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:
\nOwners\, 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
\n$20 Non-Chamber Members

Click here to register!