Leading the industry of business owners with the best solutions to help them grow, scale and sell their business.

Join us for an intensive in-person workshop that delivers certified Profit First training tailored to your industry. Led by experienced professionals, this workshop will equip you with the tools and knowledge to implement Profit First effectively, ensuring a path to sustainable profitability and financial success.

What's Included with Your Registration:

- One Day In-Person Workshop: Gain expert guidance and practical insights with certified Profit First training.

- On-Site Support: Access Profit First professionals throughout the day for personalized assistance.

- Post-Event Accountability Webinar: Receive a ticket to a 60-minute live webinar to reinforce your learning and track your progress.
- Including a book, manual, workshop training, and CPA hour.

Catering:

Enjoy a delicious continental breakfast, lunch, snacks, treats, and access to a water station.

Investment:

$297 Early Bird Special

This workshop is your opportunity to take control of your finances and revolutionize the way you do business. Spaces are limited, so secure your spot today and take the first step toward lasting profitability! The standard price is $497. The Early Bird Special ends on May 31st!

Agenda Highlights:

8:00 AM – Registration & Continental Breakfast

Kick off the day with fresh coffee, breakfast, and networking with fellow business owners and entrepreneurs.

8:30 AM – Opening Remarks

• Welcome & introductions

• Overview of the workshop goals

• What to expect from today’s sessions

9:00 AM – Intro to Profit First

• Why traditional accounting doesn’t work for small businesses

• The Profit First formula & methodology

• The impact of Profit First on cash flow & profitability

10:00 AM – Goal Setting with Profit First

• How to define financial success for your business

• Setting realistic profit goals – The Instant Assessment

• Creating a financial roadmap – Roll out plan

11:00 AM – Setting Up Profit First for Your Business

• Opening the right bank accounts

• Creating a rhythm for allocations

• Tools & systems to track your cash flow

12:00 PM – Lunch & Networking

Enjoy a delicious lunch while networking with peers, sharing insights, and discussing takeaways from the morning sessions.

1:00 PM – Customizing Profit First for Your Business

• Understanding your business’s unique financial needs

• Adjusting allocations based on industry & revenue

• Real-world examples of Profit First

2:00 PM – Profit First into Action in Your Business

• Overcoming common implementation challenges

• Adjusting & optimizing as your business grows

3:00 PM – Profit First Advanced: Preparing to Sell Your Business

• How Profit First increases business valuation

• Financial habits that make a business attractive to buyers

• Exit strategy planning & maximizing profitability

4:00 PM – Profit First Next Steps

• Creating a 90-day Profit First implementation plan

• Accountability & follow-through strategies

• Accessing additional Profit First resources & coaching

5:00 PM – Closing Remarks

• Final thoughts & key takeaways

• Open Q&A

• Thank you & next steps

End the day with a clear action plan for your next steps and confidence in managing your business finances like never before.

Additional Notes:

🔹 Interactive Elements: Live Q&A, worksheets, and real-world case studies

🔹 Takeaways: Profit First Workbook and bonus resources.

🔹 Bonus: 1 ticket to the 60 Minute Post workshop Accountability check-in