Think Profit First has you covered? Not quite. If you’re still running your business from one account—or even if you’ve set up the classic Profit First buckets and feel like something’s still missing—this is the guide I wish I’d had years ago. I’m Jamie Trull, CPA & financial educator. I’m a huge fan of systems […]

As a CPA and someone who makes a living teaching financial literacy and cash management to small business owners and self-employed individuals, people routinely ask me my thoughts on Profit First, the book and business cash management system by Mike Michalowicz. For those who aren’t familiar, the Profit First system centers around using bank balances […]