IMPLEMENTATION. MAINTENANCE. ADVISORY.
Profit First Solutions
GIVE EVERY DOLLAR A PURPOSE
Revenue ≠ Financial Stability
While you’re busy growing your business and caring for your fuzzy clients, it’s easy to find yourself wondering, “Where did all the money go?”
By using a simple system of designated bank accounts and intentional cash allocations, you can build a business that pays you, prepares for taxes and creates real profit. As a Certified Profit First Professional firm, we combine the Profit First method with accurate bookkeeping and our pet-industry experience to make the structure work in real life, for your business.
Profit First gives you the framework. Our team brings the guidance and accountability (and pet biz know-how) to put it in practice!
How It Works
Assess
We review how cash currently flows through your business and complete a profit assessment.
Implement
We recommend a bank account structure, starting allocation percentages and allocation schedule.
Improve
We help you evaluate expenses, address challenges and gradually strengthen your profitability.
Maintain
Once the structure is established, we provide ongoing accountability or deeper advisory support.
Profit First Implementation
Personalized support for your business
Let’s set you up for success! Your first year of Profit First focuses on building the system, creating new financial habits and helping you follow through consistently.
WHAT'S INCLUDED:
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Initial profit assessment
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Personalized account and allocation plan
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Kickoff meeting
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Implementation check-in
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Dedicated expense-analysis meeting
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60-day progress review
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Monitoring through your bookkeeping
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Email support related to implementation
Ongoing Support
Profit First Maintenance
Best for business owners who are comfortable using Profit First and want quarterly accountability and professional oversight.
WHAT'S INCLUDED:
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Quarterly Profit First reviews
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Allocation-percentage recommendations
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Review of profit, tax, owner’s pay and expenses
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Annual profit assessment
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Profit-distribution guidance
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Annual goal-setting
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Limited email support
Profit First Advisory
Best for business owners who want broader financial guidance in addition to maintaining their Profit First system.
WHAT'S INCLUDED:
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Everything in Maintenance service
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Monthly financial pulse review
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Financial scorecard
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Quarterly 90-day cash outlook
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Plan-to-actual review
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Annual expense optimization review
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Enhanced owner’s pay and reserve planning
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Annual strategic planning session
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Limited support with hiring, pricing, purchases and other financial decisions
