Stop Wondering Where Your Money Went.

The Profit First Cash Clarity System shows you where every dollar goes—so you can keep more profit, pay yourself, and scale with confidence.

Profit First Cash Clarity Program

Transform your cash flow, pay yourself first, and take control of your finances. Built for any small business under $25 million in revenue.

How It Works Plans & Pricing
See how it works
Implementation Roadmap

Build Clarity. Run Profit First with Confidence.

A guided path to a simple weekly rhythm, clear decisions, and a permanently profitable system.

1

Cash Flow Diagnostic

We review every inflow and outflow, spot leaks, and set the foundation for your Profit First plan.

$5,000 Value
2

Account Structure Setup

Create and label Profit First bank accounts and connect them to your system—clean and organized.

$4,000 Value
3

Custom Allocation Targets

Clear percentages for Owner’s Pay, Profit, Taxes, and OPEX—tailored to your model and goals.

$4,000 Value
4

12-Week Cash-Flow Forecast

A forward-looking plan that removes surprises and supports confident growth decisions.

$6,000 Value
5

Financial Reporting Alignment

Readable, decision-first reports—no CPA dictionary required.

$5,000 Value
6

Owner Pay & Profit Plan

A simple plan to fund owner’s pay consistently and set quarterly profit distributions.

$4,000 Value
7

Team Training & SOPs

Clear checklists and training so allocations and reconciliations run smoothly.

$3,000 Value
8

Guided Allocations (First 90 Days)

We run the initial cycles together so your team is confident and the rhythm sticks.

$6,000 Value
9

Historical Cleanup & System Setup

Accounting cleanup and new system setup — DFY: up to 6 months. DWY: 3 months.

$5,000 Value
One-Time Setup
Total Implementation Value: $42,000+
This roadmap reflects the one-time implementation deliverables only. It does not include ongoing accounting/bookkeeping support. (DFY cleanup up to 6 months; DWY cleanup 3 months.)

Predictable Profit. Clear Next Steps.

Three ways to work with Triumph—Builder (DIY foundations), Navigator (guided coaching), or Partner (full CFO-level). Outcome-driven support to get you paying yourself first.

90-Day “Do the Work” Guarantee

Annual Members Only • No Risk • All Reward • Backed by Profit First Cash Clarity

For annual members: do the work for 90 days. If you’re not seeing progress, we’ll release you from the commitment and keep supporting you through the Collective and one monthly call until you do.

Note: This guarantee does not apply to month-to-month selections.

Choose Your Plan

Frequently Asked Questions

Quick answers about Profit First Cash Clarity, setup, and support.

FAQ

What exactly is included in “Full Setup”?

Flip to see what gets built on day one

Full Setup

Profit First accounts, targets, allocations rhythm, app configuration, statements alignment, and your first allocation cycle so you’re fully live.

FAQ

Do I need a bookkeeper or CPA already?

Short answer: No

We’ll meet you where you are

Bring your current partner or let us align your accounts and processes first—either way the system runs. Tax work remains separate.

FAQ

How fast will I see results?

Most feel clarity in 30–60 days

Quick wins, then momentum

Clarity increases immediately after setup. Profit and pay cadence usually take 1–2 allocation cycles to feel second nature.

FAQ

Can I switch plans later?

Absolutely—scale up or down

Flexible by design

Move between DIY, DWY, and DFY as your needs change. We’ll keep your rhythm intact during any transition.

FAQ

What if I already use Profit First?

We’ll audit and optimize

Tune-up included

We keep what works, fix what doesn’t, and layer in forecasting and reporting so you can trust the numbers weekly.

FAQ

Does this replace my accountant?

No—this complements tax work

Different jobs, better together

We’re the cash-flow system and operating rhythm. Your CPA handles taxes. Many clients invite both to monthly reviews.

FAQ

How do payments work—monthly, quarterly, or annual?

We show full annual; choose terms later

Simple options

Pricing is displayed annually (12× monthly). At signup we’ll confirm pay-in-full, quarterly, or monthly—whatever serves cash flow.

FAQ

What’s the 90-Day Guarantee exactly?

Short version—no risk

Do the work, feel the gains

If you complete the actions and don’t feel progress, we’ll void the remaining commitment and continue support via the Collective + one monthly call for up to 3 months.

FAQ

Is my financial data secure?

Yes—bank-level controls

Security & privacy

We use SOC-2 grade platforms with role-based access, MFA, and encrypted connections. You retain control of accounts and permissions.

Complimentary Consultation

Not sure which plan fits best? Talk to us.

In 15–20 minutes we’ll map your goals, recommend the right plan, and outline next steps—no pressure, no obligations.

★★★★★ 100+ owners guided Profit First–aligned approach Avg. clarity in 30–60 days

Get In Touch

Let’s Start with a Real Conversation

No pressure. No pitch. Just real insight into what’s working, what’s not, and how you can move forward with clarity and confidence. Whether you’re ready now or just exploring, we’re here to help.

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