Profit First

Profit First, Set Up and Run for You

A simple cash system where you take profit first, before expenses, so your business is profitable by design. We set it up and run it with you.

Book Your Free Call 15 minutes. We look at your numbers and show you what we find. No pressure.
Profit First is a cash management method where you take your profit first, before expenses, by splitting income into separate bank accounts. It flips the old formula. Instead of Sales minus Expenses equals Profit, it becomes Sales minus Profit equals Expenses, so your business is profitable by design. We set it up and run it with you.

What Is Profit First?

Most owners run their business by looking at one bank balance and hoping there is enough. Profit First replaces that with a simple system. Income is split into separate accounts for profit, owner pay, taxes, and operating expenses. You pay yourself and set aside taxes first, and you run the business on what is left. It is hard to overspend money that is not sitting in your operating account.

How Does Profit First Work?

We set up the accounts, set your target percentages based on your real numbers, and build the rhythm of moving money on a schedule. Then, on your monthly review, we check the percentages and adjust as the business grows. You get the discipline of Profit First without having to become a finance expert to run it.

Does Profit First Actually Work for Small Businesses?

Yes. It works because it changes behavior, not just spreadsheets. When taxes and profit are physically set aside first, owners stop the year end tax panic and finally take home a paycheck. The system is simple on purpose so a busy owner can actually stick to it.
No cost, no pressure

Find Out What Your Business Is Leaking

Book your free 15 minute Growth Strategy Call. We look at your numbers, show you what we find, and you keep it either way.

Backed by the 3x Value Guarantee: if we do not identify at least 3x your advisory investment in your first 90 days, we keep working free until we do.

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Questions

Asked and Answered

What is Profit First in simple terms?
You take your profit first, before expenses, by splitting income into separate accounts for profit, owner pay, taxes, and operating expenses. You run the business on what is left, so it is profitable by design.
Do I need Profit First if I already have a bookkeeper?
They do different jobs. Bookkeeping records what happened. Profit First is a system for managing cash so you actually keep more of it. We combine both, and set up Profit First as part of your CFO plan.
Will Profit First work with my bank?
Yes. It uses ordinary checking and savings accounts, which any bank supports. We help you set up the accounts and the percentages based on your real numbers.
How do you set the percentages?
From your actual books, not a generic template. We look at your real revenue and costs, set targets you can hit today, and adjust them on your monthly review as the business grows.