Profit & Equity

Profit & Equity Your business deserves more than clean books. It deserves a financial strategy. Get started now by scheduling a Clarity Session!

Profit & Equity brings CFO-level thinking to small and mid-size businesses, so you can start growing. We work with businesses to align their cash flow with their business goals and increase their profitability. With this, we offer profitability bookkeeping as well and manage the financial goals and strength of the business with clear cash flow and profit objectives that we build with our clients. Get our FREE guide to Build Profitability in your biz now!

06/16/2026

This is probably why your business is always booked but still broke

We can't believe it's already June!Almost half the year is gone, and it's amazing how much can change in just five month...
06/03/2026

We can't believe it's already June!

Almost half the year is gone, and it's amazing how much can change in just five months.

So tell us, what's the biggest financial lesson you've learned so far?

Honoring the brave heroes who made the ultimate sacrifice for freedom this Memorial Day.
05/25/2026

Honoring the brave heroes who made the ultimate sacrifice for freedom this Memorial Day.

05/15/2026

Running a construction business is hard enough. Here's what a Fractional CFO takes off your plate

Are you ready to stop flying blind?

Book a free consult now: forms.gle/74ubrzgptFTi6Aav8

Five years ago, we started Profit and Equity with a mission. There are many lessons learned along the way, but here are ...
05/14/2026

Five years ago, we started Profit and Equity with a mission. There are many lessons learned along the way, but here are the top ones.

Your accountant assumes you know these. Do you?
05/11/2026

Your accountant assumes you know these. Do you?

A mudroom. A laptop. And a mission that wouldn't let go.Five years ago, Profit & Equity was born from something deeply p...
05/09/2026

A mudroom. A laptop. And a mission that wouldn't let go.

Five years ago, Profit & Equity was born from something deeply personal — a daughter who watched her parents arrive in America with nothing but a suitcase and a dream, and a father who tried twice to build something of his own.

Julia started Profit & Equity in 2021 because she knew what was at stake when a business fails. And she knew what was possible when someone finally had the right support.

Today, we've helped over 60 businesses find their way to success — and profits. 🎉

Here's to five years of making the American Dream a little more achievable, one set of books at a time.

Thank you for being part of this story. 🖊️✨

05/06/2026

More sales are exciting, but smarter savings are where real growth begins.

Every dollar saved works behind the scenes to grow profit today and equity tomorrow.

DM us to learn more.

Almost five years ago, Profit & Equity started with a notepad and a big idea.The notepad's branded now. The mission hasn...
05/04/2026

Almost five years ago, Profit & Equity started with a notepad and a big idea.

The notepad's branded now. The mission hasn't changed.

We're here to make profit and financial clarity achievable for every business owner who needs it — no matter where they're starting from. 🖊️

03/31/2026

Profit may look exciting, but it doesn’t tell the whole story. Equity reveals what you truly own. Gain real financial visibility with www.profitandequity.com

Address

Assonet, MA
02702

Opening Hours

Monday 6am - 5pm
Tuesday 8am - 5pm
Wednesday 9am - 6pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 12pm - 4pm

Telephone

+15088216667

Website

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