As your Profit Coach, we use simple numbers and straight talk to help you save tax, manage profits, and leverage your cash-flow to build lasting wealth. If you own a business, you need to understand your numbers.

The Profit Coach is an investment in your business and we want to make sure that you succeed, so we created an onboarding program that we're simply calling the BYO-CFO Program, which stands for Be Your Own CFO.

The BYO-CFO Program includes access to business advisors, accountants, financial planners and a membership site that includes downloadable guides and access to a few of the worlds best financial management programs.   


Unlimited app Support

You'll be guided by an expert advisor who will help you alleviate workload and provide solutions for your business needs. We'll provide the needed cloud based technology resources to rescue you from the burden of back-office tasks.

Easy to Understand Guides

Learning the secrets to becoming your own CFO, as you develop the skills to manage cash-flow. The downloadable guides will be continuously expanded as you walk through the topics in an easy-to-understand format.   

online bookkeeping app

Spend less time on bookkeeping and more time doing the work you love with Quickbooks Online, which makes running your small business easy, fast and secure. Take advantage of our ProAdvisor subscription pricing.   

compensation analysis report

Accurately assess your reasonable compensation using a proprietary blend of IRS criteria, Court Rulings, geographic data and an exclusive database of wages. Take advantage of our account and gain access to this planning tool. 

online payroll app

Online payroll subscription that does all of the work for you so you can focus on your business. This effortless full-payroll solution helps you get set up, pay your employees, calculate taxes, file your reports so that your payroll is done.

entity management software

A back-end entity formation, registered agent, and compliance service at discount pricing. You’ll be notified of upcoming events with the information provided to complete it - keeping your business in good standing.  

Expense management APP

Easily track your receipts and manage expenses on the go. Just take a photo of your receipt or check and your expenses will be entered into Quickbooks. We'll review your transactions and make sure they're allocated accordingly. 

Profit & Financial Analysis

A narrative profit report that provides you with a deeper understanding of your financial health. With financial analysis, you can turn financial statements into plain language text that you can use to make better business decisions. 

tax filing support

A Year End Financial Package that contains all the info you need to file your taxes. We can work directly with your CPA, or you can use our software. Answer a few questions, share your documents, and your taxes are completed.

leveraged retirement strategy

A concept that helps you maintain your lifestyle in retirement and a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finances - all without the risk of losses.   

Profit Coach - CFO Program Request

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