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We Create Tailored Financial and Operation Plans for Businesses

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What is The Profit Firm?

Not your average accounting and operations firm.

​We want to be your partner, not just a vendor. From the initial onboarding session to our regular meetings and check-ins, you’ll find our methods and customer service go above and beyond to move your business forward and drive profits higher.

Agile services that adapt to your business needs.

​Our flexible approach allows you to mix and match services so you can receive the most out of our business partnership. Not all businesses are the same, and neither are we. That’s why we believe in an agile, customizable business model to give our clients exactly what they need.

Implementing systems you can trust.

Strategic systems create efficiency and operational excellence across key performance areas. We’ll work with you to cut through the chaos of running a business and implement the systems your organization needs for sustainability and growth.

Ethical team, you can rely on.

​When it comes to your accounting, finances, and operations, you need a team that’s ethical and efficient. With The Profit Firm, you’ll never find random hourly invoices or wonder if you can trust the people managing your books, taxes, or HR.

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The Profit Firm has provided business accounting, bookkeeping, taxes, and HR services for 20+ years. Our team has decades of combined financial experience and holds numerous certifications. We are fully insured and up to date on all the latest financial, tax, and human resource regulations and will ensure that you and your business remain compliant. That means you can rest easy knowing you’ve made a smart business decision.

How We Help Businesses

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Business Accounting and Bookkeeping

You didn’t go into business to be an accountant, so that’s one hat you shouldn’t have to wear. But that doesn’t mean you can afford to trust your books to just anyone. 

We’ll be your trusted partner and take accounting and operations off your plate so you can focus on the things that got you into business in the first place. When you’re ready to review your books, you’ll find that a professional, organized team has looked after them.

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Business and Personal Taxes

With our expertise in both business and personal taxes, we can provide a comprehensive approach to tax planning that considers the interaction between your business and personal finances. This holistic approach allows us to identify opportunities for tax optimization that might otherwise be missed.

In addition to tax planning and preparation, we can also represent you in tax audits and help resolve any tax-related issues that may arise. Our goal is to alleviate the stress and burden of tax compliance, allowing you to focus on what you do best — running your business and enjoying your personal life.

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Human Resource Services

With the expansion of your business, HR responsibilities tend to multiply. This growth might lead you to consider hiring additional staff to manage HR tasks. However, the expense of an internal HR team may sometimes surpass the advantages. 

Our HR outsourcing solutions provide an effective and cost-efficient way to manage your human resources, thereby supporting your business growth while protecting your bottom line. Utilize our services to stay competitive, productive, and focused on your core business objectives.

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Inventory Management

Inventory management is the most critical function in any product-based business, but it can also get out of hand faster than you can imagine. 

Our team has experience managing inventory for businesses of all types and sizes. We can quickly reorganize, automate, and maintain your inventory management to increase your profits and ensure nothing moves without an audit trail ever again.

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Financial Advice

Whether this is your first business or your tenth, financials can be confusing. You need a trusted outside voice to provide insights, advice, and strategy so you can make informed decisions on the fly. 


We’ve helped businesses develop and leverage growth strategies that have led to significant ROI increases year over year. Whatever you’re looking to achieve, our team can show you the way.

Are you ready to be our next client? 

Meet The Founder

Kelly Black

Kelly Black, Founder & Managing Director

Trusted Advisor | Ethical Leader | Profit Strategist 

Kelly’s experience in Finance, HR, Operations Management, Logistics, SAAS, Retail, Import/Export, Manufacturing, and Small Business Consulting has prepared her to lead others to success. This experience, expertise, and passion for small businesses gave her a unique insight into the business world and fed her desire to start The Profit Firm.

Kelly believes in ethical transparency in everything The Profit Firm does, from operations to the rates they charge. She strives to help small business owners gain financial freedom by creating several revenue streams and positioning them as the leader in their industry.

Married with two children, 24 and 18, Kelly loves spending time with family, traveling, dining at locally owned restaurants (foodie in the making), and pursuing a healthy lifestyle.

Meet The Team

We’re a team of talented individuals who live and breathe the desire to help small businesses thrive. We’re not just number crunchers who take instruction, we take inspiration from the wider creative world of the industries of our clients. By soaking up the current economic culture, sharing new ideas, and staying on the pulse of the best financial advisory, we create the month-end process in a way that fights against boring financial meetings and delivers the anticipation of reviewing your financial goals; and where you are with them today. Schedule a meeting with us today and see the sites difference. 

Matthew Roberts

Matthew Roberts

VP of Finance


Matt Roberts is a licensed tax professional with a passion for educating clients through the tax

planning and preparation process. Matt has experience in private, public, and non-profit accounting, giving him insight into the needs of his clients. His focus is helping businesses increase their bottom line without losing their profit to taxes.  Matt serves as our Vice President of Finance, working with clients on complex business solutions, increasing profits, and tax strategies.

