Master your numbers.
The Profit Mastery system, on one page.
Three tiers, four core modules, and 50+ topics. Everything you learn to go from staring at your numbers to running the business by them. Built over 40 years, included in PM Pro.
One system. Three tiers.
Think of it as a pyramid. The 2-day bootcamp is the Core. Underneath it you run your operations. Above it you go deeper as you grow.
Capital and borrowing, valuation, succession and transition. The deep-dives you grow into over time.
Rolls out over timeThe flagship 2-day bootcamp and the front door. The four modules every owner needs to read and drive their numbers.
Delivered nowSet up and run your financial operations: your books, payroll, taxes, tech stack, and a monthly cadence you keep.
Rolls out over timeWant how the system works day to day, not just what's in it? See the 5-layer operating system.
The modules, plain and simple.
The Core is four modules. The Foundation and Advanced tiers wrap around it. Here is what each one gives you.
Stand up and run your financial operations: books, payroll, taxes, and the tech and cadence that keep them honest. Prefer to hand off the books? We will point you to our bookkeeping partner.
Get oriented. How a business really works, your model on a page, where you stand today, and where you want to take it.
Read your statements with confidence, understand your cash cycle, and run the scorecard and ratios that tell the truth about your business.
Find your real break-even, price with intent, and know which products and locations actually make money, and which quietly bleed it.
Forecast profit and cash, run a weekly cash flow, hold a minimum cash balance, and fund growth without the surprises.
Capital and borrowing, the five C's of credit, valuation, the bankable story, and planning your eventual exit or succession.
The Core 2-day bootcamp and curriculum are delivered now. The Foundation operating system and the Advanced deep-dives roll out over time as part of your membership, so the system keeps getting deeper the longer you are in it.
Every topic, on one page.
The whole system, grouped by tier. This is the depth behind "master your numbers."
run it
- Set up your financial infrastructure
- Get your books right
- Run a books health check
- Build a bill-pay workflow
- Run payroll cleanly
- Pay yourself the right way
- Stay ahead of taxes
- Build your monthly cadence
- Choose your financial tech stack
- Round out the rest
- How a business really works
- Your business model on a page
- Where your business stands today
- Where you want to take it
- Accounting basics, plain English
- Your financial statements
- The income statement
- The balance sheet
- The cash flow statement
- Your operating cycle
- Working capital
- Common-size your numbers
- Trend analysis
- The rolling 12-month view
- The monthly review
- Your scorecard and reports
- The ratios that matter
- Your road map and root causes
- How your costs behave
- Profitability, calculated
- Your cost structure
- Fixed vs. variable
- Operating leverage
- Break-even and targets
- Pricing
- Unit economics
- Sales mix
- Understanding COGS
- Forecasting
- Your profit plan
- Your cash budget
- Weekly cash flow
- Short-term cash
- Minimum cash on hand
- Forecast your balance sheet
- Managing growth
go deeper
- Capital management
- Borrowing and the five C's
- Equity capital
- The financial gap
- Business valuation
- The bankable story
- Succession and transition
- Personal finance link
- Exit planning
- Advisor support
The whole system, one membership.
Start with the Core bootcamp, then run the system every month inside PM Pro.