A monthly pulse on your business: your profit, your customers, your expense centers. One page, plain language, while you can still do something about it.
Or call us directly: (717) 608-3903
Statements pile up all year. Someone sorts them out in February. You find out what happened to your money when it’s too late to change any of it.
Done once a year, under deadline, so the return can be filed.
Tells you what you made last year, after the money is already spent, the slow months already over, the leaks already leaked.
Am I making money? Where is it going? Are customers finding me? Answered monthly, in plain language, on one page.
You see the slow month while it’s happening, and the review call is about what to do next, not what went wrong last year.
And when March comes? Your numbers are already clean, already organized, already done. Tax season becomes the easiest part of your year, not the reason you kept books.
One plan, two reports, one short call. Everything an owner needs to know the health of the business. Nothing you don’t.
Connect your bank and card accounts (or send us your monthly statements) and share access to your Google Business Profile. That’s the whole job. We take it from there.
+ $349 one-time onboarding (we connect your accounts, set up both reports, and catch up the current year).
Start with a free checkupNo contract. Cancel anytime. Your books and records are always yours.
Cash and profit forecasting, POS and systems integration, deeper analysis, plus your returns prepared and filed through our family tax practice, RastogiTax. Scoped to your business, priced when we’ve seen it.
One page, plain language, real numbers. Enter your email and we'll show you a sample Heartbeat report, the same page our clients sit down with every month.
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We'll follow up once about Starter, and that's it. No list, no spam.
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.
Settlements, fuel, and IFTA filings reconciled. Know your real cost per mile, not just what’s left in the account.
Payroll is the business: caregiver hours, overtime, and billing tied out so your margin doesn’t leak.
Occupancy, housekeeping payroll, and property costs tracked. See what a full night actually earns you.
Lawyers, physicians, and every practice in between: billings, payroll, and overhead in plain view.
Inventory in, margin out. Know which lines move and which sit on the shelf tying up your cash.
Connect your bank and card accounts (or send us your monthly statements, whatever is easiest) and share access to your Google Business Profile. Takes one sitting.
Every month we turn the raw activity into your two reports: the money and the customers. No wrestling with complicated software like QuickBooks. That’s our problem now.
One page and a short call, in plain language: how the business is doing and the one or two things worth doing about it, while there’s still time to act.
The Vitals Group is a father-and-son firm. Between us: decades of tax preparation for main-street business owners through our family tax practice, RastogiTax, and years building financial technology used by banks and payment companies.
The two work together: RastogiTax files your returns and runs your payroll. The Vitals Group watches the business all year, so there’s something worth filing.
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 checkupOr just call: (717) 608-3903 · (717) 379-0076 · all the ways to reach us