Profit First for MSPs

Learn how to break through to a 6-figure salary and build a profitable and valuable MSP business.  You’ll learn the benefits of having multiple bank accounts and how to make financial business decisions by simply looking at your bank account balances.

Description

Running and growing a business can be one of the most rewarding things you do in your life…it can also be one of the most frustrating and challenging endeavors you embark on. As an IT business owner myself, an educator, and a certified Profit First Professional, it’s my mission to help business owners of any size eliminate debt, prioritize profits, provide clarity, and reduce financial stress.

Can You Relate To Any Of These?

  • You run your business paycheck to paycheck
  • You are stressed out every month worrying about how you’ll pay all the bills, your employees and/or consultants.
  • You shuffle money from your personal account to your business thinking you’ll pay yourself back in the next month or two or ten.
  • You, the business owner, don’t pay yourself a respectable salary if at all, or you wait until the end of the year to see how much profit you made
  • You don’t want to learn or understand how to read your financial statements
  • You see a decent profit at year end (from your Profit & Loss Statement) but wondering why that amount of money isn’t in your bank account
  • You keep thinking you just need “1 more big client” or “Better PSA, better tools” or “A sales person, another tech, etc.” and then the money will come pouring in
  • You want a sustainable, profitable business month after month, year after year
  • You want your staff (W2 and/or 1099) to have a vested interest in the success of your business
  • You dream of having no A/R, no debt, and cash in the bank.
  • You want to be insanely profitable!

If you answered Yes to any or all the above, then you need Profit First!

I’d be honored to help you pave your way to financial freedom. Sign up now!

Delivered by Lori Hardtke, MSP, Certified Profit First Professional, Peer Advisor and Coach. Lori has been an MSP (managed service provider) for many years and lives and runs her MSP remotely (in Hawaii) for clients in 7 different states with no full-time employees.

Catch an interview with Lori and learn more about this brand new class:

Includes five weeks of webinar classes with related handouts, assignments, and “office hours” with the instructor.

This course is intended for business owners or finance managers.

(The title “Profit First” used with permission.)

 

Additional information

Topic

Financial Processes, Management, Organize Your Business

Breaking through to a 6-figure salary

Avoiding burnout and building a business that serves you

Recognizing and eliminating unnecessary expenses

Learning how to pay off debt and saying good-bye forever

Funding your retirement account year after year

Lori Hardtke smiling at you

Lori Hardtke

MSP and Certified Profit First Professional and Certified Fix This Next Advisor

Lori Hardtke is an MSP, a Certified Profit First Professional, a technology educator, author, and coach. Lori has been an MSP for many years and lives and runs her MSP remotely (in Hawaii) for clients in 7 different states with no full-time employees. It is her mission and passion to help business owners of any size eliminate debt, prioritize profits, provide clarity, and reduce financial stress.

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Pf For Msps 700

Specialist Certification Pathways

Meets Elective requirement:

This class is currently offered on-demand and is scheduled to be taught live starting Oct 24, 2023.
If you enroll in an on-demand course, you can attend future live classes at no extra charge.

Course Outline

Module 1 Class Introduction
Unit 1 Introduction  - Preview  
Unit 2 Live Class Information  
Module 2 Class Content
Unit 1 Why Profit First and How It Creates Predictable Profits  
Unit 2 Determining CAPs & TAPS and Creating Allocation Rhythm  
Unit 3 Cutting Expenses, Learning How to Pay Off Debt  
Unit 4 Disbursing Quarterly Bonuses and Owner Tax Reimbursement  
Unit 5 Funding Your Retirement Account & Creating Stronger Money Management Habits  

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