Monthly financial checkups for gas stations, convenience stores, restaurants, coffee shops, and laundromats. Clean books, a plain-language answer to “am I actually making money?” — and no surprises in April.
A doctor doesn’t guess — they check the vitals. We do the same for your business, one vital at a time. Heartbeat is live today; the rest are on the way.
A monthly financial review: clean books, what’s driving your revenue and expenses, and tax-ready financials your preparer will love.
See what’s ahead. Pricing, cash planning, big decisions — a numbers person in your corner when it counts.
The systems that hold your business up — POS, payroll, inventory, paperwork — reviewed and streamlined so the day runs itself.
How your business is heard: Google reviews, local search, simple promotion that brings the neighborhood in the door.
Most owners see their numbers once a year, in April, when it’s too late to change anything. Heartbeat puts a finger on the pulse every month.
+ $349 one-time onboarding (we set up your books, connect your accounts, and clean up the current year).
Start with a free checkupNo contract. Cancel anytime. Your books and records are always yours.
Cash-heavy, family-run, open early and closed late. We know these businesses because we’ve done their taxes for decades.
Fuel, lottery, and inside sales are three businesses in one. We keep all three straight.
Vendor deliveries, cash drawers, and thin margins — know which shelf actually pays the rent.
Food cost, tips, and payroll compliance handled — see your real margin per week, not per year.
Small tickets, big volume. We show you the numbers behind every cup.
Cash-heavy books done right, plus a clear picture for the next equipment decision.
Connect your bank and POS, or drop off statements and receipts — whatever is easiest. We take it from there.
Every month we reconcile everything, tie out the cash, and study what moved.
One page and a short call, in plain language: how the business is doing and the one or two things worth doing about it.
The Vitals Group is a father-and-son firm. Between us: decades of tax preparation for main-street business owners, and years building financial technology used by banks and payment companies.
One of us has probably already done taxes for a business like yours. The other makes sure you see your numbers the way a modern company would — clearly, monthly, without the jargon.
We keep the client list small on purpose. You’ll always talk to one of the two of us.
Bring your last bank statement or just your questions. If we’re not the right fit, we’ll say so and point you somewhere good.
Book a free 15-minute checkup