Right GUIDE:
Every member gets a personal Guide who helps you to navigate the trail map to your success.
Right GEAR:
Certification courses and ongoing professional development is the Gear that ensure you reach the summit safely.
Right GROUP:
This Group of forward-thinking, positive PFPs are there to offer encouragement and support all along the way.
Who should become a Fractional CFO with Profit First Professionals?
Accounting Firms
Bookkeeping Firms
Coaching Firms
Apply to become a Profit First Professionals Fractional CFO firm if you have:
- A love of the Profit First concepts and strategies and the desire to implement these into your clients’ businesses. (If not, we suggest you start with reading the book. Get yours here.)
- An established bookkeeping, accounting, or business coaching firm (with an existing client base and operational) for at least one year
- A desire to increase CAS in your business guiding both you and your clients to peace and profitability
- A passion for providing quality services that support your clients’ financial goals and growth
What Profit First Professionals membership is NOT:
- Academic-only certification course to add to your collection of credentials
- Training for newbie bookkeepers, accountants, or coaching practitioners
- Lead generation service where you pay for leads that blindly come from the internet
- Work-from-home startup business opportunity
Choose the level that matches your goals
Designer – Design your business with freedom and independence in mind
Master Builder – Master your sales skills, streamline your systems and scale your team
Builder – Learn to implement Profit First in your business and for your clients to increase profitability the right way.
Designer*
Master Builder
Builder
**Additional firm members may be added for an additional investment
WHAT YOU GET WITH MEMBERSHIP:
- PFP Certification Badge to prove you are an AUTHORIZED and Certified Profit First Professional Fractional CFO.
- Access to our live events, including the famed ProfitCON.
- Acceptance into a select group of elite firms.
- Access to Mike’s newest teachings.
- Ongoing professional development to enhance your skills and to grow your practice.
- Community. You are not alone. We are doing this together
Frequently Asked Questions
Why become a Profit First Professional?
Because it turns your accounting, bookkeeping, or coaching practice into a growth engine – both for your clients and for you.
What are the main benefits?
You’ll attract higher-value clients, differentiate your services, create recurring advisory revenue, and build a more stable, profitable firm.
Is certification required?
Yes. Certification ensures every member is trained to deliver Profit First correctly and confidently, with full support from our Guide team.
What support do members receive?
From onboarding to marketing guidance and client implementation tools, every member gets a clear path and ongoing mentorship. Members also get a community of peers to provide support and camaraderie. Find out if you’re a good fit.
Meet Your Fellow PFPs
In the first year as a Profit First Mastery Member, Danielle generated $350,000 in revenue from Profit First referrals and established herself as an expert.
…now it’s your turn!
Being PFPs gave Innate Potential Group the tools they needed to capture the attention of their audience and communicate in a way that inspired them to take action for a healthy financial future.
…now it’s your turn!
In just 2 quarters, 5 of Mark’s 11 active clients had achieved over $1M in net profits. As a PFP, Mark’s firm was able to increase their fees over 60% plus a percentage of profit.
…now it’s your turn!
In just a year with Profit First Professionals, Donna doubled her average client rate from $300 to over $600 per month and saved $40,000 through the 1% challenge. The Profit First community provided the support and training she needed, transforming her business and boosting her confidence.
…now it’s your turn!
After joining Profit First Professionals, Bill’s revenue jumped by $130,000 in the first year and continues to grow by $50,000 annually. The direct support from the Profit First team has been crucial in overcoming obstacles and achieving sustained growth.
…now it’s your turn!
Implementing Profit First transformed Barb’s business, significantly boosting profitability. dental clients see similar results within weeks. Barb values the supportive Profit First community, which has been key to her success and the success of her clients.
…now it’s your turn!