Income Statement Spreadsheet
Sometimes owners just need a place to start. If this is you, here's a quick spreadsheet that will help you track your business expenses.
Profit First Core Chapters
Want to see what the book is all about? Here are the core chapters for free! As you go through it, if you have any questions please email or call me.
Profit First Friendly Banks
Curious if your bank is already familiar with the Profit First Methodology? Or are you looking for a new banking partner? Here's a quick list that provides a regional breakdown of Profit First Friendly Banks.
While we're always looking for ways to save on taxes, tracking your mileage can help! Plus it allows you to see how much you're spending in travel to make better decisions in the future. Why not have it automated through an app that's always running in the background without running down your battery? Get 40 drives per month free or only $59.99/year (totally worth it!). GET STARTED
OFFICIAL PROFIT FIRST BANK! Relay is banking designed for growing businesses and their advisors (us). It auto-syncs your banking data with QuickBooks Online or Xero, helps you manage cash flow, automate payables, and manage spending across categories or teams. This ensures we have the data we need to help you manage your business. CREATE YOUR ACCOUNT
Your all-in-one tools for business with S2S Marketing Lab Agency! This includes email/sms marketing, sales funnels, website builder, call tracking, sales & forms, scheduler, CRM & pipeline management, tracking & analytics, courses/product, reputation management, and much more including support. GET STARTED
We help business owners get their restriction-free, COVID-relief rebates. The Employee Retention Tax Credit (ERC) includes funds to help business owners who kept W-2 employees on their payroll during 2020 (Q2–Q4) and 2021 (Q1–Q3). SEE IF YOU QUALIFY
A cleaner inbox is just a click away! Unroll.me gives you the tools to manage a cluttered mailbox full of pesky subscription emails. This is a free service that helps you save time going through the emails that come through your inbox and we use for all of our emails. SIGN UP FOR FREE
Xero is our preferred accounting software. Not only is it more user-friendly for the non-accounting business owner, but as a Certified Advisor we have access to promo codes to help you save money. Let us know if you need help determining which plan is best for you. WHY XERO
Looking for a budgeting tool? Try YNAB (You Need A Budget) - you'll receive a 34-day free trial, AND by clicking below you'll receive an additional month FREE when you purchase a plan (monthly/annually). START YOUR FREE TRIAL
What Is a Profit Strategist? Who is Coaching For?
Most business owners don't know what they don't know - unless it's what you do. When you need help with marketing, you hire a marketing specialist, and for sales, a sales coach. So why not a profit strategist to help with maximizing profit in your business? In business you hire or outsource to those that are the experts so that you can focus on doing what you love in helping your clients. Well, we are the cash flow experts! Coaching is to help you understand your numbers, make sure you have a financial foundation in place to grow and scale your business, and ultimately utilize the profits to build wealth for you and your family. We work with you to put systems in place to help you reach your business (and personal) financial goals.
Contact us with any questions at