Ready to Increase Your Profits and Maximize Your Wealth Building Potential?

Being a Business Owner is Hard

Are you tired of...
  • Inconsistent cash flow and financial stress?
  • Making decisions without clear financial data?
  • Struggling to balance business profitability with personal wealth?
  • Lacking a clear Financial strategy for long-term Growth?

It Doesn't have to be so hard!

You can have:
  • Consistent profit, regardless of market conditions
  • Clear, data-driven financial decision-making
  • A robust strategy aligning business and personal wealth goals
  • Simplified financial management
  • Confidence in navigating financial challenges and seizing opportunities
What if you could do these tasks
  • Develop a personalized financial strategy that aligns business and personal goals
  • Implement the Profit First methodology tailored to your business
  • Leverage your human nature to craft analytics that don’t require you to change who you are
  • Create efficient systems for ongoing financial management and monitoring
  • Build a community of guidance to navigate complex financial decisions
  • Continuously optimize financial structures for sustainable growth

but how do you get there???

Would these help along the way?

  • Access to case studies and success stories from businesses similar to yours
  • Personalized assessment showing your business's untapped potential
  • Step-by-step implementation plan tailored to your specific situation
  • Ongoing support and accountability from the network
  • Measurable milestones to track progress and build confidence
  • Exposure to a successful business owners (and their business advisers) who have achieved similar goals
For You:
  • Financial security and peace of mind
  • More time to focus on strategic business growth
  • Ability to achieve personal financial goals through your business
  • Increased confidence in your financial decision-making abilities

For Your Business:
  • Sustainable profitability and financial stability
  • Enhanced ability to weather economic uncertainties
  • Improved valuation and attractiveness to investors or buyers
  • Capacity for strategic growth and expansion

For the World:
  • Contribution to a more stable and thriving economy
  • Creation of more job opportunities through business growth
  • Inspiration for other business owners to adopt responsible financial practices
  • Potential for increased charitable contributions and community support

what's at stake???

What's Included in the Profit Planning Network?

Strategic Consultations

7 private sessions to map out and take action toward your goals.

Online tools you can access anytime and we'll bring our exclusive Profit First Professionals toolbox
See examples here.

Suite of Professional Tools

Networking Opportunities

 Tailored strategies to meet YOUR business and personal wealth GOALS.

Quarterly virtual, facilitated roundtable discussions.
AND

Annual in-person Freedom Retreat (tentatively scheduled for August 2025 in Cincinnati, OH)!

$3,000 value

$10,000+ value

$20,000+ value

Plus, we'll do your bookkeeping for 2025!

$12,000 value

Here's a Partial List
  • Financial Snapshot Dashboard
  • Monthly Operating Expense Analyzer
  • Strategic Priority Matrix
  • Efficient Financial Management Guide
  • Long-term Vision Planner
  • AMpT Strategy Map
  • Profit Trajectory Report
  • Advanced Cash Flow Mapping
  • Customized Financial Strategy Modeling

Our Guarantee

If you have a USA-based business generating $400,000 or more annually and are seeking to enhance your financial health by being open and committed to working with a trusted professional, and
if you engage actively in our program by attending one-on-one consultations, completing assignments, and allowing insights into your business finances,
then you will see an increase in your take-home pay by at least 10% by December 31, 2025, start seeing a 1% increase in January 2025, and create additional wealth outside your business,
or else we'll provide another year of bookkeeping services at no extra cost, or cover the services of another professional like us.

To be part of the Profit Planning Network, you must apply and be accepted. We are only accepting 20 maximum into the program for 2025.

Apply now!

What are the "Suite of Professional Tools"???