accelerate your business growth with AI-powered tools and expert financial services. Our Smart BI Dashboard consolidates your key metrics, while Seamless Data Integration connects over 3,000 apps for a single source of truth. With Huxley, our AI business advisor, and our Fractional Finance Department handling bookkeeping, tax strategies, and CFO-level guidance, we streamline your financial operations—letting you focus on growing your business faster and smarter.
Why Do I Need An AI-Enhanced Dashboard?
Smart Data
Sophisticated data management and analysis system to provide insightful, actionable information tailored to your specific needs.
- Multidimensional Real-Time Data Visualization
- Customizable tables, charts and date ranges
- Conditional Alerts & Notifications
- API Integration With Your Business Softwares (BETA)
- Data Integrity & Accuracy Verification Using Cutting-Edge AI (BETA)
Progress Management
Unique Action Plan Management system, designed to empower you in organizing and prioritizing your time & focus, executing your business plan, and tracking your progress, while providing accountability support.
- 8 Gears of Success Scoring
- Detailed Action Items List
- Synchronized Tactical Calendar
- Deadline Reminders for Accountability Support
Expert Guidance
Whether you’re starting something new or making your current business better, this set of features will help you get there faster.
- 8 Gears of Success Framework
- Easy To Schedule On-Demand Advisor Meetings
- 100+ Actionable Checklists
- 24/7 Access to Huxley, our AI Advisor Co-Pilot
Advisor Portal
Game-changer feature that offers business consultants and advisors a powerful tool to monitor and assist multiple clients, enhancing the efficiency and impact of their guidance.
- Multi-Client View For Convenient Progress Management
- Conditional Alerts & Notifications Sent to Both Client and Advisor
- Scheduling Integration
- 100+ Shareable Resources & Checklists
- Huxley AI With Advisor-Custom Training (BETA)
Harness the power of AI and elevate your business with Profit Leap’s AI-Enhanced Success Dashboard.
A turnkey solution for busy entrepreneurs to leverage their time
Strategy and Finance Advisors
Offer diverse expertise and perspectives, enabling entrepreneurs to efficiently address various aspects of their business.
AI Advisor
Assists in decision-making, enhancing efficiency and productivity by providing tailored, immediate insights.
Business Intelligence Dashboard
Provides a centralized location for key metrics and data insights, allowing entrepreneurs to make informed decisions quickly and effectively.
Bookkeeping
Organizes financial transactions, providing entrepreneurs with clear, up-to-date financial insights, thereby aiding in more strategic financial decision-making.
Executive Assistant
Gathers and organizes relevant business data for integration into the Business Intelligence Dashboard and offloading other administrative tasks.
Many Ways To Leverage Your Sucess
Corporate Performance Technology
Our Corporate Performance Technology is centered around the Success Dashboard—a powerful tool that consolidates your most critical business data into one intuitive platform. Designed to give you a complete view of your operations, this dashboard integrates data from finance, sales, marketing, and HR, so you can track performance, identify trends, and make proactive decisions. With real-time insights, you’ll understand exactly where your business stands at any moment, allowing you to address inefficiencies, capitalize on growth opportunities, and drive profitability. The Success Dashboard transforms complex data into clear, actionable insights, empowering you to lead your business with confidence and precision.
AI Transformation
Our AI Transformation service focuses on modernizing your business processes with cutting-edge AI and technology consulting. We analyze outdated workflows and systems within your organization, identifying areas where AI and automation can make a measurable impact. By implementing tailored AI solutions, we streamline repetitive tasks, enhance data accuracy, and improve decision-making speed—maximizing both efficiency and productivity. From optimizing daily operations to unlocking new growth potential, our AI and technology consulting services empower your business to perform at its best in today’s fast-paced digital landscape.
Custom BI Dashboards
Our Custom BI Dashboards are designed and developed by a seasoned team of experts who specialize in creating tailored business intelligence solutions for every industry and unique business need. Whether you’re tracking KPIs, monitoring cash flow, or analyzing sales performance, we build dashboards that turn your critical data into easy-to-read, actionable insights. With dashboards customized to fit your specific industry and operational requirements, you’ll gain clarity and control over your business performance, allowing you to make proactive, data-driven decisions with confidence.
