Are you a business or finance professional wanting to step into advisory and help your clients stabilise cash flow, get out of debt faster, achieve sustainable business growth and greater profitability using proven success formulas?

BECOME A CERTIFIED PROFIT FIRST PROFESSIONAL

ENROLMENTS OPEN MAR – MAY 2024

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Certification in Profit First is more than just reading and applying the knowledge from the book!

The certification and membership:

Educates you through the processes of running Profit First assessments with businesses of all kinds, implementation and considerations for different business issues, and ongoing Profit First implementation adjustments as businesses grow and evolve.

Teaches you the nuances and intricacies of implementation across a wide range of business structures, models, and industries.

Enables you to utilise the world-renowned Profit First branding, resources, and lead magnets to build your own business and profile.

Gives you training, resources, scripts and templates to easily build your profile as a Profit First Professional, improve your marketing and generate more sales .

Guides you on how to offer Profit First as a service, how to measure results, and manage the difficult client curve-balls you may face.

Gives you training on how to coach and advise your clients effectively so that they take proactive action with implementing Profit First to achieve their financial goals faster.

Provides you with a promotional directory listing profile on our website as one of our recommended business/finance professionals to work with.

Access to a support network of professionals from around the world to give advice, share your work, collaborate with and grow together.

I’m a Profit First advisor and I find it absolutely worth the investment in my business. It’s made amazing changes to my client’s businesses and their money management. I’ve not only gained business growth from the support from Profit First but I’ve had enormous personal growth as well.
TRACY BROCKHOFFBOOKKEEPER

Profit First transforms your business and changes your life permanently. Your business which once drained the life from you can be turned around and give you opportunities you only thought happen to those ‘lucky people’. I had reached a point in my business where I was considering finding a job again and was dreading the lifestyle I would have to give up. This is when I was fortunate enough to come across Profit First and that is when everything changed.
KATIE CRISMALE-MARSHALLPROFIT FIRST FOR TRADIES

I am a Profit First Advisor and have been for a few years. The annual fees are definitely worth the money for the training, support and resources that you receive.
TRACY SELLERSBOOKKEEPER

What are Profit First Professionals (PFP)?

Profit First Professionals are an exclusive community of business and finance professionals who are certified in the Profit First methodology to help their clients build highly profitable businesses. A Profit First Professional is someone who is known as a strategic, trusted advisor and an integral part of their client’s business success.

Who Can Be A Profit First Professional?

Our members include an array of business and finance professionals including (but not limited to): Business Coaches & Consultants, Business Advisors, Financial Advisors, Money Coaches and Mentors, Accountants, Bookkeepers, Mortgage/Loan Brokers, Financial Planners, Business Development Consultants, Budgeting Consultants.

Members usually offer (or want to offer) their client’s proven financial advice that can help their clients build a profitable business, get paid and get out of debt.

You Can Be A Profit First Professional If You Have…

A love of the Profit First concepts and strategies and the desire to implement these into your clients’ businesses.

Are an established bookkeeper, accountant, coach, business or finance professional (with an existing client base and operational) for at least one year.

A desire to not only learn the intricacies of the Profit First Method and teach the Profit First Method, but also to live it in your own business, helping both you and your clients to find peace and profitability.

A deep passion for providing high quality services that support your clients’ financial goals and growth.

A desire to set your practice apart by becoming your clients’ trusted advisor for long-term business profitability and success.

What’s Involved In Profit First Certification

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Why Become A Profit First Professional?

Easily attract high-quality clients who want experts like you to give them the financial systems and guidance to achieve maximum profitability

Get paid premium fees because you focus on high-value business services.

Capture the advancements in accounting software and use them to your advantage to surge forward, rather than being trampled.

Be surrounded by a community of like-minded Accountants, Bookkeepers and Coaches who are transitioning to advisory services. In short, we’re one big family and we’ve got your back.

Become an integral part of your clients’ thriving businesses.

Build your career with official certification as a Profit First Professional

It’s not just a certification – It’s a full functioning membership with ongoing training, support, guidance and amazing community network to help you build your business as a PFP!

We have checked the requirements for CPA, TPB, ICB, IPA, AAT and ABN and the great news is Profit First Professionals are able to utilise the monthly national calls, workshops and events, plus time spent on certification or recertification towards their CPD / CPE hours.

What a Profit First Professional Certification is NOT:

Academic-only certification course to add to your collection of credentials

Training for newbie bookkeepers, accountants or coaching practitioners

Lead generation service where you pay for leads that blindly come from the Internet

A talking head on a video — you are assigned a Profit First Guide (yes, a real person!) from Day 1

Work-from-home startup business opportunity

For students

For those not interested in implementing Profit First in your own business.

