About P&L Business Solutions
Life is moving a thousand miles per hour. So many moving pieces, you can’t possibly keep your eyes on everything at once. We can offer you something refreshing by taming the bookkeeping monster in your business and giving you solid advice. By having a clear focus on your business growth and profitability, we help you reach your company’s full potential.
P&L Business Solutions is a QuickBooks Pro Advisor Bookkeeping firm that is focused on working with clients that are looking to grow and create profitable businesses. We have:
Automated and Quality Control systems in place to streamline your bookkeeping to make your
life easier and frustration free so you can focus on what you do best.
We work with your CPA or Enrolled Agent to get your taxes ready to go for an easy, breezy tax
season.
Experienced in-house business advisors to create actionable plans to solve your issues and
concerns.
For added security, P&L Business Solutions only hires USA-based bookkeepers and
employees. We don’t want our client’s valuable financial information “traveling” to the other
side of the world.
As business owners ourselves, we have been in the same boat you may now find yourself in. We know that sometimes there is a downside of contracting with big accounting firms and becoming disenchanted with the “mass produced” financials that are actually done by a 20-year old right out of college.
There are often concerns and risks of hiring someone in-house to handle all the finances while all along having this nagging feeling that the person’s allegiance is more to themselves than your business, and as a result, there are minimal checks and balances to ensure the company’s best interests are achieved.
Our Team at P&L Business Solutions manages our clients’ financials the same way WE want ours to be managed. We have innovated systems that alert us if certain things happen… or don’t happen.
We believe in keeping the communication with our clients flowing to ensure that you do not feel like just a number. We can go beyond bookkeeping by forecasting your cash flow and giving feedback where business owners can best cut nonvalue-added costs, optimize processes for improved quality, and evaluate the business to take advantage of growth opportunities.
Schedule a call today to discuss going beyond basic bookkeeping and structuring your books and financial reports to get on the path of making the right decisions to position your firm for the future!
Meet the team working for you:
Leanna White
Owner
Hi! My name is Leanna White. My husband, Paul, and I started P&L Business Solutions in 2019 to help businesses become more profitable and to take away the stress required of business owners to provide documentation to their CPAs to file their annual taxes. We love helping businesses!
I started out doing all the bookkeeping myself but now that we have a wonderful team of one administrative assistant and two bookkeepers, my focus is onboarding new clients, doing most of the client communication, and working to adjust our tech stack to provide the best experience for our clients. I am a certified QBO ProAdvisor and consultant with a lot of experience of transforming books that are a total mess into a smooth accounting process that provides accurate and useful financial and management reports for our clients. I am also a certified bookkeeper certified through the Intuit Academy.
My life outside of work, consists of spending time with my wonderful husband and our two awesome teenagers. I love to serve at my church by working with the babies in the nursery and playing the piano in our church services. I also enjoy traveling whenever I can.
Please let me know if there is any way I can assist you in your business. You can contact me at LWhite@PandLBusiness.com.
I am Paul White, Co-Owner of P&L Business Solutions. I enjoy my role as a Fractional CFO using my business background from the Fortune 100 world of working in Finance, Sourcing, and Process Design/Quality Control to assist and advise our clients on becoming more profitable. One of the key concepts we focus on when working with clients is to understand their business’s fixed overhead base, variable expenses, and revenue potential opportunities with the end goal of helping owners to develop a roadmap toward more predictable cash flow and higher profitability.
Although my formal education was a BS and MBA in Business, outside of work I enjoy being an experimental aircraft builder. I hold a Repairman’s Certificate for a Vans Aircraft RV7A that I fly with my kids and lovely wife. I also enjoy watching the kids play sports on their school’s team.
Please reach out to Pwhite@pandlbusiness.com if you have concerns with budgeting, cash flow, and profitability in your business. I would love to chat with you to see if we would be a good fit to help you improve your business.
Paul White
Co-Owner
Fractional CFO
Amy Garcia
Administrative Assistant
Hello, my name is Amy Garcia. I joined P&L Business Solutions in 2023 as an Administrative Assistant. With a passion for organization and efficiency, I strive to support our team in achieving excellence in every project.
Outside of work, I love spending quality time with my family. Whether it’s watching documentaries, enjoying a relaxing day by the pool, or taking on a DIY project at home, we always find ways to make the most of our time together.
Recently, I’ve developed a newfound love for tea, especially loose-leaf varieties, and enjoy exploring different flavors and blends.
If you need me, I can be reached at agarcia@pandlbusiness.com
Hello, my name is Michele Menard. It’s been 2 1/2 years since I began working for P&L as a bookkeeper. Now I work with multiple clients by assisting with invoicing, account reconciliation, daily financial transactions, and annual insurance audits. The experience I’ve gained includes bookkeeping, administration, proofreading, and claims analysis. I also have a background in project planning, analysis and research, payroll and onboarding. All this allows me to better serve our P&L Business Solutions family.
I love to travel and have had the privilege to travel extensively overseas, both on missions trips and for pleasure. I have a large family, and enjoy spending time with my children and grandchildren.
If you need to contact me, I can be reached at michele@pandlbusiness.com.
Michele Menard
Lead Account Manager
Debra Dial
Bookkeeper
Website Manager
My name is Debra Dial but people call me Debbie. I came to P&L Business Solutions in 2023 to update the website and have carried over into bookkeeping. With an administrative background for over 35 years, I thoroughly enjoy working with numbers involved on the bookkeeping side and website upkeep.
We homeschooled our son through his entire school career and now miss shopping at Staples and OfficeMax for office supplies; now I have another reason. One of our best experiences is when the military sent our family to Germany via my husband. We did world history one of the years and spent the summer visiting places that we studied. After our son graduated high school, I was looking for what the Lord has next for me. I was blessed to begin working with Leanna and the flexibility to also take care of my Dad out of state.
My off work world involved attending and serving at our church, cooking, some simple games on my tablet, visiting with friends and crochet. We also like to do some antiquing as we travel. Should you need to contact me, I can be reached at ddial@pandlbusiness.com.