Feel financially in control again

We get it – managing your finances can be a bit of a headache, especially when you're busy running a business, no matter how big or small. But hey, don't worry! We've got your back with a bunch of free resources to help you tackle those financial challenges and regain control of your money.

Good financial management is a crucial aspect of running any business, regardless of its scale or industry. Whether you're a startup entrepreneur, a small business owner, or part of a larger organisation, understanding and effectively managing your finances is vital for sustainable success. However, limited budgets, unexpected expenses, cash flow issues, and complex financial jargon can make this task daunting for many business owners.

Our resources aim to be your go-to for navigating your numbers and all things Profit First.

Get your FREE Profit Planning Resources



Learn how to achieve your personal and business money goals, and the secret to creating profit every single month.


End of Financial Year Checklist

Download this handy and easy to use End of Financial Year checklist for your business and never forget another must-do to be organised and prepared for tax time. Let go of the stress. You’ve got tax time covered!


Profit First in 7 Simple Steps   

Use this PDF to understand Profit First in Seven Simple Steps. Are your percentage allocations going to help you become profitable quickly? We’ve included tables to show you how to make adjustments where need.


Preparing For Profit First

Get your business ready for Profit First, even if you haven’t read the book. We look at your expenses, your pricing, your goals and more. After completing this worksheet you will be ready to implement Profit First either by yourself or with a Profit First Professional.


Profit First - Two Chapters for Free   

Profit First is the world-renowned money management methodology that has helped thousands of businesses become profitable. Will you join them? Download the first two chapters of the book for free.


Profit First Overview

Use this PDF to get across the money management methodology, fast! We also provide a detailed breakdown of the steps you need to take to set up your bank accounts and nurture your mindset for permanent profitability.


How do I set up my bank accounts for Profit First? 

Understand what accounts to open and what type of account I suggest. This handy diagram makes understanding your profit distributions easy!


Australian Business Bank Accounts
with Low or No Fees 

Are you looking for our recommended bank accounts with low or no fees? Download this handy cheat sheet.