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The Profit First method has transformed the finances of thousands of small businesses. By flipping the traditional formula on its head. Instead of Revenue – Expenses = Profit, you allocate profit first, then manage your expenses from what's left.
It sounds simple. It is simple. But most business owners never implement it because they don't know where to start. This tracker removes every barrier and gives you a clear, immediately usable system.
WHAT'S INCLUDED:
• Pre-built Profit First allocation spreadsheet
• Guidance on setting your starting percentages
• Monthly income allocation dashboard
• Four-account tracker (profit, owner's pay, tax, operating expenses)
• Step-by-step setup instructions in plain English
WHO IT'S FOR:
Small business owners who want to pay themselves consistently, build a profit habit, and stop feeling like all their revenue disappears into expenses.
The Profit First method has transformed the finances of thousands of small businesses. By flipping the traditional formula on its head. Instead of Revenue – Expenses = Profit, you allocate profit first, then manage your expenses from what's left.
It sounds simple. It is simple. But most business owners never implement it because they don't know where to start. This tracker removes every barrier and gives you a clear, immediately usable system.
WHAT'S INCLUDED:
• Pre-built Profit First allocation spreadsheet
• Guidance on setting your starting percentages
• Monthly income allocation dashboard
• Four-account tracker (profit, owner's pay, tax, operating expenses)
• Step-by-step setup instructions in plain English
WHO IT'S FOR:
Small business owners who want to pay themselves consistently, build a profit habit, and stop feeling like all their revenue disappears into expenses.