ACCOUNTING
ProfitView Accounting
Bookkeeping built for business owners who are ready to grow.
You’ve got vehicles on the road, crews on the job, and a phone that won’t quit. ProfitView keeps your books clean and puts a straight-talk report in your hands every month: what you made, where the cash went, and what needs your attention next.
Sound familiar?
Revenue’s up and cash is tight. The schedule’s full and margins are thin. You’re great at the work. The financial side just keeps landing on your desk at night.
"We're slammed every week. So why is cash always tight?"
Busy is not a profit number.
"Can I afford another vehicle, another hire, another crew?"
Big decisions made on gut feel.
"My CPA sees my numbers once a year. I need them every month."
Year-end is too late to fix anything.
"The books are three months behind and I don't trust them."
Doing bookkeeping at the kitchen table at 10 PM.
You don’t need another spreadsheet. You need clean books and a clear view, handled by people who’ve run companies like yours.
The ProfitView Owner Report
Most bookkeepers send you a P&L and call it done. Every month, you get the same kind of report we use to run our own companies: what changed, where the money went, and what needs your call. Easy to read on your phone, your laptop, or the big screen in the shop office.
Profit by the month. Are you actually making money, and is it getting better or worse?
Cash in, cash out. Where the money went, and what’s coming due.
Who owes you. Receivables aging so slow-paying customers don’t become bad debt.
Fuel, labor, equipment, debt. The costs that make or break a service business, tracked month over month.
Red flags and wins. Plain-English callouts so you know where to look first.
Not built to impress an accountant.
Built to help an owner run a company.
Monthly Owner Report · OCtober
Revenue
Net margin
Cash on hand
AR over 60 days
Fuel up 18% while revenue rose 9%. Margin slipped. Worth a look at routing and bid pricing.
Two customers past 60 days, $41K combined. Recommend a collections call this week.
Cash cushion now covers 2.1 months of operating costs. Room to plan the next vehicle purchase.
Services built around outcomes
You don’t have to learn accounting. You just have to know what the numbers are telling you. We handle the rest.
Every account reconciled, every transaction categorized, every month. No more rebuilding the business three months after the fact.
Profit, cash, receivables, and trends, with the red flags called out in plain English. Built for decisions, not for filing.
Behind? Messy? Not sure the books are right? We find out how deep it goes, fix it, and get you back on solid ground.
A chart of accounts that fits how a service business actually runs, set up to show you where the money goes by job, crew, and vehicle.
Questions come up. You’ll talk to people who know your company and can tell you what the numbers mean. No ticket queues, no call centers.
Who we work with
We’re not the cheapest bookkeeper in town, and we’re not for everyone. We work with a select group of owners who are past the shoebox stage and ready to run by the numbers.
ProfitView runs on QuickBooks. Already on it? Great. On something else? We’ll look at it during your assessment and scope the move.
Find your stage
Every stage of growth breaks something different. Pick your annual revenue to see what usually gets harder, where smart owners put their focus, and how the right numbers help you get to the next level.
$500K – $1M annual revenue
You’re still on the tools, running the bids, and doing the books after dinner. The business works because you work. Now it has to start working without you in every seat.
How ProfitView helps: we get your books current and clean every month, so you finally know what each job and each vehicle actually makes.
Full $500K–$1M growth playbook coming soon
$1M – $3M annual revenue
You’ve hired office help and your first lead guys. Revenue is climbing, but it feels like more work for the same money. Growth is eating your margin.
How ProfitView helps: your monthly Owner Report shows where the margin is leaking and which customers are costing you, before it hits the bank account.
Full $1M–$3M growth playbook coming soon
$3M – $5M annual revenue
What got you here won’t get you there. More crews, more equipment, more loans. The business has outgrown the way you’ve been running it.
How ProfitView helps: we build the financial structure and rhythm that let you delegate with confidence and still know exactly where you stand.
Full $3M–$5M growth playbook coming soon
$5M – $10M annual revenue
Multiple crews, maybe multiple locations. Lenders, bonding companies, and big customers start asking for clean financials. The stakes on every decision go up.
How ProfitView helps: clean, timely books and reporting that stand up in front of a banker, and give you the confidence to make the big moves.
Full $5M–$10M growth playbook coming soon
$10M – $15M annual revenue
You’ve moved from running jobs to running a company. Your job is now strategy, people, and capital, and you need numbers that keep up.
How ProfitView helps: ProfitView grows with you. As we add payroll, tax, and advisory services, more of your back office lives under one relationship.
