Service businesses: your books shouldn't take more time than your clients.
We analyze your finances to uncover billing gaps, expense bloat, and manual processes that are costing you time and money — then give you a plan to fix it.
This is not a CPA audit, attestation, tax, or assurance service. It is an operational financial analysis designed to help business owners understand their numbers and identify improvement opportunities.
The Service Business Finance Problem
If any of these sound familiar, you're not alone.
Invoicing clients and chasing payments eats up your week
Recurring expenses and subscriptions are piling up unchecked
Books are months behind and reconciliation is a nightmare
No clear view of profitability by client or project
Bookkeeper or accountant is expensive and still needs your input
Cash flow is unpredictable — feast or famine every month
What Your Analysis Covers
Revenue & Billing Review
See where revenue is coming from and identify gaps in your billing process.
Client Profitability Breakdown
Know which clients drive profit and which ones cost you more than they're worth.
Recurring Expense Audit
Every subscription, tool, and vendor evaluated for ROI and potential savings.
Cash Flow Timing Analysis
Map your cash inflows vs. outflows so you can plan ahead instead of reacting.
Automation Opportunity Map
Identify invoicing, categorization, and reconciliation tasks that can run on autopilot.
30-Day Action Plan
A clear, prioritized roadmap to clean up your books and streamline operations.
How It Works
Apply and get accepted
Fill out the form below. We work with agencies, consultants, and service businesses of all sizes.
Share your financial data securely
Connect your bank accounts or accounting software. All data is encrypted and confidential.
Receive your analysis
Get a detailed report with actionable insights, plus an optional Loom walkthrough.
Decide on next steps
Implement the fixes yourself or let Poof handle your bookkeeping for $29/mo.
Spend Less Time on Books, More on Clients
Limited spots available each month. Apply now and get clarity on your service business finances within days.
Apply for Your Analysis
Fill out the form below and we'll determine if your business is a good fit.