PROFIT FIRST
It’s not a feature.
it’s the foundation.
Everything I do is rooted in the Profit First system. It’s not just a method—it’s the foundation of how I 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.
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.
Growth shouldn’t feel like bleeding out.
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.
“I have no idea where my money goes each month”
“I’m afraid to look at QuickBooks. It just feels overwhelming”
You’re not alone, And you don’t have to stay stuck.
Sound familiar?
“We’re growing but somehow still broke”
“Tax season fills me with dread every year”
Profit isn’t a mystery.
it’s a system.
Using the Profit First method, I help you channel the flow of money through your business in a way that makes sense. No more guessing. No more flying blind.
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
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
What’s possible with this method:
A travel agent tracked hidden expenses and saved over $13,000
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.)
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.
Not ready to chat yet?