If you are lacking financial confidence and knowledge and are looking for change, this course is for you!
You will elevate your mindset and develop a system that will educate and empower you.
This course is designed for motivated business owners to develop financial awareness and establish permanent profitability using the Profit First cash flow methodology.
This method is simple and, yet, it can be challenging to implement alone, which is why we are here to support you.
Profit First is a proven method, which has been successfully implemented in over 600,000 businesses worldwide.
Over 6 months, with self-directed, bi-weekly training, group support calls, and a private online community, you will learn about your long held beliefs around money, and how to generate positive cash flow and profits in your business and life.
What's included in
Weeks 1 & 2
To gain honest understanding and clarity about conditioned beliefs & attitudes toward money, finances, & wealth to identify helpful and harmful beliefs to enable the participant to consciously create a new narrative and identify wants, needs, goals, and dreams.
Weeks 3 & 4
To give participants an understanding of how Profit First works. Participants will be required to have begun reading the book by this module. A copy of the book will be mailed after signup.
Weeks 5 & 6
To gain an understanding of your current financial situation and create financial targets to move towards your goals.
Weeks 7 & 8
Use the previously identified actuals and targets to establish a timeframe to reach the target percentages and establish an allocation schedule.
Weeks 9 & 10
A deep dive into spending to identify expenses that are absolutely necessary to your success and achieving your goals (Keep), can be negotiated to a lower rate (Reduce), and what is unnecessary (Eliminate).
Weeks 11 & 12
Establish a debt repayment plan.
Weeks 13 & 14
Identify strategies and new ways to generate more revenue.
Weeks 15 & 16
A two-week break to allow participants to get caught up on any items that may be outstanding. The support call will still be available but no additional coursework.
Weeks 17 & 18
Advanced Strategies to Capture Profit.
Weeks 19 & 20
Re-evaluate quarterly targets based on quarterly review.
Weeks 21 & 22
Review the first quarter's process and progress.
Weeks 23 & 24
Review how these business principles can be applied and used with personal finances.
Weeks 25 & 26
Celebrate the hard work and achievements of the last six months.
I'm Stephanie Kelcey
Hi, I’m Stephanie Kelcey, a certified Profit First Professional and a certified Professional Bookkeeper. I have been a bookkeeper since 2007, when I was managing a commercial photography and film production studio in Toronto. In 2011, after the birth of my second child, I decided to prioritize my family and started a small bookkeeping firm focussing on photographers & directors. As my kids grew, so did my business.
After many years, a heck lot of life, and the digitization of the bookkeeping industry, I knew I needed to grow professionally. I had this really strong desire to do more to help business owners. In 2020, when the world was in lockdown, I learned about Profit First. Then, in 2021, I implemented it in my business and have witnessed first hand the power of the system. Since then I have used my quarterly profit distributions to share experiences with loved ones like travel, concerts, and spa days. Now I am excited to share this system and knowledge with others to educate, empower, and elevate their financial awareness.
Get on the Waitlist
And be the first to know when the course is open for registration!