If your business keeps growing but your profit feels stuck in neutral, Profit First flips the script. In this 1.5-hour, hands-on session, we’ll demystify the Profit First methodology popularized by Mike Michalowicz and show you how to put profit at the front of the line—without starving your operations.

What you’ll learn:

• The core Profit First framework: separate accounts, smart allocations, and a simple cadence that curbs overspending.
• How to set practical target percentages for Profit, Owner’s Pay, Tax, OpEx—and how to adjust them as you grow.
• A “first week” implementation plan you can actually follow, including bank setup, transfers, and review rhythms.
• Common pitfalls (and how to dodge them), plus realistic tweaks for seasonality and cash crunches.

Format:

• Brief overview of the Profit First principles
• Live walkthrough of account structure and allocations
• Interactive exercises to map your current cash flow and set starter targets
• Q&A with Vista Advisor Group partners

Who should attend:
Owners, leaders, and finance-minded managers who want consistent profit, cleaner cash flow, and fewer “where did the money go?” moments.

You’ll leave with:

• A simple account map and starter allocations tailored to your business.
• A 14-day action plan to launch Profit First with minimal disruption.
• A checklist to review allocations monthly and tune for seasonality.
• A one-page scorecard to track profit, owner’s pay, tax, and OpEx—at a glance.

Bring your current 2024 and 2025 YTD P&L. We’ll help you translate them into an executable plan—profit shouldn’t be an accident.

Lunch Provided by Hoops Pizzeria

Free for Chamber Members
$20 Non-Chamber Members

Click here to register!