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Profit Clarity Plan

Your journey toward clarity and profitability doesn’t have to be walked alone.

Every 1st Monday of the month, our group sessions bring together business owners across industries to track their progress over the last month. No need to divulge your personal information, we speak in percentages!

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Who is this for?

Ideal for clients who’ve completed their implementation and need continued accountability.

Monthly Group Coaching

Access to all monthly group coaching calls

Profit First App

Access to the Profit First App for a dynamic monitoring of your cash flow

Discuss with others

Private community discussions

What's included?

💬 1. Collaborative Learning

Gain new perspectives and insights from other entrepreneurs who are walking a similar path.

You’ll hear what’s working for others, share your wins, and learn practical strategies you can apply right away in your business.

📊 2. Guided Financial Reviews

Each session includes live discussions around your Profit First setup, Relay automations, and key money habits.

We’ll review how to track your allocations, build consistency, and make data-driven decisions that strengthen your cash flow month after month.

🌱 3. Accountability & Growth

Stay on track and stay encouraged using the Profit First App.

These calls create a rhythm of accountability that keeps your goals top of mind — helping you build momentum, ask better questions, and stay connected to your financial vision.

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