We Show You How To Keep the Most of Every Dollar You Earn from Every Sale You Make
Fit For Profit utilizes the revolutionary Profit First method of cash management. Our team is trained and certified by the Profit First Professionals organization to guide business owners and entrepreneurs in maximizing their profits.You should expect a business coach to have direct experience in navigating the challenges you're facing in your business. But how many coaches also drive your profitability as you surmount these challenges? That's what we do. We are a Profit First certified firm.
What Our Clients Say
I was in a seriously dire financial situation a few years ago. Even though I was slowly working my way out of debt, it seemed like it was going to take forever. I didn't have a truly structured/organized system to manage my personal and professional finances.
I realized the Fit For Profit difference when I had a back tax bill due and was able to pay a large chunk of it based on what I had saved in just a few months. That probably wouldn't have happened without the disciplined approach of Profit First.
Mark Greenwood - Ultimate Wellness
Before Fit For Profit, I didn't know what our appropriate savings and expenses should be. It felt like I was trying to solve a problem but I didn't have an answer or an idea of what it looked like to not have that problem. Now we have goals that we are working toward, and feel more secure having guidelines.
When we paid out our Q2 profit sharing I got it. My business should be something that gives back and not just takes away.
Anthony Dix - Fitness Lying Down
What Fit For Profit did for us really hit me about 9 months in. I met with my tax accountant and she was blown away with how "healthy" of a business both locations were.
Each quarter we were paying ourselves more, spending less and less on "crap" and always had more money than needed for taxes. The look on her face when she did a comparison in Quickbooks was the moment I really knew that our business was financially sustainable!
Trevor Warnke - Game Changing Performance
Meet The Team
Shannon Simmons - Owner and Advisor
Shannon has been consulting with small businesses for more than 10 years. After 2 years in public accounting she saw a need to work for small business owners to teach them how to grow financially healthy businesses. She has built on her Master of Accountancy degree from Manchester University by becoming a Certified Profit First Professional and a Certified QuickBooks ProAdvisor. When she’s not meeting with entrepreneurs or assessing their businesses she enjoys time with her husband and 2 children serving in their community, playing and watching sports, marveling at nature or reading a good book.
Dean Carlson - Advisor
Dean has earned local and national acclaim for building companies that excel at their core functions and achieving high business performance. Under his leadership he and his team earned over fifteen awards for fitness coaching excellence. In 2016 he was recognized as the High Performance Business of the Year, and in 2018 earned a MindBODY Visionary Award. He is a speaker on entrepreneurial topics, with a focus on helping small business owners become more profitable and earn both the money and peace of mind they deserve.
Eric Johnson - Advisor
Eric started a tax practice in 2012, and became an Enrolled Agent in 2015. As a licensed tax practitioner and tax debt resolution specialist, he noticed a trend where business owners were losing their businesses because of tax issues, he became passionate about teaching and coaching business owners on practical ways to avoid IRS problems and grow their business. He still supports the business community by teaching for local and national non-profits and trade organizations. He is happily married to his wife, Nicole, for 8 years. They have 2 dogs (Mellie and Brutis). They are active Toastmaster members.
Shana Brown - Accounting Team Captain
Shana has a wide range of accounting experience, having worked in everything from manufacturing and self-storage to hospitality, amusement parks, and video gaming. (How fun!) She holds a master's in business administration with seven years of experience and is looking forward to helping to guide you to business and Profit First success!
Amy Esslinger - Bookkeeper
Amy graduated in May of 2013 with an Associates degree in Accounting from Ivy Tech Community College. It was during that time that she additionally acquired specialized certificates in Accounting, Bookkeeping and Payroll. She has been married for 18 years to her husband, Aaron; together they have 3 vibrant boys: Alex, Ayden and Austin. During her free time, Amy and her family enjoy attending Avalon Missionary Church, and cheering on their boys who are actively involved in Boy Scouts.
Patrice Lepf - Bookkeeper
Patrice discovered her enthusiasm for accounting while working 8 years in retail lower management roles. She thoroughly enjoyed interacting with customers, but found she really enjoyed the financial side, so she decided to pursue an AA degree in Specialized Accounting at Empire College in Santa Rosa, CA. Since graduating, Patrice has worked for a manufacturing company and for a school district as an Accounts Payable Clerk. She became a new mom in November 2019. During her free time she enjoys spending time with her family, hiking, making jewelry, crocheting, and reading.
Emily Jackson - Administrative Assistant
Emily worked in customer service for a major cell phone retailer for 12 years before joining Fit For Profit. During her time at this job she strived to grow her organizational and communication skills to use in and out of the workplace. She led many team projects that include collaboration to help workflows become more streamlined and efficient. Emily has been married to her husband, Dustin for 4 years and they enjoy spending time watching movies and taking walks with their 3 kids.
Carrie Lopez - Bookkeeper
Carrie’s first job was an office assistant turned bookkeeper for a family limousine service. There she learned quickly of her love for organization and numbers. Carrie last worked for a restaurant franchise with responsibilities ranging from hands on management to human resources, payroll, and accounts payable functions for the entire organization. There she met Jose whom she married and has been with for 12 years. Together they have two daughters, Isabela and Avilia. During her free time Carrie is either on the softball fields cheering for her family or home cooking and entertaining family and friends.
Daisha Capers - Bookkeeper
Daisha worked as an ESL teacher for 5 years before joining Fit For Profit. Although she enjoyed the connection she has made with her students, she found more enjoyment while working part-time as an administrative assistant for a small business. During her administrative role, Daisha’s responsibilities included scheduling appointments, customer outreach, and bookkeeping. Outside of work, Daisha enjoys beach trips, traveling, and diy projects.
Faith Foster - Bookkeeper
Faith discovered her passion for Accounting while working as an AR Specialist for 3 years. She loved working with numbers and interacting with her colleagues and customers. Since working in the Finance industry she has decided to pursue her Bachelor's degree in Accounting. In her spare time she enjoys spending time with family and friends, and her fur babies!
Kaylyn Moehrig - Bookkeeper
Kaylyn is a Texas A&M graduate with a Bachelors of Science in Health and a Bachelors of Science in Nursing. She is a Registered Nurse, specializing in the Operating Room, and has training in administration, lean process, and supply chain management. She is a fitness instructor and past General Manager for a county-wide stroller based fitness franchise. Kaylyn is married to her high school sweetheart, Jacob, and have 3 beautiful, fun-loving boys (Kade, Kallan and Karter).
Mike Michalowicz - Advisor & Lead Profit First Strategist
Mike is the entrepreneur behind three multimillion dollar companies and is the author of Profit First, The Pumpkin Plan and what Business Week deemed the entrepreneurs cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method. Mike is an active adviser on Profit First to our firm.
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