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  • Resources for Service- Based Business Owners

    Welcome to the hub where you will find recorded trainings, interactive tools & actionable worksheets to implement the Profit First Methodology and build a financially healthy business!
     
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"Financial Clarity With Profit First"
Building a Financially Healthy Business

Financial Clarity with Profit First is a 16-minute training led by Lori Mercaldi, Certified Profit First Professional, designed for service-based business owners who want a simple introduction to the Profit First cash-flow system. In this concise workshop, Lori explains how Profit First creates clarity, stabilizes cash flow, and helps you build predictable profit. Perfect for anyone ready to understand the fundamentals and take the first step toward healthier business finances.



Download Financial Clarity Presentation Handout

More recorded trainings & resources coming soon!