It's Time To Implement A Proven System For Making And Keeping More Of Your Money. It's Time To Get Fit For Profit. 


Here's What We Do And How We Do It.

The Fit For Profit Assessment is the starting point for our work together. It provides a concise, actionable plan designed to immediately and continuously improve the financial health of your company. We use the Profit First method to analyze the financial history of your business, set financial targets, and outline a method to achieve them. There are two phases to the the assessment:
​Assessment Phase 1 - The Profit First Analysis

During The Profit First Analysis our team will review the financial history of your business. This will give us a baseline for the historical financial performance of your business, and will reveal opportunities for us to maximize your profit.  This phase includes the following:

  • A 1-2 year historical review of your financial trends (analyze baseline profitability)
  • Categorize historical Profit, Owner Pay, Tax, Operating Expenses
  • Conduct a Profit First assessment to determine TAPs (Target Allocation Percentages)
  • Plan Debt Destruction strategy (if applicable)
  • Create ECROP (Evaluation, Conversion and Roll-Out Plan)
Assessment Phase 2 - Kick-Off Call and ECROP

During this 60 minute call, we review the ECROP created in Phase 1, confirm core account creation, and establish a profit routine to systematically grow your company. This phase includes:

  • Confirm Income and Allocation Accounts are setup with your primary bank and secondary bank
  • Establish CAPs (Current Allocation Percentages)
  • Select allocation rhythm and complete the first allocation of funds
  • Walk-through of allocation calculator
Coaching and Implementation

Once the assessment phases are complete there are two options for Fit For Profit Coaching.

Complete Coaching takes all the guesswork out of creating a “business with biceps”. For a minimum of 12-months we will deep dive into your financials, systems, and operations to ensure you are creating a financially healthy business that is permanently profitable. 

Quarterly Coaching is an option for those who may already be working with another business coach. With this option we have monthly calls to take us through the first quarterly business cycle and set the foundation for permanent profitability. We then move into a quarterly review and adjust cycle. 

Coaching Packages and Services

Complete Coaching

Quarterly Coaching

Fit For Profit Assessment Phases 1 and 2

Fit For Profit Assessment Phases 1 and 2

Unlimited Access to Profit First University Online Learning Platform

Unlimited Access to Profit First University Online Learning Platform

Exclusive Customized “Fit For Profit” Financial Dashboard

Exclusive Customized “Fit For Profit” Financial Dashboard

Complete Expense Analysis

Complete Expense Analysis

Systems and Operations Analysis

X

8 Monthly Business Health “Check-Up” Calls

2 Monthly Business Health “Check-Up” Calls

3 Quarterly Review and Profit Strategy Calls

3 Quarterly Review and Profit Strategy Calls

Year End Profit Review and Annual Goal Planning

X

Response Time: 24 to 48 hours

Response Time: 24 to 48 hours

Unlimited Phone and Email Support

Unlimited Phone and Email Support


More about the Fit For Profit Assessment

Think of the Profit First Assessment as the scale or body fat tester for your business. When a client walked into my gym, we needed to know a starting point; What is her weight? What is his body fat percentage? What are those in comparisons to healthy weight and body fat for a person of that sex, age, and height? Once we had that information (the standard) then we could set realistic goals to meet that standard, and provide the training and nutrition plan over a period of time to get from where they are now to where they want to be. We then would coach them and provide the accountability to reach their goals.

Your business is no different. The Assessment Process tells us the health of your business now and compares it to healthy businesses of the same type and size (the standard). We then create a "fiscal fitness" plan to get you from where you are now to where you need to be, and provide the coaching, support and accountability to help you manage your cash more easily and create greater profitability.

The Fit For Profit Assessment is available as a stand alone option. Click Here to setup a call to find the right option for your business.

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