Drill down into your profits
every month, not once a year.

A monthly pulse on your business: profit, customers, expenses. One page, plain language.

Or call us directly: (717) 608-3903

start here, it’s free

What did you pay in card fees last quarter?

Most owners guess 2.5%. Processors bury the real rate under junk fees. We catch it.

5.23%

The real card rate at a medical office we audited. The owner guessed half.

$3,382

Fees the processor invented there over 19 months.

$149.98/mo

What a pizza shop paid for a second merchant account with zero sales on it.

Send us one merchant statement. You get back one page: your real rate, what’s junk, what to demand back. Free.

Or snap a photo of the statement and text it to (717) 608-3903.

why we exist

Stop fumbling around with QuickBooks.

Owners pay about $120 a month for QuickBooks and still do the books themselves.

Doing it yourself in QuickBooks

You pay, and you still do the work

A subscription, add-ons, and hours of data entry every week.

Fall behind and it all piles up until February.

The Vitals way

You share statements, we do the rest

Am I making money? Where is it going? Are customers finding me? Answered every month, on one page.

You see the slow month while it’s happening.

By March your numbers are already done. Tax season becomes the easiest part of your year.

plans & pricing

Starter: your profit and your customers, every month.

One plan, two reports, one short call.

  • 01
    Heartbeat: the money report What came in, what went out, what made you money, what ate it.
  • 02
    Customer Vitals: the customer report How people find you on Google, and the one thing worth fixing.
  • 03
    A short monthly review call Fifteen minutes: how you’re doing and what to do next.
  • 04
    Tax season, already done Every dollar categorized all year. Clean numbers in January.
  • 05
    A person who answers the phone Call anytime. Same two people, every time.
What you provide

Connect your bank and card accounts (or send us statements) and share your Google Business Profile. That’s the whole job.

Starter · Monthly
$150/month

+ $300 one-time onboarding: setup plus catching up the current year.

Start with a free checkup

No contract. Cancel anytime. Your records stay yours.

Pro · For owners who want to see ahead

Forecasting, systems, and your taxes filed.

Forecasting, POS integration, and your returns filed through RastogiTax. Priced once we’ve seen your business.

Let’s talk
see it before you buy it

See the exact report your money gets every month.

Enter your email and we'll send you a sample Heartbeat report.

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One follow-up, no list, no spam.

who walks in the door

Built for the businesses that run Main Street.

Cash-heavy and family-run. We’ve done their taxes for decades.

Gas stations

Fuel, lottery, and inside sales: three businesses in one, kept straight.

🏪
Convenience stores

Cash drawers, vendor deliveries, and which shelf actually pays the rent.

🍽️
Restaurants

Food cost, tips, and your real margin per week, not per year.

Coffee shops

Small tickets, big volume. The numbers behind every cup.

🧺
Laundromats

Cash books done right, and a clear read for the next equipment decision.

🚚
Trucking

Settlements, fuel, and IFTA reconciled. Your real cost per mile.

🏠
Home care

Payroll is the business: caregiver hours, overtime, and billing tied out.

🏨
Hotels, motels & rentals

Occupancy, housekeeping payroll, and what a full night actually earns.

💼
Service businesses

Lawyers, physicians, and every practice in between: billings and overhead in plain view.

📦
Retail & wholesale

Inventory in, margin out. Which lines move and which tie up your cash.

how it works

Three steps. No homework.

STEP 1 · CONNECT

Share the feeds

Connect your accounts or send statements. One sitting.

STEP 2 · WE WORK

We build your reports

We build your two reports every month. QuickBooks is our problem now.

STEP 3 · YOU KNOW

You get the pulse

One page and a short call: how you’re doing and what to do next.

a father & son firm

A family firm, for family businesses.

“Most of our clients built their business the same way we built ours: as a family, with long hours and their own money. We treat their numbers that way.”

A father-and-son firm that makes your financials easy to understand: a monthly business review that drills into your revenue and expenses, so you always know where you stand and what to set aside for taxes.

Behind it: decades of tax preparation through RastogiTax and years building financial technology for banks and payment companies. RastogiTax files your returns. The Vitals Group watches the business all year.

Harrisburg and South Philadelphia. Small client list, on purpose. You always talk to one of the two of us.

questions owners ask

The QuickBooks questions, answered straight.

Do I need QuickBooks if I work with you?

No. Send statements or connect your accounts and we do the books on our own system. Your preparer gets clean, tax-ready numbers in January.

What does QuickBooks actually cost?

About $40 to $275 a month depending on tier, plus payroll, plus your hours every week. One of our clients was paying $121 a month and dropped it entirely when he moved to us. Starter is $150 flat.

I already use QuickBooks. Can you take over?

Yes. We pick up from your file, catch up the current year, and you can cancel your subscription.

What do I have to do each month?

Share your statements, read one page, take one short call.

the first visit is free

Fifteen minutes. Free. We’ll tell you what your books are saying.

Bring a merchant statement, a bank statement, or just questions. If we’re not the right fit, we’ll say so.

Book a free 15-minute checkup

Or just call: (717) 608-3903 · (717) 379-0076 · all the ways to reach us