Profit First Services

Making Clear Cents Of Your Numbers

Why Profit First?

All bookkeepers enter transactions and reconcile accounts. Most even run financial reports such as your income statement, balance sheet and statement of cash flows.

We do that too.

But what sets us apart is what we do with that information.

We will use those numbers to help you read your story and drive profitability in your business.

As part of your financial team, we will help you understand the ebbs and flows of your cash, create clarity around reports and build a process that instills confidence and security.

It's your business. Your profit should come first, the rest comes after.

Our Mission as Profit First Professionals

It's not about how much you make. It's about how much you keep.

You are an expert in your field; you run a successful business. But does this sound familiar?

My income statement says I made a profit so where is the money?

I'm not paying myself but my employees and bills are paid.

Ugh, another tax bill.

Can I afford to hire someone?

As a certified Profit First firm, we know numbers. We have the tools and strategies to turn those questions into permanently profitable businesses with owners that are paid what they are worth (you are your most important employee after all!), taxes are covered and the question of "can I" has a plan in place.

Book a free consultation today! All businesses can thrive with the right tools and strategies in place!

Julie Healy


Profit First Professional

In 2009 our family took a mandatory pay cut which was a lot better than losing the job altogether.

Needing to figure out how to manage a household with two small children on significantly less money sent me into a tailspin. I was looking for guidance but found little. How much of our income should I be spending on housing, food and debt reduction? Everything I found was a budget, and it didn't fit what I was needing to calm my mind.

Obviously, cuts were needed but how was I going to go about that?

Ultimately, I opened a few extra bank accounts. Each payday I transferred a portion of the monthly bills into one account, a portion of the mortgage payment into another, a small percentage into a third account for non-regular expenses (think birthday presents, oil changes, hair cuts, etc) and we got to live on the rest.

There was no question that the bills and mortgage would be paid and that helped me sleep at night. After years of living this way I came across the Profit First method.

I knew immediately that implementing these strategies would be life changing for business owners and too many didn't know about the power of small plates.

It is my mission to help as many small business owners take control of their business finances to build sustainable and permanently profitable businesses where they are paid what they are worth, can live the life they want, take a deep breath and sleep at night!

Our Distinctions

Find out how you can . . .

Pay Yourself What You Deserve!

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Discovery Bay, CA | 925-240-3527