Coaching Packages

Profit not an event it's a habitProfit First Business Evaluation Report:  (fee - if not going to be a monthly client)

A one-time assessment completed on your business to determine profitability and to generate a strategy for reaching the company’s profitability targets based on revenue.

Bronze Monthly Coaching Package: 

  • Free copy of the best selling book "Profit First" to help you understand all of the concepts and logic of Profit First
  • Initial Kick-off ECROP meeting, based off of the Profit First Business Evaluation Report, 1 hour
  • Debt Reduction -> Elimination plan (if needed)
  • Monthly Strategy Meeting
  • Limited phone and email access to your dedicated coach, anticipated response time 5 days or less

Silver Monthly Coaching Package:

Bronze Package plus:     

  • Unlimited access to Profit First Quick Start Rocket Launch video series
  • Two Week Check-In Meeting (after initial Kick-Off Meeting)
  • Quarterly Meeting/Financial Review call
  • Limited phone and email access to your dedicated coach, anticipated response time 3 days or less

 

Gold Monthly Coaching Package

Silver Package plus:

  • Updated Monthly Reporting Package
  • Income targeting
  • Goal Setting
  • Three year financial forecast
  • Up to 4 financial scenarios
  • Calendar reminders sent for Profit Allocations
  • Year End Review Meeting
  • Unlimited phone and email access to your dedicated coach, anticipated response time next business day or less

If you'd like more information about our Profit First consulting please complete this form to setup a free consultation.