You've read the book Profit First—But Now What?

Module 1: Find Your Numbers & Get Clear on Your Finances

You can’t improve what you don’t measure. The first step in your Profit First journey is understanding where your money is actually going.

📌 How to run the right reports in your accounting software (or gather bank statements if you don’t use one)
📌 How to track your real revenue, operating expenses, and profit—without the confusion
📌 How to spot money leaks that are keeping you from profitability

🎯 By the end of this module, you’ll have a complete picture of your finances—so you can move forward with confidence.

Module 2: Perform Your Instant Assessment with Confidence

This is the step where most business owners freeze—but not you. I’ll walk you through it, step by step, so you can finally complete your Instant Assessment without second-guessing yourself.

📌 How to calculate your Profit First percentages using real numbers from your business
📌 How to compare your current finances to industry benchmarks to see where you stand
📌 How to identify what’s working and what needs adjusting to create more profit

🎯 By the end of this module, you’ll know exactly where your money is going and where it needs to go to make your business profitable.

Module 3: Build Your Profit Roadmap & Create a Roll-Out Plan

Now that you have the numbers, it’s time to put Profit First into action! This module will help you transition from where you are now to a more profitable, cash-positive business.

📌 How to create a Profit First roll-out plan that works for YOUR business (gradual shifts for immediate changes)📌 How to set up your bank accounts properly to ensure you never run out of cash again📌 How to make adjustments over time to keep your business financially healthy

🎯 By the end of this module, you’ll have a clear, actionable plan to follow—so you can start seeing profit in your business right away.