PROFIT FIRST PACKAGES
Because profit should be a priority, not a happy accident.
Whether you just want a roadmap to profits, or you want an expert team to do all the heavy-lifting - we have packages to help you get there.
WHO IS THIS RIGHT FOR?
Does this sound familiar? You..
- Have spent years working your tail off in your business - but you’re disappointed with the numbers you see in your bank account?
- Can see money coming into your business - but it’s all gone by the time you’re done paying bills?
- Are tired of going without a salary or worrying about making payroll?
- Are ready to explore a new way of doing things - that’ll make you permanently profitable and give you more money to make your dreams happen?
- Find yourself wishing there was a simpler way to manage your money?
- Want to work with pros who know what they’re doing - so you can go back to doing what you love in your personal life?
If this sounds like you, you’re in the right place!
Package #1: Profit Snapshot
Whether you're starting from scratch or have some strategy in place - we’ll give you the high-level roadmap to take your business to profitability within the next 1-3 months.
Includes:
- Evaluate your current situation.
- Generate high-level strategy for reach profit targets
- Historical review of financial trends (2-5 years)
- Debt repayment plan (if needed)
- List of accounts to be opened (Owner’s pay, Profit, Expenses, Taxes, etc)
- Target percentages for automating each account
- Answer all your PF related questions
Investment: $497
(This fee is applied to all Profit Domination packages going forward.)
Click to book a free call and get all your Qs about Profit First answered.
Package #2: Profit Domination
If you’re ready to hire an A-team to help you implement Profit First for the first 90 days - this package is perfect for you.
Incudes:
- Everything from Profit Snapshot
- Kick-off Consultation
- Monthly Strategy Session
- Setting-up Income and Allocation accounts with your banks
- Establish Current Allocation Percentages
- Recommend Allocation Schedule + Complete first month’s allocation.
- Address any transitional issues
- Schedule your firm's first profit distribution
- Conduct the first quarterly profit check-in and CAP adjustments.
- On-going emails and phone support (as required)
Investment: Starts at $3997
(Our pricing plan is based on revenue tiers. Ask us for a quote on the call!)
Click to book a free call and get all your Qs about Profit First answered.
P.S: Looking for support with bookkeeping and taxes? Explore our packages here