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ENROLL NOW

If you love the thrill of making a digital deal or enjoy catching the surging waves of eCommerce through favorite sites like Amazon FBA, eBay or Shopify… there’s no doubt you’ve been dreaming of what life would look like with more profit, more pay, and way more play in those freedom-lovin’ days you crave.

And just maybe you’ve been thinking…

… among endless online keyword searches, finding the hottest unicorn buy that will change your selling life, politely ignoring the latest sales tax fight on Facebook about Nexus, cleaning out email to inbox zero one more time, while trying to sneak some “me” time, a real dinner and maybe catch a few winks…

… you’ve been thinking… thinking that you’re ready for all this digital wheelin’ and dealin’ to finally fund your career change, eradicate your debt, pay off the mortgage, retire student loans (finally!), and travel first-class your way to whichever bucket list destination tickles your insides silly. #LivinTheDream

Or, if we’re being honest, maybe your someday-thinking is more like pesky questions that linger about asking how your business is really doing and when is the big payday gonna happen?

Maybe you’re really thinking…

  • Is my business making a profit or not? If so, where the heck is it?
  • When can I start paying myself and how much should I pay myself?
  • How much are taxes gonna cost me this year? Will I need to extend?
  • My sales v. 1099-K, which is right? And how much are my “costs”?
  • Are my expenses too high or how will I ever afford what I need to grow?

Let us help you keep your priorities in order

Despite all the lingering questions, the thought of getting your financial act together is always at the top of your mind. You know it’s the #1 “biz-legit” thing you should really get moving on before your business starts to rock (Q4 anyone?) … or another dreaded tax season comes around the bend for you to hustle through again.

More than all that “getting it together”, you want answers to these lingering questions; because deep down you know the key to a sustainable business with a healthy bottom line lies in the strength of knowing the most important numbers in your business, accountability and how-to on keeping good financial records, and partnering with a CPA-supported team that cares about real ways to help you keep more of the money you earn.

Let’s talk about protecting YOUR bottom line!

THAT is exactly what our team at The Bottom Line can help you do – protect your Bottom Line.

So, even if you think that…

…. there’s no way you can do this financial thing on your own…

… that numbers aren’t your thing and they scare you…

… or the thought of bookkeeping makes you double the queso dip on your Mexican food to-go order…

Just know that there is definitely a path to help you boost your bottom line so you can confidently pocket your profits by creating rock-solid financial systems and plans… without the queso guilt. 😉

Whew! That was a lot to get out there!

Now, here in the South, this is where we might stop and say…

“Hey y’all! Pull up a chair.
Let’s talk – about your Bottom Line!”

Three Reasons Your Business Hasn’t Created Your Desired Profit… Yet.

1

You don’t know what you don’t know. When you don’t know you can’t do.

2

You are not crystal clear about your personal money needs.

3

You don’t control your money, your money controls you.

Our Goals Are Simple

 To put you in control of your money so your money stops controlling you.

 To put you in control of your profits for increased freedom and a better life.

The time to make decisions about your money is BEFORE it shows up.

With the right strategy and step-by-step training, you’ll be able to:

  • Know your numbers with a rock-solid accounting process
  • Bulletproof your business in the event of an audit
  • Focus on the five most important numbers to boost your cash flow
  • Create must-have financial reports to ensure you keep more of what you earn
  • Stop fearing the IRS and stress less about tax season
  • Experience peace of mind knowing your financial life is under control
  • Pursue your passions while profits take care of themselves

Now, isn’t that the kind of Bottom Line talk you want to hear?  This is why we created The Profit Path™!

What is The Profit Path™?

For more than 18 years, The Bottom Line CPA served local businesses as a sole proprietor accounting and bookkeeping practice.  Since 2013 we took the leap to make our own online splash as a tech-accounting practice serving a global community of online entrepreneurs.

As we began this online climb, we’ve largely waited for clients to reach out with their needs and questions.   This approach just hasn’t settled well with us!  We simply wanted a better way to help and support the Dreamers, Starters, and DIYers of the online business world.

Our bottom line?  We have felt divinely called to bring more of what we know to you…  to help you discover and uncover the things you don’t necessarily know that you don’t know!

Like you, we’re in business to grow ourselves, put good into the world and help others – namely, you!

The Profit Path™ has been designed as a growing and ever-expanding Membership Program that helps you gain mastery on how to manage and grow your money.

