COURSE OFFERINGS
A clear path to profit
This step-by-step course walks you through the Profit First system—from shifting your money mindset and reviewing your finances to creating simple systems, reducing debt, boosting revenue, and building habits that last. Each module builds on the last, guiding you toward clarity, confidence, and sustainable profit.
Module 1 - Personal history and why
This is the most important work! Do not skip this or you are skipping the opportunity to understand your financial self at the deepest level. Gain understanding and clarity about conditioned beliefs toward money, finances, and wealth and identify what has been helpful and harmful. From there you will consciously create a new narrative that fully embodies your wants, needs, dreams, and goals.
Module 2 - Profit First Principles
What is this Profits First thing all about anyway? We’ll dig into and explain the principles that guide the PF philosophy. You will receive a hard copy of the book to read, which will further assist your understanding.
Module 3 - The financial assessment
This is when we really start digging into your numbers! You will gain clarity around how much revenue you’ve generated and where you are spending. With that information, we’ll set your targets to move you toward your goals.
Module 4 - Implementation
What is this Profits First thing all about anyway? We’ll dig into and explain the principles that guide the PF philosophy. You will receive a hard copy of the book to read, which will further assist your understanding.
Module 5 - Keep - Reduce - Eliminate
This may hurt but we must do a deep dive into your expenses. Keep those that are integral to your goals. Reduce anything that can be negotiated down. Eliminate the unnecessary.
Module 6 - Debt
Do you have debt? We have a beautiful plan for that. No debt? You get the week off!
Module 7 - Increase revenue
Let’s think about how you generate revenue in your business and identify new strategies or opportunities you may not see or be taking advantage of.
Module 8 - Take a break
Exhale. Take a break. Or get caught up because life happens and we need to make space for that. You are doing great! If you need support, those calls are available to you.
Module 9 - Advanced strategies
You are feeling like a Profit First pro at this point and may be wondering about other ways you can leverage this system. We’ll discuss some options and figure out what you need.
Module 10 - Quarterly review
Wow! Amazing! You’ve made it through the first quarter. Let’s review those numbers and get your quarterly reviews scheduled to keep your system on track.
Module 11 - Q2
We’re moving into a new quarter. Are you on track? Or do you need to make some tweaks?
Module 12 - Personal profit first
Now that you understand how Profit First works, it is a natural progression and extension to implement it with your personal finances.
CELEBRATE
Let’s celebrate! You’ve worked so hard. You’ve learned so much. You ♥ spreadsheets! How did that happen? Congratulations. Please stay in touch and join us for our quarterly brags because we’re all amazing.
GET STARTED TODAY!
If, at the completion of the course, you are not satisfied, we will refund the full course fee. You must notify us and request a refund within 10 days of course completion and provide all the work you completed for each module before a refund will be issued. No refund will be issued for participants who do not show up and do the work. You must do the work. We are confident that if you do the work, you will experience satisfying results.