We’ll set you on the path to true profitability by auditing your job costing and seeking ways to streamline revenue generation by making smarter financial decisions.

As a professional services firm ourselves, we understand the importance of focusing your energy on providing quality service and expanding your business. Punch Financial provides CFO and bookkeeping firm services at a fraction of the cost of an in-house team, to reduce your costs and help you safely grow.

Our consultants will set you on the path to true profitability by auditing your job costing against your budgeting, and seeking ways to streamline revenue generation by making smarter financial decisions.

We do more than just your day-to-day bookkeeping and bookkeeping services. We’ll modernize your bookkeeping systems and time tracking processes, providing rolling strategic forecasts, and develop a real-time financial insights dashboard to help your firm grow and thrive in an already crowded marketplace.

Service providers we work with include:

  • Design Firms
  • Architectural Firms
  • Interior Design Firms
  • Law Firms
  • Insurance Providers
  • IT Firms
  • Chiropractors
  • Physicians
  • Dentists
  • Veterinarians
  • And More!

The bookkeeping challenges of scaling an event management company from $200,000 to $9 million in gross revenue in 3 years.

After only a few short years, JJ-LA has transformed into one of the fastest-growing event production companies in Southern California, throwing events such as LA Pride, Saint John’s Gala & Capital Royale. Punch has managed JJ-LA’s bookkeeping from the very early days and has compiled a list of key takeaways we thought other business owners could find useful.

Never underestimate the power of digitizing and automating your accounts payable. We implemented a software called Bill.com that creates management approval flows for payables, stores digitized backups for all your vendor bills, manages vendor expectations via automated emails, and allows for electronic payments.

With hundreds of vendors to be paid monthly, Punch created a streamlined accounts payable process that made it easy to batch approve and pay invoices. By creating strong process in the early stages, JJ-LA was able to manage the explosion of vendor submissions.  In this case of JJ-LA, we would enter bills every Wednesday, management would approve on Thursday, and we would issue payments on Friday. By controlling the process for JJ-LA, Punch was able to help them function in a more organized and professional manner.

The biggest challenge of most businesses we work with is managing gross margin (revenue minus cost of goods sold) and sticking to a budget. With JJ-LA, a big priority was making sure they put processes in place to track the costs of each job. We knew that if we could set a target margin for each job, we could back into the gross margin we needed to cover operating costs and profits. Often times, business owners are doing back of the envelope calculations of what they ‘think’ their gross margin is, when in reality they are underestimating their true costs.

Budgeting helped management to understand the areas that they needed to improve upon. Having each department head manage and track to a budget not only provides accountability but allows you to better project your cash burn.

“Punch implemented processes that streamlined all of my bookkeeping functions, I was freed up to do business development and grow the business.”

Jeff Consoletti – CEO, JJ-LA

Our Financial Management Services

Bookkeeping Services

  • Accrual Bookkeeping / Double-Entry Bookkeeping
  • Monthly and Quarterly Close
  • Client Invoicing
  • Accounts Payable
  • Accounts Receivable
  • Bill Payments
  • International Contractor Payments
  • Bank Reconciliations
  • Cash Flow Management
  • Journal Entry Processing
  • GAAP Bookkeeping Standards
  • Tax and Audit Preparation

Strategic CFO Consulting

  • Bookkeeping Software Implementation
  • Streamlining Bookkeeping Processes
  • Cash Flow Projections
  • Financial Statements
  • Financial Forecasting
  • Improving Gross Margin
  • Managing Capital Structure
  • Scaling Agency Profitability 
  • Creating Interactive Financial Dashboards
  • Risk and Exposure Management
  • Development of Internal Controls
  • Legal Advice

Partner with only the very best

Get the best tools in the industry to save you both time and money.


Count On Punch To Treat Your Business As If It Were Our Own

Everyone says they’re a strategic partner, but Punch proves it. We’ve provided hundreds of small businesses just like yours with reliable and innovative bookkeeping and financial services. Get proven financial and business expertise to guide you on your business journey, no matter how crazy it may be.

When you partner with Punch, you get financial professionals with years of experience helping companies just like yours with real-world business and financial suggestions and options. But the beauty of the Punch team is that you get this expertise at a fraction of the cost of building your own in-house team.

If we didn’t meet or exceed customer expectations with our forward-thinking expertise, we wouldn’t be in business today.

Let's have a quick, no frills chat to discuss how we can help you.