We offer expert support and how-to about:

 Tackling Finance + Tax

 Increasing Pay + Profit

 Boosting Biz Performance

It’s more than accounting, because who the heck wants to talk about accounting all day?

No.  The Profit Path™ is about helping you move your life and business forward YOUR way.

Our Accountability Team Is Ready To Support You

Our mission is clear . . .  to help the Dreamers, Starters, and DIYers of the Online Business World.

Maybe you have yet to make your first sale.  Maybe you are already rocking some sales or even pushed through 5 or 6 figures each month!  No matter where you are in the climb, The Profit Path™ is for you and The Bottom Line CPA provides a virtual support system unlike any other.

We become the financial advisors behind your online and eCommerce business – with accountability every step of the way:

  • CPA
  • Accountant
  • Bookkeeper
  • Tax Support
  • Virtual CFO
  • Virtual COO
  • Profit Pro
  • Family Friend

We are experts in our field and we have the street cred to prove it:

We give your team clear, easy-to-follow training and workarounds to carry you through the ‘boring’ side of your business with things like profit and loss, balance sheets, and cash flow.  We help get you back to doing what you love most: helping others and making money.

Did you know that even in a virtual business, the real world intrudes to reward or punish you?

  • 90% of online business start-ups fail within the first 120 days.
  • Some 50% of all business last just 4-5 years.
  • Most entrepreneurs do not begin with a business plan, or a solid understanding of profit and loss.

The great news is, there is a path available to overcome the real-world statistics and beat the odds above…

The Profit Path™

You need systems and information to make the jump to profitability, as well as preparation and a plan.

The Path to Profit happens in FIVE distinct phases.  We guide you through:

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    The Systems: We provide the tools you need to create your financial foundation.  These tools will deliver the facts of how your business is doing and protect the legacy you’re building.

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    The Facts: We train you on how to properly set up and maintain financial systems that scale and ensure that you know your numbers whenever, wherever, and for whatever reason you need them.

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    The Prep: We guide you on how to get crystal clear on what your business needs to do in sales and profits in order to meet your personal needs, upgrades, and dreams. Specifics are key!

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    The Plan: We walk you through how to create a Profit First Plan designed for the business you want, not the business you have, by keeping strategic decisions your top priority along the way.

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    The Profit: We become your accountability partner with reminders to work your plan twice a month and review your plan to make needed changes every 90 days for optimal results.

As a member of The Bottom Line CPA family, we also provide personalized email support to assist when you need it the most.

The Profit Path™ Membership Program

a unique program designed to reduce financial overwhelm
for the Dreamers, Starters, and DIYers of the Online Business World

MONTHLY OPTION

$77

per month

12 Monthly Payments

Xero Standard Account (?) – $30 monthly value

Expert Account Creation Setup (?) – $197 value

Step-by-Step Video Onboarding (?) – $497 value

Unlimited Email Support (?) – $150 monthly value

Reserved Seating for Tax Prep? (?) – additional fees apply

Member Training + Resource Portal (?) – $97 monthly value

ANNUAL OPTION

$797

per year

One-Time Payment

Xero Standard Account (?) – $30 monthly value

Expert Account Creation Setup (?) – $197 value

Step-by-Step Video Onboarding (?) – $497 value

Unlimited Email Support (?) – $150 monthly value

Reserved Seating for Tax Prep? (?) – additional fees apply

Member Training + Resource Portal (?) – $97 monthly value

The Profit Path™ Membership Program is built with REAL PERKS!

Most people say we’re INSANE to build out an offering like The Profit Path™ —- or they say it’s great and we should charge more! But, the truth is, we’ve learned that we’re all-in for the “little guy” and this offer is JUST RIGHT to us and for the clients we serve.

Small really is the new BIG to us! The Dreamer, Starter, and DIYer of the online business world is where we’ve been called to make our mark. When you can build the foundation of your business on solid rock —- no storm will sway or betray your efforts — you will PERSIST!

Key PERKS of The Profit Path™ Membership Program are:

  • All-inclusive pricing with no additional software to purchase.
  • Seriously, you get $75 worth of MONTHLY software built right in!
  • A CPA-supported Accountability Team an email away for help.
  • LIVE Office Hours, Webinars, and more are on the agenda!
  • We are more than accounting. We’re your #1 profit building resource.

Frequently Asked Questions

What is Xero? Is it user-friendly?

