Creating an Annual Financial Action Plan

Creating an Annual Financial Action Plan

If you’re like most of our clients, you’re taking some time in Q4 to look at your financials and set goals for the coming year. Financial fitness doesn’t happen overnight and you can’t think your way into a healthy place. It takes action. And small business financial...
Who is on Your Business Money Team?

Who is on Your Business Money Team?

There can be a lot of confusion around who should be on your business money team and their roles (including your role as the business owner). But without a solid team, you may feel confused about your finances–which is never a good feeling. No matter how long...
How to Manage Tax Season as a Business Owner

How to Manage Tax Season as a Business Owner

One of the best things about Profit First is that the money you need…for payroll, for expenses, for taxes…will always be there because you have a system and you’re using it consistently. And while payroll and expenses are things that come up consistently, month over...