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Profit First Workshop

Attention Small Business Owners!

Is your cash flow doing the electric slide out of your bank account faster than you can say "tax deduction"? 🕺💸 Well, fear not! The ultimate financial fiesta is coming your way, and you're invited to join in on the fun!

Register For Our Workshop

🚀 Get Ready to Rock Your Finances! 🚀

RBA Tax & Financial Services is thrilled to announce an exclusive workshop happening on May 30th and 31st. We're not just talking about any old snooze-fest workshop – we're talking about a game-changing event that's going to revolutionize the way you handle your finances.

With our secret weapon, the Profit First Methodology by the legendary Joshue & Shantell Wilkins, you'll learn how to turn your cash flow from a wild rodeo ride into a smooth sailing yacht trip. 🛥️💰

Why You Can't Afford to Miss This:

• Say goodbye to financial stress and hello to financial freedom.

• Learn practical strategies to take control of your cash flow like a boss.

• Discover the secrets of successful small business owners who are crushing it in the finance game.

This isn't just another boring seminar – it's an epic adventure into the world of financial wizardry, and we want YOU to be a part of it!

🎟️ Grab Your Spot NOW! 🎟️

Spaces are limited, and this event is filling up faster than a squirrel's cheeks with acorns. So, don't wait until the last minute – secure your spot today and get ready to level up your financial game!

Know a fellow small business owner who could use a little financial magic in their life? Spread the word and share this link with them.

Don't let your cash flow dance out of control – join us at the workshop and learn how to make it groove to your beat! 💃🎶

See you there!

Course Overview

This course provides a comprehensive exploration of Profit First methodology, designed to empower participants with practical strategies for financial management and business growth. The course is divided into eight modules, each focusing on key aspects of implementing Profit First principles.

Day 1:

MODULE 1: Profit First Overview

  • Duration: 30 Min

  • Overview: Introduction to the Profit First methodology, including its core principles and how it differs from traditional accounting methods.

MODULE 2: The Instant Assessment

  • Duration: 1 Hour

  • Overview: Learn how to conduct an instant assessment of your current financial situation, identifying areas for improvement and opportunities for increased profitability.

MODULE 3: Roll Out Plan

  • Duration: 1 Hour

  • Overview: Develop a customized roll-out plan for implementing Profit First in your business, including setting goals and timelines for implementation.

MODULE 4: Custom Bank Accounts

  • Duration: 30 Min

  • Overview: Understand the importance of setting up custom bank accounts to facilitate Profit First allocations and optimize cash management.

Day 2

MODULE 5: Calling the Bank

  • Duration: 30 min

  • Overview: Learn the process of calling your bank to set up the necessary accounts and banking arrangements for implementing Profit First effectively.

MODULE 6: Your Allocation Rhythm

  • Duration: 30 Min

  • Overview: Establish a consistent allocation rhythm for distributing funds according to the Profit First methodology, ensuring sustainable profitability.

MODULE 7: Profit Points

  • Duration: 1 Hour

  • Overview: Explore various profit points within your business, including expense analysis, pricing strategies, margin optimization, efficiency improvements, leveraging customer interest, prospect management, acquiring new customers, transaction management, marketing ROI analysis, and accounts receivable management.

MODULE 8: Personal Income Targeting

  • Duration: 30 min

  • Overview: Develop a personalized income targeting strategy to ensure that your business generates sufficient profits to support both business growth and personal financial goals.

This course is designed to equip participants with the knowledge and skills needed to implement Profit First effectively, driving sustainable financial success and growth in their businesses.

Course Benefits:

  • Gain a clear understanding of your business's financial health.

  • Implement a proven system for consistent profitability.

  • Reduce financial stress and uncertainty.

  • Take control of your finances and build a financially sustainable business.

Who Should Attend:

  • Small business owners

  • Entrepreneurs

  • Freelancers

  • Consultants

  • Anyone seeking to improve their business's financial performance


  • Basic understanding of business finance (recommended)

  • Willingness to implement change and take action on the day of class

Materials Needed:

  • Computer / Ipad

  • Profit & Loss Statement for 12 months ( run this report on a cash basis NOT accrual)

  • Balance Sheet 12 months


  • Last completed tax return

  • Bank statements for the last 12 months

Gather the contact information for your bank


  • In-person seminar

  • Two days, four hours each day

  • Interactive sessions with opportunities for discussion and Q&A

What's included:

  • Profit First Book

  • Profit First Workbook

  • Free 1-hour Consultation ($500.00 value)

In-Person Class Is $397.00 at a $2500.00 Value

Join us for this transformative seminar and take the first step towards building a more profitable and sustainable business!

Register For Our Workshop
Shayla The Tax Fairy Shayla The Tax Fairy
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