The Bottom Line CPA is proudly 100% Xero! Xero is beautiful accounting software designed for the non-accountant, which is perfect for small business owners like you. We use Xero for ALL of our online and eCommerce clients. Plus, you don’t pay a penny extra for Xero as we have it built right into The Profit Path™ Membership Program!

Xero is feature-rich with 1 million users and growing. Xero offers:

  • Unlimited Accounts, Transactions, Contacts, and Users.
  • Xero Payroll built right in for MOST states and expanding.
  • More than 500 leading apps + integrations to fully customize Xero.
  • Saves you time and keeps you organized on-the-go from anywhere.

If you need more feedback about Xero — check out our Why Xero!

What does Expert Account Creation Setup mean?

The bottom line? Success is always in the setup!

Our team at The Bottom Line CPA assists with the initial setup and launch of your financial systems so you’re not beginning your setup steps from scratch! We take care of the below and then you’ll pick up where we left off in the Step-by-Step Video Onboarding we provide!

  1. Establishing your Xero account with a personalized Chart of Accounts designed for your Online or eCommerce business.
  2. Set up your Xero Files subfolders for organization of critical business documents you should store outside of Hubdoc.
  3. Create a TBL Contact Record and Bank Rules as working examples of how you will build out your own Xero Contacts and Bank Rules.
  4. Establish your Hubdoc account and connect it to Xero.
  5. Establish your ReceiptBank account, THREE users for Exceptions, Cash and Personal Tax spending along with a connection to Xero.
What does Step-by-Step Video Onboarding mean?

We’ve already shared that SUCCESS IS ALWAYS IN THE SETUP. Getting the accounts established in the best way is key, but then you will be taking the steps necessary to complete the process through our guided onboarding process unique to The Bottom Line CPA.

Your first SEVEN days are mapped out with short video tutorials on what to expect and how to get started. We’ve made certain to put this into bite-size chunks with work you can tackle as quick wins! Every effort has been made to design the process where you are able to complete the training and the work within a 30- to 60-min window.

Maximizing your productivity to drive the right results is our priority!

Once your first seven days are completed you are moved right into your three main Action Plans: Getting To Know Hubdoc, Completing Xero Systems Setup, and Getting To Know ReceiptBank. Your final setup step will be your Systems Wrap-Up to complete Phase One of The Profit Path™!

Did you say UNLIMITED Email Support?

Yep, we sure did! We don’t want to just walk you through the process, we want to partner with you! It’s important to us that you are SUCCESSFUL in completing all phases of The Profit Path™. The growth of your profit, pay, and play depends on it!

We don’t want you to feel stuck with no reliable place to go for answers. When you have general support, business, and tax questions, need some tech help, or just a good ol’ Southern pep talk (truth in love anyone?) — email us — seriously! We are here for you.

Our goal is to respond to all messages within 1-2 business days. This timeline might expand during peak seasons, but serving you with help you need when you need it is important to us. Best of all, no fee for the email support, it’s built right into your program!

Now — one final thought is that not EVERY question you may ask can be handled by our team or is appropriate for email. We’ll answer what we can and guide you on other services you may need to explore your issues further. This is largely related to business entities, unique sales tax questions, tax returns or analysis and personal profit strategy convos.

It’s important to set the right expectations from the start. Marilyn is always sharing how success and understanding is all in the expectation! 😉

What does Reserved Seating for Tax Prep mean?

The Bottom Line CPA does support the preparation of Corporate and Individual tax returns at the Federal and State levels. We do not have a Tax Prep Service that is open to the general public. This service is an exclusive service for The Bottom Line CPA clients only. Your enrollment into The Profit Path™ Membership Program puts you on the list so you won’t have to worry about where to go for tax support and help come tax time!

Additional service fees do apply for our Tax Prep Service. Our Corporate returns start at $497 for Federal and $247 for State. Individual returns start at $347 for Federal and $147 for State. An average return with both Federal and State requirements runs about $744.

To ensure you are never surprised about your service billings, we quote your Tax Prep Service in advance based on your expressed interest to receive a quote. All quotes require payment at the time of acceptance. Accepted quotes put you into our Tax Workflow and Declined quotes confirm to us that you’re taking care of taxes on your own. Tax Prep is an elective service.

What is the Member Training + Resource Portal?