Expert Financial Guidance
Running a business without financial expertise can feel like flying blind. Our Expert Financial Guidance service provides you with a financial advisor who will analyze your business from the ground up, uncovering hidden costs, optimizing expenses, and improving profitability. Whether you’re struggling with cash flow or simply want to maximize profits, we provide actionable advice tailored to your unique challenges, helping you make clear, confident decisions.
Fractional CFO
If you’re not ready for a full-time CFO but need strategic financial oversight, our Fractional CFO service is the perfect solution. You’ll gain access to an experienced CFO who can provide high-level financial management, including budgeting, forecasting, and cash flow planning. With a fractional CFO on your team, you’ll have the expertise to handle everything from strategic planning to investor relations, giving you a big-picture perspective without the cost of a full-time hire.
Budgeting & Cash Flow Forecasting
Cash flow disruptions are one of the biggest challenges small businesses face. Our Budgeting & Cash Flow Forecasting service helps you create realistic, sustainable budgets that align with your business goals. By accurately forecasting your cash flow, we prepare you for slow seasons, unexpected expenses, or growth opportunities. You’ll have a clear understanding of when to save, when to spend, and how to keep cash flowing consistently, reducing stress and ensuring you’re prepared for the future.
Financial Analysis & Strategy
The key to turning your business around lies in understanding your numbers. Our Financial Analysis & Strategy service dives deep into your financials, identifying areas where costs can be reduced, revenue can be increased, and efficiency can be improved. We then develop a tailored strategy that prioritizes profitability and sustainable growth. This service empowers you to take informed, data-driven actions that will improve your bottom line and long-term success.
Tax Strategy
Tax season doesn’t have to be a drain on your resources. With our Tax Strategy service, you’ll work with tax professionals who understand the ins and outs of tax savings for businesses like yours. We’ll identify all eligible deductions, credits, and savings opportunities, ensuring you don’t pay a dollar more than necessary. With proactive tax planning, you’ll keep more revenue in your business, allowing you to reinvest in growth, pay down debt, or save for the future.
Outsourced Finance Department
Imagine having an entire finance team at your service without the overhead of hiring full-time staff. Our Outsourced Finance Department provides you with end-to-end financial support, including bookkeeping, payroll, accounts payable, and reporting. We handle the day-to-day financial tasks so you can focus on running and growing your business. With everything managed by experienced professionals, you’ll have accurate, timely financial data whenever you need it, improving control and accountability across the board.
Financial and Operational Reporting
Without clear reporting, it’s hard to know if you’re on the right track. Our Financial and Operational Reporting service compiles comprehensive, easy-to-understand reports that cover all aspects of your business, from finances to productivity metrics. We’ll provide you with monthly, quarterly, and annual reports that reveal trends, track KPIs, and highlight areas for improvement. This service gives you the full picture of your business performance, enabling smarter decision-making and goal tracking.
Billing, Payroll
Keeping up with billing and payroll can be overwhelming, especially as your business grows. Our Billing and Payroll services ensure accurate, timely payments for both clients and employees, keeping your business running smoothly. We manage invoicing, follow-up, payroll processing, and compliance, so you can focus on what you do best. By outsourcing billing and payroll, you reduce the risk of errors, avoid penalties, and make life easier for everyone on your team.
Accounts Payable
Efficient accounts payable management is essential for cash flow and vendor relationships. Our Accounts Payable service helps you stay on top of payments, ensuring timely settlements with suppliers while maximizing cash flow. We handle invoice processing, payment scheduling, and expense tracking, allowing you to maintain strong vendor relationships and avoid late fees. This service keeps your financial operations running smoothly and efficiently, freeing you from tedious back-office tasks.
Bookkeeping
Accurate bookkeeping is the foundation of a financially sound business. Our Bookkeeping service takes care of your day-to-day finances, including expense tracking, ledger maintenance, and reconciliations. You’ll have up-to-date records and insights into your financial performance, allowing you to make informed decisions and plan effectively. With our team managing your books, you’ll save time, improve accuracy, and gain peace of mind that your financials are in expert hands.
