Quarterly Profit First and Tax Strategy

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Quarterly Profit First and Tax Strategy

Quarterly Profit First and Tax Strategy will help you shift your mindset to think differently about your revenue and expenses. Breaking down annual cash flow into four three-month segments will help you track your finances and better plan for future costs.

Whether you’re new to handling a business’ finances or want to take a deeper dive into marketing, we offer various services to boost your business and even increase profits. Our strategies and proven systems will set you up for success. Our quarterly program outlines financial insights using formulas tailored to your business. We use Profit First and walk you through how to implement the strategy. We also help calculate quarterly tax payments to keep you compliant as an entrepreneur. There are two benefits to using our quarterly program:

  • Business Specific Strategies - The quarterly program is business-specific and helps you understand how your business is doing with three-month financial insights. Since we tailor the plan to your needs, you’ll have a clearer picture of your financial goals. You’ll see where your business stands, where it’s heading, and how you can manipulate expenses to maximize profit.
  • Accountability - A quarterly strategy also helps you stay accountable to implement the Profit First program (more on that below) and stay IRS-compliant with quarterly tax payments.

Profit First

Our mission is to help small businesses maximize their profits, and we believe the Profit First system aligns with our mission and values. As Profit First Professionals, we incorporate innovation as an essential part of a business’ finances and give you step-by-step instructions on using the system.

It’s important to start using Profit First the right way, so we walk you through every step and show you how to find areas for improvement. There are vital parts and sometimes confusing aspects to the system, but we will help you understand every aspect.

The Profit First system will help you create a sustainable profit, ultimately leading to future success.

What is Profit First?

Profit First Professionals are an association of financial professionals, including bookkeepers, coaches, and accountants that focus on business profitability. Profit First is a profit-determining formula that accounts for human behaviors. The formula takes various expenditures into account and helps you identify areas where you could spend less money.

Profit First also does all the bookkeeping for you. Perhaps the most challenging financial aspect of owning a business is managing and interpreting various forms, including balance sheets, cash flows, and income statements. Profit First helps you interpret and analyze every number by splitting them into several different accounts:

  • Expenses
  • Taxes
  • Owner’s Pay
  • Profit

Looking at each number separately helps you better understand where your money is coming from and where it’s going, ultimately leading to better business decisions. And you won’t be alone in analyzing these statements, either. We will help you understand what each line means and successfully understand the Profit First system.

How Profit First Helps Your Business

As a business owner, you want to do everything you can to maximize profit. With Profit First, you will do just that while learning how to analyze financial statements and controlling expenses.

Profit First works efficiently with our quarterly program. With separate accounts, you can easily see where you need to spend money. Allocations for each account listed above are updated each quarter to help you stay on top of IRS tax payments and other bills.

Tax Advice

If you’ve ever tried to do taxes on your own, you know how wary of a process it can be. As a small business owner, you must pay quarterly taxes to the state and federal government based on projected revenue. The forms and number-crunching can be daunting, but we are here to help alleviate quarterly tax stress.

Stay Compliant

Using our quarterly program and Profit First system, we’ll help you calculate the actual estimated quarterly payments owed. With our formula, you’ll avoid paying too much while staying compliant with IRS regulations.

Identify Ways to Save

If you’re over-paying taxes, there’s a potential you can save money. We’ll help you identify the correct quarterly payments and find even more ways for you to save on taxes.

Benefits of Using the Quarterly Profit First and Tax Strategy Service

Owning a business should be exciting, and we want to help you create the best experience for yourself. Our services listed above and additional product offerings provide various benefits to you and your business.

Improve Through Saving

Cutting expenses will inherently improve your business. Not only will your profit margin be higher, but you’ll have more money should you choose to spend it on additional employees or other services to enhance your business.

Experience Real Profit

Our services, especially the Profit First system, will increase your business’ profit and value. You’ll see real cash flow coming in while you identify areas to save or cut costs.

Eliminate Year-End Tax Surprises

Our estimated quarterly tax payments calculate your actual estimated profit. Avoid overpaying, and avoid paying too little. You’ll cut down tax payments and avoid any end-of-year surprises in owed taxes.


Struggling to manage your business's cash flow and put Profit First? Schedule your Free Profit Maximizer Session