MY PROFIT PLANNER
Turn the numbers in your head into a 12-month plan on paper.
Revenue, expenses, tax savings, take-home pay. About an hour to build. Designed by two CPAs for the small business owner who wants the clear picture without hiring the firm.
$35 CAD
WHO USES THIS
If you have a big idea but no clear sense of whether it’ll be profitable, this is for you.
Sole proprietors and small corporations running on instinct instead of a forecast.
Business owners who keep meaning to plan their year but never quite do.
DIY business owners who want a CPA-designed planner without paying CPA fees.
Anyone who has ever been blindsided by their tax bill and refuses to be again.
INSIDE THE PROFIT PLANNER
A simple forecasting template. Pre-built, ready to use.
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Map your expected revenue month by month. Built-in formulas show you the running total and flag the slow months before they sneak up on you.
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Pre-built expense categories that match how small businesses actually spend. Edit, add, or remove categories so the planner reflects your business, not your neighbour’s.
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A dedicated row where you project what to set aside for tax based on your forecasted revenue. The walkthrough shows you how to estimate the right amount, so year end stops being a surprise.
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What’s actually yours after expenses, tax, and reinvestment. The number that matters at the end of every month.
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Broken into short sections so you can jump to what you need. No accounting background required.
HOW TO USE IT
From purchase to forecast in under an hour.
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Buy it for $35 CAD. Instant delivery to your inbox.
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Save it to your own Google Drive. The whole thing lives in Google Sheets, so you don’t need any new software.
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Press play on the short walkthrough videos. Fill in your numbers as you go. By the end, you have a working 12-month plan.
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Most people use it once a year to plan, then move on. Others come back to it as the year unfolds to track what they forecasted against what actually happened. For $35, either is a fair use.
WHAT THE PROFIT PLANNER IS FOR
A quick, affordable gut check on whether your big ideas are profitable.
You don’t need expensive software. You don’t need a bookkeeper. You don’t even need to be good with spreadsheets. All you need is an hour, the notes scattered across your sticky pads, and the willingness to turn them into a plan.
The Profit Planner is here for the small business owner who needs a simple, affordable reality check before committing to the next big move. Not because it’s better than other planning tools. Because it’s simple, low-cost, and designed by two CPAs who have watched too many good ideas crumble for lack of a back-of-the-napkin number. That’s the whole point.
FAQ - BEFORE YOU BUY
Quick answers.
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No. The planner is pre-built. You’re filling in numbers, not writing formulas. If you can use a calculator, you can use this.
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Yes. The planner is built around how small businesses make and spend money, not a single industry. Service businesses, trades, retail, creative work, professional services. We’ve seen owners across all of them use it successfully.
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No. It’s a planning tool, not a tax return. If your business needs full-service accounting and tax filing, the Profit Planner is a starting point, not a substitute. If you’re ready for that step, our monthly services exist for it.
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Due to the digital nature of the Profit Planner, we do not provide refunds. Please get in touch with us before purchasing if you have any questions. If you are unsatisfied after purchase for any reason, please contact us at support@growcpa.ca and we’ll do our best to help.
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Yes. Once it’s saved to your Google Drive, you control who has access.
YOUR NEXT STEP
Thirty-five dollars. One clear plan.
If you’ve been meaning to plan your year but never quite get there, this is the easiest way to start. CPA-designed, ready to use, yours for $35.
If you finish the planner and realise what you actually need is a CPA running your numbers every month, we’d love to talk. Inquire to work with us on our monthly services.