Course curriculum

  • 1

    Welcome

    • Welcome - Get started with an introduction to the Profit First method and how this course will guide you step by step toward financial clarity, control, and sustainable profitability in your business.
  • 2

    Module 1 - How to Complete the Instant Assessment

    • Instant Assessment - Learn how to evaluate your current financial position using the Instant Assessment tool. This exercise reveals where your money is really going—and where it should be going.

    • Account Clarification
  • 3

    Module 2 - Create a Plan of Attack

    • Profit First Blueprint

    • Create a Plan of Attack - Use your assessment results to map out a personalised strategy. We’ll guide you in setting clear targets so you can implement changes with purpose and confidence.
  • 4

    Module 3 - Bank Accounts

    • Bank Accounts - Discover the essential Profit First bank account structure. We’ll show you what accounts to set up, why they matter, and how to use them to take control of your cash flow.

    • Bank Accounts Explained

    • Bank Downloads
  • 5

    Module 4 - Determine Distribution Schedule

    • Distribution Schedule - Learn how to time your money movements to maximise impact. You’ll set a schedule that ensures you're regularly allocating funds for profit, owner’s pay, tax, and expenses.

    • Determine Distribution Schedule

    • Allocation Rhythm
  • 6

    Module 5 - Implementation

    • Implementation Overview - Put your plan into action. This module walks you through the practical steps of setting up your systems, making your first allocations, and managing the transition smoothly.

    • Profit & Profit Hold

    • Owners Pay

    • Tax & Tax Hold

    • Expenses Review Spreadsheet

    • Operating Expenses

    • First Distribution

    • Allocation Calculator
  • 7

    Module 6 - Profit Distribution

    • What gets Distributed? - Understand how and when to reward yourself with real profit. We’ll cover how to manage distributions effectively and use them to stay motivated and financially strong.

    • Celebration Time!

    • Debt Snowball
  • 8

    Module 7 - That's A Wrap

    • That's A Wrap - Review what you’ve achieved, celebrate your progress, and look ahead with a sustainable system in place. You’ll leave with the tools to maintain your Profit First system with confidence.