Full $10M–$15M growth playbook coming soon
$15M – $20M annual revenue
You’re running a serious operation with a serious balance sheet. Mistakes are expensive, and the right financial moves are worth real money.
How ProfitView helps: we keep the foundation rock-solid and the reporting sharp, so your leadership and advisors are working from the same clear picture.
Full $15M–$20M growth playbook coming soon
$20M+ annual revenue
You’ve built something that lasts. Now the question is what it becomes: the next level of growth, an acquisition, or handing it to the next generation.
How ProfitView helps: years of clean, consistent books and reporting are what turn a great company into a valuable one.
Full $20M+ growth playbook coming soon
Built from the operator's seat.
Founder
Dan Greer
Background
Former firefighter & EMT turned multi-company owner
Home base
Southwest Colorado
Part of
The Eclipse family of companies, including Eclipse DOT
Why ProfitView exists
As our own companies grew, we hit the same wall you’re hitting: more revenue, more people, more vehicles, more accounts, and more decisions riding on numbers we couldn’t see clearly. A standard P&L once a month wasn’t enough to run on.
So we built our own. Reports that answer the questions an owner actually asks: What’s working? What’s changing? Where’s the cash going? What needs attention before it turns into a problem? Then we started another company, and another. Every one of them runs on the same system.
ProfitView takes that system, built and tested inside our own businesses, and puts it to work for yours. If you already know Eclipse DOT, you already know how we operate: we show up, we tell you the truth, and we treat your business like it’s ours.
"Every month we ask four questions about our own companies. Now we ask them about yours."
Dan Greer, Founder
Our proven process
The same process we use inside our own companies. Simple to start, built to carry you through every stage of growth.
We learn how your business runs and take an honest look at your books, accounts, and reporting. You’ll leave knowing where you stand, what needs fixing, and what it’ll take.
We connect your accounts, clean up what needs cleaning, and set QuickBooks up the way a service business actually runs. You get one clear scope and price. No surprises.
Your books stay current and your Owner Report lands on schedule. You stop looking at the numbers as history and start using them to run and grow the company.
Growing with you
We’re building ProfitView to handle more of your financial back office under one relationship, so you’re not juggling five providers.
Bookkeeping & Owner Reporting
Payroll
Receivables, bill pay & collections support
Tax preparation & filing
HR & expanded back-office support
Beyond the books
Forge Business Exchange is two and a half days for owners who are ready to grow: keynotes, peer exchange, and no-fluff sessions on money, marketing, sales, people, operations, growth, and purpose.
Dates
Jan 29–31, 2027
Location
Charleston, SC
Straight answers
Don’t see yours? Bring it to your Financial Assessment. You’ll get a straight answer from a real person.
You pick a time, and a member of our team sits down with you to learn how your business runs and where the books stand today. We’ll look at your accounts, your reporting, and what’s keeping you up at night. You’ll leave knowing where you stand and what it would take to get your numbers working for you.
It depends on your size, transaction volume, number of accounts, and whether cleanup is needed. Instead of forcing you into a package, we start with a Financial Assessment and give you one clear price for exactly what your business needs.
Yes. That’s one of the most common reasons owners call us. The assessment shows how far back the work goes and what it’ll take to get the books reliable again. Then we fix it.
Yes. ProfitView runs on QuickBooks. If you’re on another system, we’ll talk through whether a move makes sense and scope that work separately.
Not necessarily. Clean, current books make your CPA’s job faster and your tax season a lot less painful. Many clients keep their CPA and just stop showing up with a shoebox.
Not yet. Payroll is coming soon, and tax preparation is in development. Until then, we keep your books organized and ready for your tax professional.
Mostly service and operational companies doing roughly $500K to $10M a year, with employees, vehicles or equipment, and real complexity. If you’re outside that range and it’s a good fit, we’ll still talk.
Know your numbers. Grow your freedom.
You already have enough to run. Grab a time on our calendar and let’s talk about your company, where the books stand, and where you want to go. We’ll tell you straight whether ProfitView is the right fit.
Your Financial Assessment
Pick a time that works for you.Choose a slot on our calendar. No forms to fill out, no hoops.
Talk with a member of our team.We learn how your business runs, where the books stand, and what you’re trying to build.
Get a clear recommendation.What needs attention, what it takes to fix it, and one price for the right scope. You decide from there.
No pressure and no obligation. Just a straight conversation about your numbers.