We Help Your Business...
SAVE TIME
Offload your books and reclaim 5-20 hours a month. Multiply that by your hourly rate and suddenly you're less stressed, better organized, and making more money than ever. That's not to mention how seamless your next tax season will be - we know, you didn't think it was possible. Whether it be more time spent on the business or with family, let our expert team take the monotonous off your plate.
AVOID COSTLY MISTAKES
Inaccurate tax fillings, misunderstanding expenses, and miscalculating cash flow can all lead to unnecessary dollars spent. We've put tens of thousands back in the pockets of our clients through debt restructure, tax planning, budgeting, cash flow forecasting, invoice reconciliation, bill-pay processes, and relieving business owners to do what they got in the business to do - drive revenue by delivering their passion to the marketplace.
PLAN FOR SUCCESS
"If you don't know where you are going, you'll end up someplace else." - Yogi Berra
What would you like out of your business? Is there a level of profit or lifestyle that you dream of? Is it simply to make a living and sleep peacefully at night? We help you identify your goals and craft a plan to make your dreams a reality. Life is too short to show up at the wrong destination. Prepare for hurdles, strategize for growth, and arrive at your destination happy & healthy.
Our Process
1
Discovery Call
Assess current accounting systems, reveal stressors, and recommend only the services that are certain to melt stress & save time.
2
Custom Roadmap
Accurate books, bill-pay, payroll, cash flow projections, tax planning, investment analysis, and key performance indicators.
3
Thrive
Enjoy peace of mind with financial systems in place to report, analyze, plan, and prosper.
About Us
Behind the secret sauce
Hi there! We are Tyler & Kelsie, a husband/wife duo and the founders of Portside. We first met leading worship at The University of Akron's college ministry: Campus Focus. After graduation, we began our professional careers and were married shortly after.
A few years later, a family friend reached out for a second opinion on their accounting processes. Stress, lack of time, and concerns about continuity were all driving forces behind re-imagining workflow and financial systems. We jumped into action, took over payroll, transferred paper records to QuickBooks, began financial reporting, and saved him thousands in taxes. It wasn't long before word-of-mouth spread and we were able to help many others. As second generation entrepreneurs with 10+ years experience as finance professionals, we are well-equipped to fulfill our mission: 1) save business owners time & money 2) reduce stress 3) develop and execute an intentional plan that turns a dream into reality.
When we aren't crunching numbers, we enjoy spending our free time with friends, family, and our 2-yr. old son (Peppers). We love traveling, exercising, camping, boating, snowboarding, dirt biking, and scuba diving. We love adventure and have structured our lives to thrive. We want the same for you. If your business doesn't enrich your life, reach out. You deserve better.
Testimonials
Popular packages
Pioneer
$250 - 800
100k - 700k Revenue Range
- QuickBooks Online Subscription
- Monthly bookkeeping & bank reconciliation
- Monthly financial reports
- Year-end tax prep & CPA collaboration
- Quarterly check-in call
- Response time: 5 business days
Explorer
$1,000 - 1,500
700k - 2M Revenue Range
- QuickBooks Online Subscription
- Monthly bookkeeping & bank reconciliation
- Monthly financial reports
- Year-end tax prep & CPA collaboration
- Custom financial reporting
- Monthly check-in call
- Response time: 48 hours
voyager
$1,750 - 3,500
2M - 5M+ Revenue Range
- QuickBooks Online Subscription
- Weekly cash flow & financial health
- Monthly bookkeeping & bank reconciliation
- Monthly financial reports
- Year-end tax prep & CPA collaboration
- Custom financial reporting
- Unlimited check-in calls
- Response time: 24 hours
A La Carte
Bill Pay - Payroll - Invoicing - Budgeting/Forecasting - Investment Analysis - Debt Analysis - Custom Reporting