Profit First is a kickass cash management system for businesses that want to make an impact in the world. Learn about Profit First here.
The sooner you start with Profit First, the sooner you will master financial discipline and force your business to run efficiently. No matter how new or established your business is, you should not wait to implement Profit First.
We do not assist with filing income taxes. For that, you want to find a Certified Public Accountant (CPA) or Enrolled Agent (EA). However, we do help many clients file their sales tax.
Simple. We speak about money in language that non-money-people can understand. We are humans who deeply care about our clients. And we use the Profit First approach to cash management (because it’s freakin’ awesome and super-simple).
- Bookkeeper: keeping your financial details in good order
- A full charge Bookkeeper enters data and produces reports that give you up to date information to make day-to-day decisions.
- Management Accountant/CFO: Analyzes info and gives advice (this is our Profit First work)
- Tax Accountant: filing income taxes, financial analysis, tax law compliance, and more
- Enrolled Agent (EA) - they specialize in filing taxes
- Certified Public Accountants (CPA) - will help you file taxes, but specialize in many other areas too
We strive to make working together easy (numbers-wise and everything-else-wise!) We provide clear, un-scary pricing and packages for Profit First Cash Management Consulting and Breathe Easy Bookkeeping Management.
Yes, please! Money isn’t everybody’s strength. Many of our clients aren’t “good with money,” but once they start working with us, they grow in confidence and capability. Do you value money? If you understand that money matters, and you have decided it’s time to use yours wisely, then yes. We will teach you. All you have to do is be ready to put the intention, time, and effort in to show up for yourself and your finances!
If your business is not profitable, you need to implement Profit First right away! Implementing Profit First forces profitability rather than waiting for it. Start with low allocation percentages - like 1% to Profit and Tax - but get started NOW!
No. The allocations start the day you implement Profit First, with your very next deposit. Start by fully funding the expenses you currently have and give yourself time to cut your expenses. You can start by putting aside just 1% into a profit account while you figure it all out and slowly decrease the money you spend on Operating Expenses.
In fact, the only way to pay off debt (which is simply past expenses that you haven’t paid for yet) is to be profitable. You must make more money than you are currently spending in order to have current profits. You then use those profits to pay off your debt (past expenses).
Absolutely. We work with businesses throughout the country. As long as you dig a bit of New York personality (we tell it like it is, sometimes while we’re eating bagels), then we’ll go together like bagels and lox.
Yes. If your business can be “saved,” we will save it. It’s rewarding to help business owners gain clarity on where they’ve been selling themselves short and whether or not profit is possible. The best time to get a handle on things is now!
Just bring yourself, your attention, and your questions or concerns. We're looking forward to meeting you!