Phase 1: Full Evaluation
Business profitability assessment and benchmark report
Financial systems audit consultation
Phase 2: Roll Out Plan
After completing the Full Evaluation, I will deliver a customized Profit First Roll Out Plan for your business. The plan specifies the necessary steps to successfully implement Profit First in your business. The plan includes initial account setup, advanced account setup, allocation percentages, allocation dynamics and more.
Phase 3: 12 Month Implementation and Accountability
After delivering the Profit First Roll Out Plan, I will work with you hand-in-hand to properly implement Profit First in your business. Your report will be delivered and thoroughly reviewed with you, one-on-one.
I will keep you accountable every month. We will also work together over the next four quarters (an entire year) to to determine a quarterly strategic direction and make sure you are sticking with the plan, dynamically adjusting to outside influences, and maximizing your profits.
I will provide instructions and support to your current financial team so they can fully understand Profit First and support you accordingly.
Ensure you have a realistic and achievable plan for your business to achieve the life goals and dreams and continue moving your finances in the right direction.
Implement cashflow systems to handle the extreme ups and downs of business income without stress and worry.
Let’s do this!