Profit First Guide + Templates
Profit First Guide + Templates
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.
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.
