Patterson Financial
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Profit Mastery

Certified Profit First Professionals 

Our Profit Mastery Methodology

What if, rather than you serving your business, your business served you?

What if you could turn a profit from your very next deposit? And what if had the power to guarantee that profitability?

Well, you do, you absolutely do and the solution is simpler than you think! Our Profit Mastery system is a cash management system for small business that is so simple and so effective you’ll wonder why you haven’t been doing this for years!

I’m a CPA, but you don’t have to be a CPA to know that Sales – Expenses = Profit. But you probably do need to be a unique, game changing CPA to know Sales – Profit – Expenses! In his book, Profit First, Mike Michalowicz flips accounting on its nerdy little head and is changing business as we know it in the process.

As a Certified Profit First Professional Firm our firm is able to help you name the profit you want, develop your plan to get there, and then hold you accountable to that plan until you’ve achieved your goal! Simple, but exciting, that’s what we love!

No longer will you treat profit as an afterthought, it will be first in your mind and you’ll have more cash in your pocket as a result! These are the seven steps we follow to change your financial life!

Our Profit Mastery Methodology

  1. Assess your current profit
  2. Establish allocation percentages for key accounts
  3. Setup goal accounts to fund
  4. Begin allocating to goal accounts
  5. Build personal budget to determine owner’s need
  6. Build business budget for accountability
  7. Take your heard earned profits and do whatever you want! 

Click here to download the first two chapters of the book Profit First by Mike Michalowicz.