Profit First Workshop: Turn Revenue into Real Profit

Description

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
We’re excited to welcome Hoops Pizzeria of Pittsboro, NC, as our "Power Lunch" catering sponsor for this event!

Known for combining sustainable practices with premium, locally sourced ingredients, Hoops Pizzeria crafts delicious, handcrafted pizzas that deliver on both flavor and environmental responsibility. Their solar-powered kitchen and commitment to quality make them a standout in our local food scene.

Learn more about the presenters:

Julie Smith
A pragmatic strategist with a knack for turning complex financial ideas into clear action plans, Julie helps business owners build systems they’ll actually use. She brings years of advisory experience guiding teams through cash-management change with calm, clarity, and measurable outcomes.

Rachelle Bailey
An operations-focused advisor who loves process and sustainability, Rachelle specializes in translating financial priorities into daily habits. She’s known for building practical workflows that make Profit First stick—without adding busywork.

Bryce Smith
A numbers-first problem-solver, Bryce focuses on cash flow visibility, KPIs, and decision-ready reporting. His superpower is helping leaders see exactly where the money goes—and how to redirect it toward profit.