Financial Strategy

Revenue Isn't the Problem. Visibility Is.

Profit doesn't just happen later

You're making money — but where is it going?

The business is growing, but cash flow feels unpredictable.

You're paying everyone but yourself, and every "profitable" quarter still ends with you moving money around to make things work.

We help founder-led companies build financial systems that protect profit from day one, using the Profit First methodology and other cash-flow tools designed for simplicity, clarity, and long-term sustainability.

What Changes When You Build Profit Into the System

What Profit First Implementation Delivers

You know exactly how much to set aside for tax, expenses, and owner pay

You stop scrambling at the end of the month or quarter

You pay yourself regularly

You stop relying on your bank balance to make financial decisions

You build a habit of profit without needing to 'wait until we're bigger'

This isn't bookkeeping. It's a cash management system that aligns your business with how money actually moves.

We Install a Cash Flow System That's Built to Stick

What We Do

Set up multiple bank accounts for Profit First allocations

Analyze your current spending and create a healthy baseline

Create a bi-monthly or monthly allocation rhythm that's easy to maintain

Help you gradually shift toward your ideal profit and pay targets

Build in reporting, reviews, and integration with your EOS scorecard or KPIs

For founders ready to scale with structure

Let's Build the Systems That Match Your Vision

Book an Intro Call