ABOUT PROFITS ADVISORY

Practical Business Expertise.

Smarter Systems. Better Growth

Helping small business owners build stronger businesses
without having to figure everything out alone.

Profits Advisory combines hands-on small business expertise with modern technology and AI-powered solutions to help business owners build stronger foundations, improve operations, make better financial decisions, and create sustainable growth.

Built for Small Business Owners

Running a small business requires you to wear a lot of hats.

Strategy. Finances. Taxes. Marketing. Technology. Operations.

Profits Advisory was created to help bring those pieces together. Instead of looking at one isolated problem,

we look at the business as a whole and help identify what is working, what is getting in the way, and where

better strategies, systems, or automation can make the biggest difference.

Our Philosophy

Technology Should

Solve Business Problems

We don’t believe small businesses need more software.
They need better solutions.

There are thousands of AI tools, CRM platforms, marketing systems and automation products available today. Knowing which ones actually make sense for your business is the difficult part.

Our approach starts with the business first.

Business-Minded

Recommendations are evaluated based on practical business value, not technology for technology’s sake.

Strategy Before Software

We identify the problem and desired outcome before recommending a solution.

Built for Small Business

Solutions are designed around the realities, budgets and resources of small businesses.

Human Expertise + AI

We combine experienced business guidance with modern AI and automation capabilities.

Meet The Founder

Lisa Kugel

Founder | Small Business Advisor

Helping small business owners build stronger businesses
without having to figure everything out alone.

Profits Advisory combines hands-on small business expertise with modern technology and AI-powered solutions to help business owners build stronger foundations, improve operations, make better financial decisions, and create sustainable growth.