I’m nearly certified & have been training for 12 months. PF has made an enormous change in my business & my personal self esteem. It’s one of the best investments in my business and I will make sure that all my present & future clients have the opportunity to reach for the stars to take control of their personal & business finances to reach profitability.
STEVEN MULLIGANBOOKKEEPER

I’m certified and it’s opened up so many opportunities for me, my business and my team! I guess it has to align with your clients, your vision and your values. There is no other way for us!
VANESSA FIDUCIAACCOUNTANT

I’m certified, I’ve been a member of Profit First for almost 2 years and for me it definitely returns the investment. I read the book and I knew this was for me. Profit First is ‘top shelf-life changing’: support, education and growth opportunity. It’s a revolution! It’s not a quick fix. It’s a way of life. My business of helping people with their business is my life’s inspired mission and Profit First is the #1 tool, I love it xxxx
APRIL TYSONBOOKKEEPER

What’s included in the Profit First Professional Membership?

Step-by-Step Training & Guidance

Learn the intricacies of Profit First and how to implement the methodology across a variety of businesses – including your own – using our step-by-step online training and guidance.

Profit University®Access

Fast-track effective results for you and your clients, no matter how busy your schedule, with unlimited online access to our exclusive educational and training content inside Profit University®

Sales & Marketing Templates

Save time, money and resources using our proven, done-for-you sales templates and marketing materials to help you attract and convert new Profit First clients into your business!

Exclusive Event Invites

As a member you receive special Members pricing and invitation to global events such as ProfitCon as well as Members-only and Public events. We occasionally host Member retreats too!

Official Certification

Following completion of your training, and successful exam results, you can use the world-renowned Profit First brand and Certification branding to build authority in your business and brand, and attract new Profit First clients.

Monthly National Calls

Every month the Australian & NZ PFPs get together for a Zoom call that includes training, support, hot seats, news, guest speakers, and fun!

Open Office Calls

Members gather on Zoom regularly for our Open Office Sessions that are designed to help you with Q&A for certification, client implementation, business and marketing, and your growth as a PFP.

International Professional Network

Get introduced to and participate in our global network of Profit First Professionals. Learn, connect and grow together!

Members-Only Network & Community

Collaborate with top professionals who support each other’s success while championing entrepreneurial financial health from the inside out when you gain exclusive access to the Profit First Professionals online community and exclusive in-person events.

Assigned Profit First Guide

From day 1 you are assigned a Profit First Guide to help you on your journey to becoming a Certified PFP with 1:1 training and implementation support.

Qualified Leads

Have qualified leads who are looking for a Profit First Professional sent directly to your inbox.

Website Directory Listing

Showcase your skills and your business in our online Members directory. Visible to the public 24/7 with links to your website.

Download Info Pack

Book a Q&A Call

Your Journey As A Profit First Professional

Meet Your Guide

Join our Community

Start Your Training

Implement Profit First In Your Business

Implement Profit First with 2 Clients

Complete Your Certification Exam

Amplify your Offers, Marketing & Sales as a PFP

Grow Your Business & Authority as a PFP

Step up into Mastery Level

Download PFP Info Pack

What becoming a Profit First Professional is all about…

Download PFP Info Pack

Once I saw the results I was getting I just couldn’t stop talking to my clients about what a game changer the methodology is. It has given clients a sense of control over the finances in their business. As a result they have bigger smiles on their faces as a result of being able to pay themselves more, reduce their debt.
CRAIG MINTERFINANCE COACH

My career is finally heading in the right direction, advice not compliance. Profit First Professionals gave me the tools and support to take a big step in that direction. One huge problem I wanted to fix was the small business tax debt cycle. I was tired of seeing clients enter payment plans again and again, constantly using this year’s income to pay last year’s tax bill. Profit First gave me a tool I could use to fix that.
PHIL SHEPHARDACCOUNTANT

Joining PFP has given me the confidence to steer my offerings towards helping business owners who are not confident working with numbers. My clients have benefited from my membership because not only do they get my expertise but I can ask for feedback from the PFP community and have more than one solution to offer.
LAURIE GRIGGSFINANCE COACH

Why does Profit First work?

Since starting Profit First Professionals in 2014, we’ve collected numerous success stories from our members. We’ve heard how they’ve gone from barely scraping by to – in several cases – becoming millionaires. We’ve heard how they’ve scaled from being one-person, freelance shops to building teams that carry out the day-to-day running of the business for them.

I’m a Profit First advisor and I find it absolutely worth the investment in my business. It’s made amazing changes to my client’s businesses and their money management. I’ve not only gained business growth from the support from Profit First but I’ve had enormous personal growth as well. If you are interested in becoming a member, chat with Laura Elkaslassy.
Tracy Brockhoff, Nourish Your Numbers

Exactly how profitable ARE Profit First Professionals?

We surveyed our global members, and the results exceeded our expectations. Download PDF here.

Become A Certified Profit First Professional

If the above outline sounds like you and where you want to take your career, click the button below to register your interest in becoming a Profit First Professional.

Upon submission, we’ll send you an info pack with details of the training, certification requirements, membership perks and how to apply.

Open for enrolment 1st Mar – 31st May 2024 and 1st Sept – 30th Nov 2024

Download An Info Pack & Apply Today!

Book Q&A Call

Read our membership agreement here.

Still have questions? Ask us here.