Get Your Profit First Instant Assessment

Connect your QuickBooks Online account and we'll pull your numbers automatically — no exports, no uploads. Just your name and email; we'll confirm any details that need it after we've analyzed your books.

Your Information

We pull your trailing-12-month Profit & Loss and General Ledger directly. You'll be asked to sign in to QuickBooks and approve read-only access.

What You'll Receive

  • ✓ Full Profit First bucket analysis (Owner's Pay, Tax, OpEx, Profit)
  • ✓ Your Target Allocation Percentages based on your revenue tier
  • ✓ Actionable gap analysis and next-step recommendations
  • ✓ PDF report + Excel workbook sent directly to your inbox