how it works, step-by-step
Step 1: Know Your Business
Step 2: Your Proforma Profit Plan
Step 2: Your Proforma Profit Plan
First, we will develop your company's "Ideal Profit Model" and review how your current financial statements are structured and used to set you up for success.
Step 2: Your Proforma Profit Plan
Step 2: Your Proforma Profit Plan
Step 2: Your Proforma Profit Plan
This is the heart of the Planning For Profits system. Know your exact profit goal for each month and how to get there with a detail projected financial plan and goal management system.
Step 3: Value Discovery
Step 2: Your Proforma Profit Plan
Step 3: Value Discovery
Find out what truly drives the value of your business--and how to maximize it.
Step 4: Accountability
Step 6: Sustainable Success
Step 3: Value Discovery
We'll help you put a manageable structure in place to set and achieve your goals.
Step 5: Financial Controls
Step 6: Sustainable Success
Step 6: Sustainable Success
You'll learn how to measure and manage your results at a glance to keep you on course.
Step 6: Sustainable Success
Step 6: Sustainable Success
Step 6: Sustainable Success
You're not alone!
We'll travel with you for 12 months with monthly monitoring and quarterly check ins.
why it works
If you can’t measure it, you can’t manage it.
If you can’t measure it, you can’t manage it.
If you can’t measure it, you can’t manage it.
Imagine driving a car without a steering wheel. Getting where you want to go would be quite a challenge! We create the steering wheel for your business. Let us help you turn your vision into reality with tailored strategies that align with your business ambitions.
Goal Setting
If you can’t measure it, you can’t manage it.
If you can’t measure it, you can’t manage it.
At Planning For Profits, we specialize in helping business owners like you set achievable goals that drive growth. Our proven strategies ensure that you not only reach your targets but also align them with your long-term vision. Let us guide you through the goal-setting process that will transform your business.
Accountability
If you can’t measure it, you can’t manage it.
What Do You Want?
You're not alone! You will effectively have a “virtual CFO” and business coach in place that helps you be in command of your company’s Ideal Profit Model.
What Do You Want?
It All Comes Together: Your Profit Plan
What Do You Want?
You’ll be able to tie your business goals to your personal goals—More Family Time? Retirement? Sell Your Business? All the above?
The Right Tools for the Job
It All Comes Together: Your Profit Plan
It All Comes Together: Your Profit Plan
We’ll demystify your financial statements and turn them into active, useful tools that help you when combined with your Proforma Profit Plan.
It All Comes Together: Your Profit Plan
It All Comes Together: Your Profit Plan
It All Comes Together: Your Profit Plan
•Financial analysis review and recommendations for superior financial management of your business.
• Develop your company‘s Ideal Profit Model and how to maximize your profits.
• Install a complete pro forma financial plan and goal setting system.
• Accountability meetings—Monthly and Quarterly--starting is easy, finishing is hard!