Basic Template

Profit First Management Template for Google Sheets

Profit First Management Template for Google Sheets

Get a live overview of your income distributions using the Profit First method. Using Profit First method business owners take a percentage from each sale as profit.

Get a live overview of your income distributions using the Profit First method. Using Profit First method business owners take a percentage from each sale as profit.

Compatible with

Integrations

Live Data

Template Description

This template is tailored for businesses implementing the Profit First methodology, helping allocate revenue to profit, owner's pay, taxes, and operating expenses in designated accounts. Compatible with Google Sheets and Excel, it facilitates disciplined financial management. Integration with LiveFlow allows for the automatic update of financial data from QuickBooks Online, ensuring adherence to the Profit First principles with real-time financial insights.

Who can this template help?

Small business owners and finance managers adopting the Profit First methodology

Use cases

Facilitates the implementation of Profit First principles for cash management, helping businesses prioritize profitability.

Get Started in 3 Simple Steps

01

Request Access

Book a demo to unlock your Consolidation Benchmarking Template.

02

Connect LiveFlow

Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.

03

Customize It

Adjust the template to your exact reporting needs without breaking formulas.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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