What Profit First actually is
Most businesses have the formula backwards. The old way leaves you hoping something's left over for you, and usually nothing is. Profit First flips it so your profit comes first, by design.
Why it matters for businesses like yours
You're doing $100K–$3M. The revenue's there, but somehow there's never quite enough, you're paying everyone but yourself and wondering when “profitable” will actually feel profitable. That's not a you problem. It's a system problem, and exact sign.
Why Sidekick
Plenty of owners buy the book, set up a few accounts, and watch the system fall apart when life gets loud. The difference between knowing about Profit First and running on it is having a certified Profit First Professional and certified in Fix This Next in your corner to set it up right and keep you on track.
Sales - Expenses - Profit
Sales - Profit = Expenses
Take profit first, run the business on what remains.
Our Signature Profit First Implementation
Profit Flow Mastery
Clarity. Strategy. Profit on purpose.
1
Discover
Get clear on your goals, numbers, and what's been holding you back.
2
Diagnose
Dig into cash flow, find the profit leaks, spot the opportunities.
3
Design
Build your custom ProfitFlow Plan and set your Target Allocation Percentages (TAPs).
4
Implement
Set up Profit First and work it, shifting Current Allocation Percentages (CAPs) toward your targets at a pace your business can handle.
5
Optimize
Track, refine, scale, and address the Profit Points in your business.
Profit Points is our framework for pinpointing the single most important thing to fix next, built on Mike Michalowicz's proven Fix This Next methodology, which Megan is certified in. You'll always know your most valuable move.
✓ The Profit First framework, customized for you
✓ Clear cash flow and profit visibility
✓ Strategic guidance that drives real results
✓ The confidence to make smarter decisions
✓ A plan that grows right along with your goals
For business owners making $100K - $3M who are ready to stop guessing and start profiting.
Want it bundled with bookkeeping & taxes? See the Accelerated Growth & Ultimate Sidekick packages
Not ready for the full build? Start here.
The Profit Accelerator 60 days to clarity. A focused 60-day strategy engagement: four 1:1 virtual sessions with a Certified Profit First Professional to find your biggest profit opportunities and build a roadmap, no long-term commitment.
✓ Four 1:1 virtual strategy sessions
✓ Your biggest profit opportunities, identified
✓ A roadmap aligned to your long-term goals
✓ Foundational Profit First systems in place
✓ Unlimited email support between sessions
Limited time: $500 (typically $1,000)
“Their expertise in Profit First accounting, combined with their personalized approach, has truly transformed our business for the better. If you're looking to maximize your profits, Sidekick is undoubtedly the partner you need by your (ahem) side.”
- Jamie Andrzejewski