Overview
Pay your business first.
Profit First is a cash management method created by author Mike Michalowicz. The idea is simple: when money comes in, a set percentage goes to profit and taxes first, and the business runs on what remains. Most businesses do it the other way around, paying every expense first and taking whatever is left, which is often very little.
It works a lot like automatically moving part of every paycheck into savings. Once the money is set aside, you stop spending it without thinking about it. We help you set up the system, build budgets that fit your business, and monitor cash flow so you can see trouble coming weeks ahead.
What’s included
- Profit First budgeting setup
- Budgets in QuickBooks Online
- Budgets by class, job, or division
- Cash flow monitoring
- Financial reporting to track progress
Why it matters
What changes when profit comes first
Profit is planned
A set share of every deposit goes to profit, so it builds up steadily through the year.
Taxes are covered
Setting aside tax money as you earn it means tax bills stop turning into emergencies.
Surprises get caught early
Regular cash flow monitoring shows you slow months and big expenses before they hit.
In their words
More than you thought possible
The owners never cease to amaze me with how much they accomplish together! Give them a try, they will help you accomplish more than you thought possible as well!
Kristen
Google review
Do I need to know Profit First already?
No. We walk you through how it works, help you decide on your percentages, and keep it running alongside your monthly bookkeeping.
Can Profit First work for a seasonal or project-based business?
Yes. Cash flow monitoring matters even more when income comes in waves, and budgeting by class or job helps you see which parts of the business carry the load.
Make profit part of the plan.
Book a consultation and tell us where things stand. We’ll take it from there.