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


Imagine having utterly complete clarity on your financial picture and being able to make money decisions quickly and easily. 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, assess your financial picture in a way that works with your creative mind, with passion and joy!



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 will 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

  • 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

 
 
 
My whole adult life I have been fighting a battle with credit card debt. Thanks to Kristen and Profit First I have buckled down HUGE since January. The separate accounts and CAPS were instrumental. I finally did it. I have $236 left on a card that has been near or at $6000 since I got it!
— Trisha with Daintree Kennels
 

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 group coaching, live Q&A’s, monthly masterclasses 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!

  • 1:1 Coaching - Implement Profit First only, or most often, it’s combined in a whole business financial coaching approach. Profit First implementation as a stand alone coaching program is a 3 month program. We’ll meet for 6 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.

  • 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:

    • 90 minute informational gathering session

    • Tools to help you with PF implementation and execution

    • A 7-10 page detailed and personalized plan

    • A follow-up 90 minute call to provide guidance, answer questions and review the plan.

 
Since working with Kristen for the past 4 months, I know my systems and percentages. I know how to do a budget. I paid down debt. I know what I can spend and how much I need for taxes. I feel a lot of relief in this!
— Dr. Stephanie Ferris
 

 

Mike Michalowicz, bestselling author of Profit First, Fix This Next, The Pumpkin Plan and other renowned business books