Profit Leap

Profit Leap is a finance homework tool. A managed finance service combining a CPA bookkeeper, controller and fractional CFO with Huxley, an AI layer that monitors cash flow and answers finance questions. Runs on QuickBooks Online. Full service starts at $5,000 per month with a three-month minimum; the standalone AI is $99 per month.

Profit Leap is a managed finance service that pairs a human CPA team with AI software. The human side covers the work most small firms cannot justify hiring for on their own: a bookkeeper, a controller and a fractional CFO, all CPAs, working together under one engagement. The software side is Huxley, an AI layer that monitors the books, watches cash flow and answers financial questions in plain language. The pitch is straightforward: buy a finance department for roughly the cost of one part-time hire instead of assembling tools and contractors piece by piece. Engagements follow a fixed sequence. A discovery call reviews the existing books and produces a plan with no commitment attached. Onboarding then connects QuickBooks Online, rebuilds the chart of accounts and installs real-time reporting. From there the team runs monthly closes, financial statements, cash flow forecasts, KPI dashboards, payroll, AR and AP, and quarterly tax estimates. Huxley runs alongside, flagging unusual transactions, missed payments and margin shifts, and standing ready for ad hoc questions through a chat interface. The service is aimed at owner-operated businesses with real revenue and messy back offices: law firms with trust accounting obligations, SaaS startups that need clean GAAP numbers for investors, and professional services firms scaling past the point where spreadsheets hold up. The site's case studies follow that pattern, describing partners who reclaimed billable hours and founders who arrived at fundraising with board-ready statements. Positioning is the interesting part. Profit Leap sits above DIY bookkeeping software, which the company argues cannot sign a tax return or advise on entity structure, and below a traditional firm charging $3K to $15K per month. For businesses not ready for full service, the same AI runs standalone at cfo.bot for $99 per month, which serves as a low-cost entry point and an upgrade path into the managed engagement. QuickBooks Online is the required accounting system, and migration is available as a paid service.