13. Bespoke Quote Builder: Financial Planning

Bronze (£199 + VAT)

Get your copy of the book and a professional workshop presentation to learn everything you need to know with the only Profit First certified accountancy firm in Wales to immediately start implementing the proven profit first cashflow system into your business.  

• Profit First Book
• Profit First Workshop

Silver (£699 + VAT)

Get your copy of the book and a professional workshop presentation to learn everything you need to know with the only Profit First certified accountancy firm in Wales to immediately start implementing the proven profit first cashflow system into your business. Tailored Profit Assessment using the profit first system to work out your current allocation percentages (CAP’s), your target allocation percentages (TAP’s) and provide you with a detailed assessment and structured roll out plan covering the next 12 to 18 months to get you more profitable.

• Profit First Book
• Profit First Workshop  
• Tailored Profit Assessment  
• Tailored Profit First Roll Out Plan

Gold (£4,999 + VAT) 

Get your copy of the book and a professional workshop presentation to learn everything you need to know with the only Profit First certified accountancy firm in Wales to immediately start implementing the proven profit first cashflow system into your business. Tailored Profit Assessment using the profit first system to work out your current allocation percentages (CAP’s), your target allocation percentages (TAP’s) and provide you with a detailed assessment and structured roll out plan covering the next 12 to 18 months to get you more profitable. 12 Months bespoke support and Profit First coaching to help you achieve your goals.

• Profit First Book
• Profit First Workshop  
• Tailored Profit Assessment  
• Tailored Profit First Roll Out Plan  
• 12 months bespoke support and Profit First coaching