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 all our coaching programs. 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. Upon completion of the assessment, we have three coaching options:

The Gold Package provides our highest level of coaching engagement and support. We work together, in person, over the course of a full day to implement Profit First into your business. This is followed up with bi-weekly accountability and coaching calls, designed to keep you on track and up to speed as quickly and efficiently as possible. The Quarterly Review is where we review progress and make adjustments to your profit plan as needed. We will also perform a full Profit First assessment annually and set goals for the upcoming business year.

The Silver Package is our most popular coaching package. Monthly videoconference calls keep you following your profit plan, and Quarterly Reviews is where we assess progress and adjust. At the end of the year we create a plan and set new targets for next year.

The Bronze Package is best suited for clients who have been coaching with us and implemented Profit First into their business for a year or more.

Coaching Packages and Services

Services

Gold

Silver

Bronze

Phone Support

Unlimited

Up to 30 minutes/mo

N/A

Email Support

24-Hour Response

48-Hour Response

72-Hour Response

Profit First Book

Hard Copy

PDF of 2 Core Chapters

PDF of 2 Core Chapters

Unlimited Profit First U Access

X

X

X

Profit First Assessment

X

X

X

Full Profitability Report

X

X

X

Fit For Profit OS

X

X

X

Expense Analysis

X

X


Strategic Session

Quarterly

Quarterly

Quarterly

Accountability Calls

Bi-Weekly

Monthly


Annual Review

X

X


Full Annual Assessment

X



Annual On-Site Consultation

X





More about the Fit For Profit Assessment

The Fit For Profit Assessment is the starting point for all our coaching programs. 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 to 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

The Fit For Profit Assessment is available as a stand alone option. Click Here to setup a call to discuss.

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