Profit First Guide + Templates

Profit First Guide + Templates

$97.00

WHAT THIS IS: Are your finances and numbers organized? Do you have an idea of just how profitable you really are? If you feel like this is an area where you can improve then you’ve come to the right place! Implementing a profit first mentality is crucial if you are looking to grow and scale your business. Learn all about creating healthy formulas that will fit into your business model and will allow you to properly and effectively manage your finances well!

WHY YOU NEED THIS: Let’s talk about money and money management. This area of your business is something that you should be serious about. This template will teach you the basic fundamentals of learning how to allocate your money through setting target percentages that are applicable to your business. This guide includes an overview of how I have incorporated the profit first system into my business, work pages for planning, tips for implementation, checklist + GOOGLE spreadsheet templates.

Add To Cart

TEMPLATE INCLUDES:

  • A Profit First Introduction: The Benefits Of Profit First & How It Works

  • Business Margin Planning Worksheet

  • Expenses Planning Worksheet

  • Operating Lean Worksheet

  • Cashflow Workflow Guide

  • Instant Assessment to determine your CAPS (Currant Allocation Percentages) and how to plan for your TAPS (Target Allocation Percentages).

  • Profit First Instant Allocation Spreadsheet Template

  • Profit First Allocation Transfer Log Spreadsheet Template

  • Profit First Proposal Allocations Spreadsheet Template

Click to watch the REPLAY of my PROFIT FIRST PARTY!

*Videos on how to use the spreadsheet are COMING SOON.

Client Offboarding Packet

Client Offboarding Packet

$47.00
Workflows

Workflows

$27.00
Client Onboarding Packet

Client Onboarding Packet

$47.00
Essential Emails Email Templates for Florists.png

Essential Emails

$127.00
Style Board Estimate 2.png

Style Board Estimate

$47.00