Which plan is right for me?
Great question. The answer is…it depends. It depends on the size and scope of your business and depends on how fast you want to implement a profit blueprint into your business and the amount of “hand holding” you need and want. The best place to start is to schedule a FREE Discovery Call with me so we can conduct a Profit Assessment. From there, we can get you started at the right level and ensure your ultimate success.
Do I need an accountant or bookkeeper on staff?
If you do already have someone on your team running the finances full-time that is wonderful. I will gladly work alongside them to help simplify their critical role and, if needed, I can help implement new software/technology into your company for processes like payroll, accounts payable/receivable, etc.
However, I do work with a lot of companies that do not have a full-time accountant or bookkeeper on staff. Many times, it’s a spouse or close friend/relative doing the books “on the side” and my framework will definitely help you simplify your processes even more.
My business already generates a lot of revenue…am I a fit for Profit First?
Absolutely. Many times we find that companies that generate medium to high levels of revenue are actually the ones with the most “holes” in their boat. Thus, they are not capturing as much profit as they think and, therefore, get frustrated when they can’t grow at the rate they desire, save more for retirement, or even take more time away from the business.