How Working With Right Way Profits Works

Step 1: what happens on the discovery call?

Forty-five minutes, no pressure, and not a sales pitch. We talk about where you are and where you want to go. At the end you will know whether I can help, and if we are a good fit, I walk you through the next steps.

Step 2: how do you get a clear picture of my numbers?

We look at your real numbers and find what is leaking profit. For CFO clients that becomes a diagnostic baseline, so we both see what is driving your results and what is holding them back. If the books are behind, getting them current is the first job.

Step 3: what happens once we start?

You walk away knowing your numbers and what to do next. Then the service that fits begins:

Fractional CFO

1. Get a clear picture. I build a diagnostic baseline from your real numbers, so we both see what is driving your results and what is holding them back.
2. Run the plan together. We meet on a set rhythm and steer the business with real numbers, adjusting the plan as things change.

Profit First

1. Set up your accounts and percentages. We open the accounts, set allocation percentages that fit your real numbers, and agree on a rhythm for moving money.
2. Allocate, review, take profit. You allocate on schedule, we review together, and every quarter you take a profit distribution.

Bookkeeping

1. We keep them clean every week. My team does the weekly work in QuickBooks Online, and I review and sign off on each monthly close.
2. Your numbers stay ready. Accurate and current all the time, so there is no more guessing and no year-end scramble.

Which service do clients usually start with?

• Books behind or not trusted: start with bookkeeping.
• Books fine, but no profit in the bank: start with Profit First.
• Big decisions made without a forecast: start with fractional CFO support.
• Want to learn Profit First yourself: take The Profit Revolution course.

The services build on each other. Our post on why clean books come first explains the order.