When Matt is not working, you will find him at the park with his wife and three kids, running, or playing chess.

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Shanna Beavers

Director of Business Development


Shanna Beavers has over 20 years of experience building and growing

businesses in a business development and operations capacity. As the Director of Business Development, Shanna focuses on creating new and exciting opportunities for The Profit Firm. She highly values developing meaningful relationships with clients and business partners.


Shanna enjoys spending time with her family and friends, traveling for her daughter's cheer competitions and exploring her local community.

Victoria Starr

Victoria Starr

Director of HR


Victoria Starr is an experienced HR leader with over 17 years of HR experience in a vast array of industries.

With experience as a department head and in consulting, she has a track record of establishing trusted HR partnerships.

She has provided consulting services that helped organizations create successful collaborative, inclusive, and empathetic HR departments. Her specialties include implementing and establishing HRIS and creating SOPs in onboarding, off-boarding, required trainings, ACA compliance, and employee classification compliance.


Victoria has also proven to be a valuable asset in areas of streamlining payroll processes, assisting with complex employee relations issues, and availing herself as a trusted resource in developing workplace culture and cultural impact. 


In her free time, Victoria enjoys reading, spending time with her husband and two children, watching 1940s Cary Grant movies, and during college football season watching the Alabama Crimson Tide play #RollTide!

Jess Smyth

Jess Smyth

Senior Bookkeeping Manager


Jess Smyth is a finance professional with over 10 years of experience leveraging extensive skills in managing

web/mobile applications, BPO, and financial consulting to achieve progressive financial prosperity for a vast number of businesses domestically and internationally. Jess will bring her expertise in system automation and creating streamlined processes to simplify bookkeeping for our clients.


Jess enjoys spending time with her husband, two daughters, Labrador Retriever, and cat. She loves to be outdoors with her family swimming, fishing, hiking, and camping. 

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Kayla Rodgers



Kayla Rodgers is joining us with a diverse background that includes roles as a Judicial Assistant to a

Juvenile Court Judge and a 911 Dispatcher, she brings a unique set of skills and experiences to the financial world. Her journey in the legal and emergency services fields has honed her organizational and detail-oriented nature, qualities she now channels into the world of bookkeeping.


Beyond the numbers, she is passionate about animals and finds solace in spending quality time with her loving husband and their daughter.

Kasey Kitzhaber

Kasey Kitzhaber

Director of Operations


Kasey brings a fresh perspective to our team and has over 15 years of operations experience. In her

DOO position, she is the driving force behind our client’s operations and management division and is also responsible for client onboarding.


She looks forward to growing with The Profit Firm and meeting new clients while nurturing relationships with current clients.


When Kasey is not in the office, she enjoys grilling out and skateboarding with her husband and kiddos. She loves vacationing in Florida with her family and going on trips with her sisters.

Jay Adams

Jay Adams

Director of Tax & Accounting


Jay Adams is an accomplished financial leader with over 22 years of experience in

finance and accounting. He has a proven track record of increasing revenue, reducing costs, and improving compliance as a CFO for EdTech and Tech companies. With expertise in financial statements, accounting processes, payroll, compliance, audits, budgets, tax planning, and tax preparation/filings, he delivers exceptional results and helps businesses achieve their financial goals.


In this position, Jay is excited to contribute to the growth of the organization and assist all clients with tax planning, tax advisory, and filing all state & federal tax returns.


In his free time, Jay enjoys riding motorcycles, exploring 20th-century history with his wife and children, and teaching himself to play each new instrument he picks up.

Kristie James

Kristie James

Finance Manager


Kristie brings over 20 years of experience in Account Management, Bookkeeping, and Accounting. She

thrives on building client relationships and exceeding expectations. Kristie is certified in Xero and is a QuickBooks ProAdvisor. She has worked with many industries and is fluent in international financial management. Leveraging her experience and excellent communication, she perfectly represents The Profit Firm brand.

When she is not crunching numbers, Kristie loves to spend time with her family and her first grandbaby! She is also a diehard Green Bay Packers fan! Go Pack, Go!

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Kyle Hunter

Data Analyst


Kyle serves as our Data Analyst working within the company to evaluate, prepare, and compile financial data

for us and the clients' needs. He responds to data-related queries and categorizes information with great efficacy. He is sure to quickly assist in alleviating any concerns off the shoulders of our clients.


Kyle will diligently deliver results to assist in ensuring goals are being exceeded. He is familiar with a range of topics congruent to many parts of a growing business with Kyle's professional experience in private company sales positions, financial negotiation, and international logistical management.


With a seasoned history of professional skills in place he compliments our team exceptionally. A keen eye for attention to detail and the no-fluff demeanor has made him an invaluable asset in his prior career and a welcome addition into his current role.


When Kyle is not behind his desk, you will find him at his home reading, painting on a canvas, or at your local bowling lanes.

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