Profit First for Therapists – A CFO’s Review of Julie Herres’ Essential Book
Discover why Julie Herres’ Profit First for Therapists is a must-read for practice owners seeking clarity, consistency, and profit-focused cash flow.
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Financial clarity for the decisions that matter.
Practical ideas for protecting profit, planning tax, and building a business that works better for you.
Profit First for S Corps: What Changes and What Stays the Same
Learn how to run Profit First inside an S Corp. See what changes, what stays the same, and how to pay yourself right while staying IRS compliant.
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What an FP&A Consultant Does Inside a Growing Service Business
Learn how FP&A consultants help service firms forecast cash, improve margins, and make smarter growth decisions with data-driven clarity.
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How Do You Maintain Accounting Accuracy? Ask a CFO
Learn how to maintain accounting accuracy with CFO systems for clean books, cash flow clarity, and smarter decisions. Avoid errors before they cost you.
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Form 5500-EZ: The $150,000 Mistake Hiding in Your Retirement Plan
Missing a one-participant plan filing now costs $250 per day. Learn the 2025 Form 5500-EZ rules, the $250k threshold trap, and how to use the IRS Amnesty
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How Business Owners Write Off High-End Travel Legally
Learn how business owners legally deduct high-end travel and luxury trips by structuring and documenting business expenses the right way.
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How to Set Up Your Profit First Bank Accounts Without Screwing It Up
Stop procrastinating on your Profit First setup. Learn the 15-minute "frictionless" method to open your 5 core accounts, the best 2026 banks for automation
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Lessons from ProfitCON: Raising Prices Isn’t Reckless. Flat Margins Are.
Raising prices isn’t risky—flat margins are. Learn from Arron Bennett’s ProfitCON talk on how strategic finance turns pricing into sustainable profit.
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Strategic Installment Sales: Defer Taxes and Take Control of Your Business Exit
Learn how installment sales help business owners defer taxes, improve cash flow, and structure smarter exits for real estate or business sales.
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Business Valuation Services: What to Know & Average Costs
Don't guess your company's value—or what it costs to find out. Get the 2025 price breakdown for certified appraisals vs. informal valuations. From
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