Plan for the future and keep more cash in your pocket.
We’ll help your business thrive.
You’ve worked hard to build a business you love. You deserve to keep more of your hard-earned money and build your business around your life — not the other way around. As one of the few firms nationwide that’s certified in Profit First, our team can help you manage your business’ finances and see a tangible difference in cash flow in just one month.
Profit First bookkeeping is our most comprehensive service that combines precise monthly bookkeeping with the transformative Profit First system and financial coaching.
Peace Starts Here
Here’s how it works.
1
Schedule a discovery call.
In a 60-minute call, we’ll hear your needs, challenges and goals. Even after this initial conversation, you’ll leave equipped with action steps to begin working towards your goals.
2
Get a plan.
Receive a custom plan to get started. We’ll determine the best way we can serve you and empower your business to overcome its obstacles.
3
Pocket more cash.
Our clients consistently report that after just four weeks, they can see a tangible difference in their business. We design our programs to get you perfect books and then we keep them there.
Begin maximizing your profit today.
What we can do for you:
Eliminate debt
We’ll help you get out of debt by cutting unnecessary spending and streamlining your budget.
Set aside cash
We’ll make sure you designate your money for specific purposes so you can rest easy when tax season comes around or business is slow.
Predict profit
We’ll help you gain financial clarity so you can anticipate your cash flow more accurately.
Build healthy habits
We’ll give you the tools you need to understand your business’ finances and make profitability a habit.
Find financial freedom
You’ve worked hard to get to where you are. We’ll give you back time and money so you can stress less and profit more.
Personal coaching
Once your bookkeeping is covered, you can opt to keep working with your own personal Profit First coach who can provide ongoing guidance.
Three Paths to Profit
We know that every business has its own challenges depending on the size of the company, stage of business, clients it serves, and other factors. That’s why we created four paths to profit. Each of these paths is designed for businesses to start seeing results in as few as four weeks. During our Discovery Call, we will help you determine which is right for you and your business.
Profit First Implementation Coaching
This 6-month program can be an add-on to combine monthly bookkeeping services with Profit First Coaching with a Certified Profit First Professional, implementing the proven method of cash flow accounting.
Custom Profit Assessment
6-Quarter Roll-Out Plan and Strategy
Monthly coaching calls for one-on-one support and accountability. Meet monthly for the first 6 months, then graduate to Quarterly Reviews
Improve bottom line profit and sustainability
Profit First Strategy Session (one-time)
Our Strategy Sessions are a time to meet 1-on-1 with a Certified Profit First Professional to assess your businesses’ financial health live and determine if this is the right time to Implement Profit First.
1-hour session + prep time
Instant Profit Assessment
Help in identifying opportunities for improvements in your business
Accountability to improve bottom line profit and sustainability
Have questions? Schedule a one-time Free Discovery Call with our Certified Profit First Professional
Profit First “Live” Group Coaching Program
Join a cohort of like-minded business owners and a Certified Profit First Professional. The group will meet twice weekly via Zoom for step-by-step implementation in 6 weeks.
Learn the basics of the Profit First method of cash flow accounting
Create your Profit Assessment
Resources & Workflows for success
Benefit from working alongside others in the group
Access to online learning platform & resources
Get the inspiration you need to put Profit First!
Join the Waitlist for our next group offering
Testimonials: Profit First Coaching