This package is comprehensive in training you to set up your business and bookkeeping correctly.

it allows you the greatest success as you embark with your new company.

Request more information on how to launch your business with “PROFITS FIRST”.


  • Establish a Quickbooks Online account
  • Link all bank accounts and credit cards to QBO
  • Establish a customized Chart of Accounts
  • Profit First overview and set up
  • Strategic decision planning

Month 2

  • Basic bookkeeping – Establish processes and procedures
  • Review revenue and capturing of income
  • Review bills, invoicing, and AP aging
  • Reconciliations
  • Running Reports
  • Pain points and pitfalls

Month 3

  • Profit First Business health check
  • Operating Expenses: Fixed vs Variable
  • Set up accounts with an understanding of the purpose
  • Cost of Goods vs. Supplies & Material
  • Establish a calculator for Transfers
  • Forecasting
  • Goal-setting processes for achieving

Month 4

  • Business Overview and Progress Forward
    • Vission – Purpose – Values – Immutable Laws
  • Top Clients
  • Unique Offering
  • Systemization

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