PROFIT FIRST

THE PROFIT-FIRST SYSTEM: RECOVER MORE. STRESS LESS.

Everything we do is rooted in the Profit First system. It’s not just a cash management system— it’s the foundation of how we help businesses thrive.

Profit First flips the old formula on its head. Instead of Sales – Expenses = Profit, we use Sales – Profit = Expenses. That shift changes everything. It means you take your profit first, every time—then run your business on what’s left. It forces discipline, creates clarity, and builds a buffer between you and burnout.

Whether I’m reviewing your books, helping you make spending decisions, or prepping for tax season, the Profit First approach is baked into every part of the process.

A man is hanging a sign that states sales minus expenses equals profit, with the section of sales minus expenses crossed out.

Tired of guessing where your money goes?

If your books are a mess, your cash flow’s confusing, and your confidence is cracked—we fix that. Finally understand what’s coming in, what’s going out, and how to pay yourself with certainty.

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Growth shouldn’t feel like bleeding out.

A plant connected to an IV drip filled with red liquid, with drops of the liquid falling onto the soil.

You’re getting clients. You’re making money. But you’re still unsure what you can spend, save, or pay yourself. You’re building burnout, not a business.

Sound familiar?

“We’re growing but somehow still broke.”

“I’m afraid to look at QuickBooks. It just feels overwhelming.”

“Tax season fills me with dread every year.”

You’re not alone,
And you don’t have to stay stuck.

Profit isn’t a mystery.
it’s a system.

Using the Profit First cash management system, I help you channel the flow of money through your business in a way that makes sense. No more guessing. No more flying blind.

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YOU’LL HAVE CLEAR ANSWERS TO…

“What can I afford to spend?”

“When should I pay myself?”

“Am I growing or just working more?”

How Your Money Should Flow

Profit First divides your income into separate accounts for Profit, Owner’s Pay, Taxes, and Operating Expenses. Each deposit is split by set percentages you choose, giving you clear limits and purpose for every dollar. You take profit first, set aside taxes automatically, and run your business on what’s left, building discipline, reducing stress, and creating consistent cash flow.

Flowchart showing profit margin calculations with a box labeled 'Profit 10%'.

Work smarter. Keep more.
Pay yourself first.

Profit First isn’t about working more. It’s about putting structure around your money. When you channel your revenue into clear, intentional buckets, everything changes:

  • You Stop bleeding cash

  • You Avoid costly surprises

  • You Start paying yourself with confidence

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What’s possible with this method:

  • A travel agent tracked hidden expenses and saved over $13K.

  • A contractor finally qualified for a business loan.

  • A non-profit got audit-ready and accessed new grant funding.

(These are real-world outcomes seen by Profit First practitioners across industries.)

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You don’t have to figure this out alone.

Let’s look at your books together. No shame, no overwhelm. Just a clear, simple first step toward financial peace.