The Profit Path™ Membership Program was designed to come into your world more, not just wait for questions to arrive from you. We want to lead and mentor you in the areas of your life and business that promote more profit, more pay, and more play! Not only that, we want to bring forward things you don’t even know that you don’t know. Our Member Training + Resource Portal is the vehicle to make that happen!

We’ll continue to build out Action Plans to help you Tackle Finance + Tax, Increase Pay + Profits, and Boost Biz Performance. Some key plans our clients already enjoy are the Pocket Your Profit Masterclass, Stress Less Tax Prep, and Xero Year-End Closing.

We’re also working hard to secure exclusive finds for our TBL Family such as discounts on A2x for Amazon Sales, Sales Tax Registration services with Windward Tax, and more! Our plans for The Profit Path™ Member community is endless to us….. Seriously, we’re just getting started!

What is your cancellation policy? Do you keep my data?

The Profit Path™ Membership Program is a 12-month commitment, whether you choose the Monthly or Annual Pay option. The time to make changes is upon renewal. You can learn more details on this and other items by viewing The Profit Path™ Membership Terms + Conditions.

No. We do not keep your data. Your data is your business. Our tech tools are designed to go with you in the event of a change. Hopefully, we’ll be together for awhile, but when change needs to happen your data will follow. We simply transfer the software subscriptions to you for payment.

Why Online Business and why eCommerce?

We like to go where the growth is, and where we’re needed. Because we understand the need to create a new business and seek financial freedom (we’re doing that too), we also know that many people jump in with both feet and with little preparation.

Our goal is to help the Dreamers, Starters, and DIYers of the Online Business World succeed, despite the odds against them. We help you put the systems in place that will allow you to overcome the odds and find the financial freedom that inspired your vision launch online!

Do you support non-eCommerce clients? Brick and mortar?

The Profit Path™ Membership is a powerful program for all types of businesses, whether online or brick and mortar. We see every business getting online eventually and we have experience with most types, but our specialty is online and eCommerce businesses. This often includes service-based professionals, course creators, studios, etc.

I use GoDaddy or another financial software. Can you help me?

Yes and No.

No in that we only support clients or are on a monthly package using Xero where accounting + tax services are concerned.

Yes, in that our Virtual CFO and Profit First Strategy services are open to anyone — the software you use does not matter. Most clients who were using different tools made the switch and joined The Bottom Line family.

How do you make the switch?

You simply decide on a date to start your data fresh in Xero and bring over those balances from your prior software. This is something we address inside the program or through email support if this is you.

We’d love to welcome you!

Do you support or train on system conversions?

We do not walk through any conversion steps in our trainings currently. We can answer questions related to your conversions but we find it best to close out of your existing software on a given date, bring those ending balances into Xero and then start with Xero as a clean slate. This, we do cover!

Many times, our clients are looking for a fresh start or a better process if they have existing systems. Our chart of accounts is designed with online business and eCommerce in mind and they often do not match your existing chart of accounts. Just make sure to export all reports from your old system before ending your subscription or save to a desktop version with backups.

Do you offer done-for-you services?

Yes. We do have done-for-you bookkeeping options through our Ascend packages and full accounting services in our Peak packages. Space is limited and clients are accepted by application only. We always give The Profit Path™ Member Community priority preference when spots open up.

Our Ascend packages start at $497 with one-time fees starting at $1500. Our Peak packages start at $1500 with one-time fees starting at $2500. We have a list of other a la carte services from Business Entity Strategy, Business Entity Setup, Profit Strategy, Tax Analysis + Strategy, 1:1 Training, Sales Tax Registrations, etc. We are full-service. You can learn more by accessing our Service Menu.

I have a VA / team. How do you support me AND my team?

We’re happy to work with whomever you designate as your contact when you join The Profit Path™ Membership Program. Whether that person is you or a team member, we will do everything we can to support them as fully as we are able, within the limits of your membership. You simply need to provide us with a written request to grant permission to your support staff and they must be an active user in your Xero account.

Do you have experience helping Amazon sellers?

Absolutely. Amazon FBA sellers and eCommerce is our specialty! We have 150+ clients and growing with more than 80% of those clients in the Amazon FBA / eCommerce niche. We’ve been serving this community since 2013 and do our best to keep up with all those fast-moving changes.

Can you help me with inventory questions?

