It’s not about how much money you make, it’s about how much you keep

Imagine having total clarity on your finances—where every money decision feels simple and stress-free. No more cringing when it’s time to look at your bank balance or head in the sand when it's time to do your books.

Instead, confidently assess your finances in a way that aligns with your creative mind—bringing ease, passion, and even joy to the process!

What is Profit First?

Profit First is a simple and yet incredibly effective cash flow strategy that will transform your business from a cash eating monster into a money making machine. Written by Mike Michalowicz, the system explains why the GAAP accounting method is contrary to human nature, and traps entrepreneurs in the day to day and check-to-check cycle struggle to survive. You’ll quickly learn the importance of taking your profit first, without compromising your business, and why the Profit First Formula of Sales – Profit = Expenses actually forces innovation, supports sustained growth and skyrockets profits.

Why should I consider a Certified Profit First Professional?

As a Certified Profit First Professional Firm since 2019, we’ve gone through, and continue to go through, rigorous training to ensure we’re up to date on the latest and greatest tools and training available. We have ongoing training, tools, updates, mentors, accountability and support directly through headquarters and are surrounded by more than 500 professional accountants, bookkeepers and other coaches who are some of the top globally that we continuously learn from and engage with.

As Profit First Professionals, we can help you:

• Make profitability a HABIT in your business

• Create a business around your life instead of a life around your business

• Separate your personal and business finances

• Take home more money starting with your next client or deposit

• Achieve a quarterly profit distribution rhythm (just like if you were to get bonused from an employer!)

• Create a stable take home pay for you and your household

• Erase your debts in a sustainable and systematic way

• Establish an emergency fund for your business

• Create a system to pay yourself regularly, even with a seasonal business

• Make worrying about taxes a thing of the past

• Never miss payroll again

With Profit First, we offer 3 ways to work together

• Financial Fitness Academy - This is the simplest and most efficient way to get Profit First implemented and running in your business. The Academy offers a simple way to get started with our signature course, Path to Profitability and access to live calls to get support through the course, live Q&A’s for everything financial, monthly masterclasses on specific financial topics in your business, and more! Hands down, this is an incredible community for small business owners to get started. You can learn more and join the Academy here!

• Profit Assessment & Blueprint - Have you read Profit First & want to self implement the system but aren't sure where to start? Would you rather have a professional assess your numbers?

  The Profit First Assessment & Blueprint will provide you with an evaluation of the health of your business & a detailed step-by-step guide and strategy on how to get it from 1 → 10 on your own & systematically!

  This purchase includes:

  ✅ 1:1 Customized Profit First Guidance – Personalized support to implement and execute Profit First in your business
  ✅ Tailored Tools & Resources – Additional materials designed to align with your specific business goals
  ✅ Detailed Profit Plan – A 7-10 page, fully customized financial roadmap for your business
  ✅ Two Coaching Sessions – (90 minutes each) to strategize, implement, and ensure success

• 1:1 Coaching - Sure we can implement Profit First only, but most often, it’s combined in a whole business financial coaching approach. Profit First implementation as a stand alone coaching program is a 4 month program. We’ll meet for 8 sessions, every 2 weeks to get Profit First implemented the right way and all the way in your business, with expert guidance and the numbers done for you.

  What we most often find is, that Profit First is only one tool and system that your business needs to help you understand your numbers better. When we get into 1:1 coaching, we also start talking about your budget, pricing, efficiencies, debts, and additional systems to take a look at the whole picture to make sure that Profit First truly amplifies everything you’re looking to do in your business and your life!

*Please note, Profit First is not included in our business Deep Dive sessions.