Profit First Advisor
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Expert Profit First Advisor
Turn Profit into a Habit, Not an Afterthought
Turn Profit into a Habit,
Not an Afterthought
We guide you through the Profit First method, making profit the first priority in your business, so you can eliminate cash flow worries and build financial confidence.
1.
Steady Profit
in Your Bank
Steady Profit in Your Bank
Gain control over your finances with weekly Profit First allocations, ensuring real profit in your business every month.
2.
Peace of Mind with Predictable Cash Flow
With our 5-week, 3-month, and 12-month forecasts, you’ll always know where your cash stands, avoiding surprise expenses.
3.
Quarterly Reviews and Reward from Profits
Stay on track with quarterly reviews and reward yourself with profit distributions, ensuring that your business growth is both strategic and personally fulfilling.
What's Running Your Business Without Profit Costing You?
You work hard to make your business successful, but without a solid cash flow system, you’re seeing profits on paper that get swallowed in operations.
- Constantly scrambling to cover taxes and expenses.
- Overspending without a clear cash flow plan.
- Missing out on personal rewards or growth opportunities.
- The stress of surprise expenses, leaving you blindsided
Every day you continue without a system like Profit First, you’re risking your business’s long-term sustainability and losing control over your financial future.
But there’s a better way to manage your cash flow and ensure your business remains profitable, starting today. Making profit a habit, not an afterthought
Our Solution
Here to Help You Take Control of Your Cash Flow and Profit
We understand how frustrating it is to see profit on paper but never in your bank account—like your business is working, but you still feel broke. We’ve been there, and implementing Profit First gave us the clarity, confidence, and control to turn it around.
With over 4 years of Profit First experience, we’ve helped businesses like Stretch Inc increase turnover by 113%, net profit by 56%, and receive over R281,250 in profit distributions—all in just the first 9 months, and still growing. This is the power of a cash flow system that puts profit first, not last.
We can do the same for you. By implementing the Profit First system, we will help you take control of your cash flow, stop overspending, and consistently reward yourself for your hard work.
Weekly Profit
First Allocations
Stay on top of your cash weekly so you can feel in control of your finances, which means less stress and more confidence in your business’s stability.
Quarterly Profit First
Review & Planning
Adjust your strategy proactively so you can adapt quickly to challenges, which means you’ll always stay aligned with your goals.
5-Week Cash
Flow Forecast
See short-term cash gaps early so you can avoid last-minute cash stress, which means smoother operations and less financial panic.
Our Process Plan
How It Works
Step 1: Schedule a Discovery Call
We’ll get to know your cash flow struggles and introduce Profit First to you.
Income – Profit = Expenses. Gain clarity on how this method can help you.
Step 2: Choose Your Package
Ignite, Lift Off, or Accelerate your Profit First journey—select the package that best fits your needs. Pick the level that suits your business for maximum impact.
Step 3: Profit First Implementation and Training
We’ll schedule your Profit First implementation and training session, setting you up for success. Start your transformation and take control of your finances.
The Features
Profit First Advisor Features
Weekly Profit First Allocations
Stay on top of your cash weekly, ensuring clarity and control over your finances.
5-Week Cash Flow Forecast
See short-term gaps early to avoid last-minute cash stress.
Quarterly Profit First Review
Adjust your strategy proactively, keeping your business on track with its financial goals.
3-Month Cash Flow Forecast
Plan confidently for the next quarter, gaining peace of mind about your financial situation.
12-Month Cash Flow Forecast
Understand your yearly financial flow, stopping future cash flow problems before they start.
Initial Profit First Strategy Session
Get a clear starting point to begin your Profit First journey with tailored advice.
Customized Bank Account Setup
Set up your cash system the right way, ensuring clear allocation and structure.
Target Allocation Plan Development
Work toward ideal profit targets with a clear plan to guide your financial decisions.
Progress Tracking and Reporting
Track your progress toward financial success, feeling proud of your improvements.
Monthly Allocation Support
Stay consistent with your allocations each month to maintain control over your finances.
Expense Discipline Coaching
Control your spending to protect profit, avoiding unnecessary expenses.
Profit Distribution Strategy
Ensure your profits are purposeful, allowing you to reward yourself and reinvest.
Emergency Fund Planning
Be prepared for the unexpected, reducing stress during financial crises.
Debt Elimination Guidance
Break free from debt with a structured, proactive plan.
Quarterly Business Review Meetings
Stay aligned with your financial goals, ensuring you're always moving in the right direction.
Frequently Asked Questions
Profit First isn’t about fixing a broken system; it’s about creating a more predictable, profitable, and sustainable future. Even successful businesses benefit from a structured cash flow plan that prioritizes profit from the start.
Actually, Profit First simplifies your cash flow by allocating money into specific accounts for specific purposes. It gives you a clear picture of what’s available to spend and ensures you’re never caught off guard by unexpected expenses.
The system is designed to be simple and manageable. With weekly Profit First allocations and quarterly reviews, you’ll have the support you need to stay on top of your cash flow without it becoming a full-time job.
Quarterly reviews are designed to adjust your profit percentage to get closer to your targeted profit goal. These sessions allow you to decide how to reward yourself from the profits, use profit to build a more sustainable business, and pay down debt—all while ensuring that you’re still reaping the benefits of your hard work.
Most banks offer low-cost or even free accounts, so the cost is minimal. The clarity, control, and profit you gain from the system far outweigh the small fees for having multiple accounts.