Most definitely.  Inventory is a mixed bag, depending on whether you are managing it or not.  We do address inventory and discuss processes or can assist with popular tools like Inventory Lab, Skubana, etc.  This list continues to grow and we can even help you with good old-fashioned spreadsheets you’re maintaining.  Inventory is on our yes list!

How can I learn more about The Bottom Line?

Yep, we can help with that. You can learn more About Us and we’ve got tons of goodies over on our Blog. There’s even a handful of CPA In Your Corner podcast episodes…. and we can’t wait to get back to producing that podcast. It’s been one of our most favorite and most visited content!

The Bottom Line of Bottom Lines

Ultimately, the choice to join The Profit Path™ Membership Program is yours. You should only partner with us if you are ready to:

  • Protect your business and boost your odds for long-term success
  • Ensure your business grows stronger and stronger, in every season of its life
  • Realize your dreams and aspirations
  • Build the business and the life, you crave
  • Increase your Bottom Line

These are the reasons we exist for you – to use our knowledge, talent, and experience to support you, and to ensure that all the work you’ve done to build your business continues to work for you – and improve your Bottom Line.

People Are Talking About the Bottom Line!

As an aside, I'm loving the Pocket Your Profit Masterclass as part of your Profit Club and I can't wait to get my Xero set up with the help of your team. I'm seeing my mentality around finances change before my very eyes. Thank you for supporting us!
Stephanie CarlinFreeSpiritsMusic.com
Wow… Off the charts! I love the fact that you have such depth of experience with my type of business (Amazon FBA AND restaurants… and that you can bring a new level of expertise to our work team.
Mary CzarneckiYourPreparedFamily.com
Entrepreneurship and owning your own business is a roller coaster of ups and downs. There will ALWAYS be good times and bad. But you can totally prepare for it. We are most proud of switching to the Profit First method of accounting with our team at The Bottom Line! We are spending less than we make, watching our money grow, and our business is financially secure. We have also been more disciplined in our costs, reducing a lot of waste in our business expenses.
Shane + Jocelyn Sams FlippedLifestyle.com

Create a Path to Profit

Whether you choose our monthly or annual payment plan, your life will become much simpler as your business runs more smoothly. Remember, we will lead the way for you on the Path to Profit, with:

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    The Systems: We provide the tools you need to create your financial foundation.  These tools will deliver the facts of how your business is doing and protect the legacy you’re building.

  • null

    The Facts: We train you on how to properly set up and maintain financial systems that scale and ensure that you know your numbers whenever, wherever, and for whatever reason you need them.

  • null

    The Prep: We guide you on how to get crystal clear on what your business needs to do in sales and profits in order to meet your personal needs, upgrades, and dreams. Specifics are key!

  • null

    The Plan: We walk you through how to create a Profit First Plan designed for the business you want, not the business you have, by keeping strategic decisions your top priority along the way.

  • null

    The Profit: We become your accountability partner with reminders to work your plan twice a month and review your plan to make needed changes every 90 days for optimal results.

Why is The Profit Path™ Membership Program the Right Choice for Your Business?

Membership in The Profit Path™ Program empowers you with:

  • Knowledge – You will finally know where your business is at a glance, daily, monthly, quarterly, and annually.
  • Freedom – From the financial worry that has plagued your success and enjoyment of owning your business.
  • Confidence – That the money side of your business is finally under control.
  • Safety – With money in the bank that has a purpose and function.
  • Profits – The ability to pull every last dollar of profit from the hard work and long hours of effort from you and your team.

The Profit Path™ Membership Program

a unique program designed to reduce financial overwhelm
for the Dreamers, Starters, and DIYers of the Online Business World

MONTHLY OPTION

$77

per month

12 Monthly Payments

Xero Standard Account (?) – $30 monthly value

Expert Account Creation Setup (?) – $197 value

Step-by-Step Video Onboarding (?) – $497 value

Unlimited Email Support (?) – $150 monthly value

Reserved Seating for Tax Prep? (?) – additional fees apply

Member Training + Resource Portal (?) – $97 monthly value

ANNUAL OPTION

$797

per year

One-Time Payment

Xero Standard Account (?) – $30 monthly value

Expert Account Creation Setup (?) – $197 value

Step-by-Step Video Onboarding (?) – $497 value

Unlimited Email Support (?) – $150 monthly value

Reserved Seating for Tax Prep? (?) – additional fees apply

Member Training + Resource Portal (?) – $97 monthly value

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