The best coaches are the ones who have played the game themselves. That’s why all Profit First Professionals members are required to implement Profit First in their firms.
This masterclass, led by the same Profit First Professionals Guides (coaches) who work with our association members, will take you through this first step of Profit First certification.
This class is for you if:
- You’re interested in becoming a Profit First Professional, but you don’t yet meet the membership criteria.
- You’re intrigued by how Profit First works, but you don’t fully understand it.
- You’d like some high-level guidance to make your firm more profitable.
In Path to Profit First Professionals, you will:
- Learn how a snapshot assessment can give you more clarity about your cash flow in just a few minutes
- Understand the purpose behind “all those Profit First bank accounts”
- Learn the importance of setting an allocation rhythm
- Run an expense analysis to find cash hiding in plain sight in your business
- Discover how Profit First works with your existing habits and behaviors
- And more!
Path to Profit First Professionals will put your accounting, bookkeeping, or coaching firm on the path to permanent profitability. You will leave the class with a rock-solid cash management system and a plan that will allow you to invest in your firm’s professional development with confidence.
What’s included:
- Three hours of small group instruction, via Zoom
- An hour of live Q&A
- A fillable PDF workbook to guide you on the path to your more profitable firm
- Unlimited email support for one year
What’s NOT included:
- Access to training and tools exclusive to Profit First Professionals members, aside from what is included in this class
- One-to-one coaching
- Certification in Profit First or permission to market or sell Profit First services
FAQs
I’m not an accountant, bookkeeper, or coach, but I want to implement Profit First in my business. Can I attend this class?
This class is for financial services firm owners and their teams who are interested in Profit First Professionals association membership, but we have these two options for business owners!
Profit First App
Find a PFP
Profit First App
Find a PFP
What are the Event Dates?
We host workshop sessions every other month. The next dates are June 19-20, August 14-15, October 16-17, and December 18-19, 2024. Once you register, you will be asked to choose one set of dates to attend.
What time are the sessions?
Sessions run for three (3) hours on each day from 11:00 am EDT – 2:00 pm EDT
Who are the presenters?
What is the refund policy?
There are no refunds. If you are unable to attend the session you originally chose, you will have one full calendar year to reschedule for a date that works better.
I can’t attend the live class; can I watch the recording?
These two training days are very interactive and customized to those in attendance. If you are unable to attend live on the scheduled dates, we encourage that you find another date that works for you in order to get the most out of this opportunity.
How should I prepare for the session?
You can expect that one hour of preparation time is needed. Once you have registered for Two Days to Profitability, you will receive an email with more specific instructions for the upcoming session.
How do I access the training session?
All sessions will be on Zoom and the link will be sent prior to the session.
What technology do I need?
We recommend that you have a headset, a mic, and your favorite computer. We also recommend that you set your phone on DND to be able to focus throughout those IMPACTFUL three hours. This is an interactive experience, and we want to ensure that you’re able to move forward with your profitability, get all your questions answered and engage with the Homes Base team!
How do I get support during the session?
Please email us at support@profitfirstprofessionals.com
