Coaching Packages

Start learning how to:

  • Pay yourself FIRST!
  • Have enough $ to pay the taxes
  • Don’t worry about meeting payroll
  • Pay down debt
  • Fix cash flow
  • Improved clarity & focus
  • Achieve profitable growth
  • Strategy meetings and support
  • Accountability partner

Profit Piggy Bank Schaumburg, Hoffman Estates, and Elgin, IL

Profit First Business Evaluation Report:

Included in all packages.  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.

Gold Monthly Coaching Package:

Silver Package plus:

  • Updated Monthly Reporting Package
  • Income targeting
  • Goal Setting
  • Three year financial forecast
  • Up to 3 financial scenarios
  • Strategy Meetings:  9 more than Silver
  • Calendar reminders sent for Profit Allocations
  • Unlimited phone and email access to your dedicated coach, anticipated response time next business day or less
Silver Monthly Coaching Package:   

Bronze Package plus: 

  • Unlimited access to Profit First Quick Start Rocket Launch video series
  • Strategy Meetings:  7 more than Bronze
  • Limited phone and email access to your dedicated coach, anticipated response time 3 days or less
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
  • Access to your own private Trello Board with resources (additional vs Quick Start Plan) and implementation plan.
  • Debt Reduction -> Elimination plan (if needed)
  • Strategy Meetings: 11
  • Year End Review Meeting
  • Limited phone and email access to your dedicated coach, anticipated response time 5 days or less
3 Month Quick Start Program
  • 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
  • Access to your own private Trello Board with (limited) resources and implementation plan.
  • Strategy Meetings: 6
  • Limited phone and email access to your dedicated coach, anticipated response time 7 days or less
Profit First Coaching Packages
Comparison Chart

Sessions:
H: 1 hour session
M: 30 minute session
Q: 30 minute quarterly session
YE: 1 hour year end session

Payment Options:

IF: In Full at time of contract
3P: 3 consecutive monthly payments – 1st due at signing
MP: Monthly payments – 2 payments due at signing and 10 more consecutive payments
All 3P & MP payments to be made by recurring ACH