Basic Template
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.