WILL THIS BE YOUR MOST PROFITABLE YEAR YET?
This plug-and-play template will break your big goals into an actionable monthly plan. You'll see exactly what it will take to achieve your revenue target, pay yourself more, improve your cash flow, and have greater confidence in managing your money.
YES PLEASE
THIS TOOL IS FOR YOU IF...
You have a goal in your head but don't know how to make it happen
You are struggling to make the connection between your sales and the cash in your bank account
You are making money but not enough is ending up in your pocket
You are constantly doing simple math in your notebook to breakdown the goals you aspire to achieve
Accomplish a years worth of planning in less than an hour!
➡ Plan your revenue goals by month
➡ Categorize your expenses in terms of level of importance
➡ See if your plan will support the money you want to make
➡ Get beautiful visuals of all your goals to keep you on track and motivated
➡ Printer friendly dashboard you can tape to your office walls
Get crystal clear on what it's going to take to reach your revenue goals, keep your bank balance healthy, and put more money in your pocket!
GRAB A LATTE AND GIVE YOURSELF AN HOUR.
PREPARE TO BE WOWED BY HOW EASY IT IS TO GET UP CLOSE AND PERSONAL TO YOUR BUSINESS DREAMS.
What is My Profit Planner?
My Profit Planner is a CPA-designed, smart template that makes planning your business goals simple, fast, and realistic.
With this tool, you will:
✔ Take a deep-dive into the numbers side of your business for the next 12 months ahead.
✔ Build a budget that will make your business dreams a reality - newbie and pro business owners alike.
✔ Allow you to plan how to keep the bills paid and more money in your pocket.
✔ Make the connection between your profit and bank balance to stop wondering and start planning where your money goes.
“The profit planner is a solution to an issue I have been having since starting my business. I have tried countless times to create something similar both digitally and in my journal, but it has never been this clear, organized and trustworthy. I love seeing the projections dashboard and the visuals included. It's extremely easy to use, clear and detailed. I feel confident knowing that the revenue target I have has a plan and seeing it laid out month to month and broken down into my revenue streams is so helpful!”
- Steff Sullivan, Steff Sullivan Collective
"My Profit Planner was easy to setup, and the data is easy to interpret and understand. I love how straightforward the dashboard is and will be referring back to this frequently as I plan out my launches for the year ahead!"
- Laura Burden-Bitoiu, B Squared Social
“This tool is a game changer for a business starting off or already in business for years! Its a simple tool that helps you identify profit goals and a plan to achieve it! Plus the tool generates tips based on your inputs on how to meet your goal if your projection is shy of meeting it!!! Win win!!! “
- Maryam Mohammed, Connect With Maryam
MY PROFIT PLANNER IS FOR YOU IF YOU WANT TO...
Feel confident in setting your profit and cash-flow projections
Create a revenue goal that is tangible and clear
Rate your expenses and see what 'wish list' items you can afford
Revisit your plan anytime and adjust as you go
Dream Big. Plan smart.
This mighty little template packs a serious punch and was designed by CPAs so that you can make the most out of your money with no math required!
