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How It Works

One system to run your numbers.

Profit Mastery is the financial operating system for small business owners. You learn it, you run it, and you grow with it, alongside a community of owners doing the same.

The five layers

Learn it. Run it. Grow with it.

Most owners get a course or a tool. Profit Mastery gives you the whole system: the skills, the working tools, live coaching, a community, and a way to bring it to others. Here is how the five layers fit together.

1
Learn

Master your numbers

Read your own financials and know what to do about them. The front door to the whole system.

PMU curriculum · PMU bootcamps · workshops · The Profit Move newsletter
2
Run

Operate with the tools

Your daily financial control panel. Plug in your numbers and run the business by them.

13-week cash forecast · KPI scorecard · pricing calculator · benchmarking template
3
Grow

Accountability that compounds

A room that asks if you did it. Monthly office hours come with the membership, with coaching and Performance Groups when you want to go deeper.

Monthly office hours · 1:1 and group coaching · Performance Groups
4
Connect

A community of owners

Not a lonely login. Compare real numbers with people facing the same decisions you are.

The owner community · peer benchmarking · facilitators and the PM Network
5
Extend

Bring it to your network

Deploy the same system across the owners you serve: franchises, banks, CPA firms, and SBDCs. Book a fit call to explore it.

Franchises · banks and credit unions · CPA firms · SBDCs · referral partners

Each layer feeds the next. You learn a number, run it in a tool, bring it to coaching, and pressure-test it with the community. That loop is the system.

The Core curriculum

Four core modules. One financial language.

The Core is the 2-day bootcamp at the heart of the system. Four modules take you from reading a statement to running the business by it, with Foundation and Advanced tiers around it.

Module 1

Getting started

How a business really works, your model on a page, and where you stand today versus where you're headed.

Module 2

Reading the numbers

Read your statements, understand your cash cycle, and run the scorecard and ratios that tell the truth.

Module 3

Cost & profit

Find your real break-even, price with intent, and see which products and locations actually make money.

Module 4

Plan, cash & growth

Forecast profit and cash, run a weekly cash flow, and fund growth without the surprises.

The control panel

The tools you'll actually run.

Learning is the start. The value shows up when you run your own numbers through the tools, week after week. Each one is built to be filled in, not admired.

KPI Scorecard & Tracker

Your key metrics on one page, tracked over time. See at a glance what is healthy and what needs action.

13-Week Cash Forecast

The early-warning system. Project cash a quarter out so a shortfall is a plan, not a panic.

Pricing Calculator

Price with intent and protect the margin behind every sale.

Benchmarking Template

Compare your numbers against where they should be, and close the gap.

More calculators and templates are added to the PM Pro Toolbox on a regular basis.

One home for all of it

It all lives in one membership.

You do not stitch this together from five purchases. The curriculum, the tools, the live coaching, and the community are one thing: PM Pro. Join once, and the whole system is open to you.

  • The whole system in one place, no add-ons to chase
  • Curriculum and tools updated while you stay a member
  • Live office hours and cohorts on the calendar all year
See what's included →
$1,200 / year
or $400 every 3 months (annual saves $400)
Cancel anytime, keep access through your term
Join PM Pro

The full system, one membership.

Ready to run the system?

Stop piecing your financial system together. Get the curriculum, the tools, the coaching, and the community in one membership.

Join PM Pro