Profit First Professionals

Profit First Professionals Profit First Professionals is an international network of extraordinary accountants, bookkeepers and coaches who drive profitability for their clients.

Eradicate Entrepreneurial Poverty

08/26/2026

There’s a point where doing your homework stops helping you make the decision and starts helping you avoid it.

Run the numbers. Ask the questions. Talk to people who have done it before.

Then make the best decision you can with what you know.

If you learn something new?

Adjust.

Running a firm isn’t a series of perfectly correct decisions. It’s making thoughtful ones, paying attention to what happens next, and being willing to change course.

What decision in your firm have you been researching long enough?

Pricing can get weird when you’re trying to figure it out by yourself.Am I charging enough?Is this scope reasonable?How ...
08/25/2026

Pricing can get weird when you’re trying to figure it out by yourself.

Am I charging enough?

Is this scope reasonable?

How are other firms handling this?

Am I accounting for all the time this actually takes?

Would anyone really pay that?

A spreadsheet can help with the math.

But sometimes what you really need is another firm owner who can say:

“Here’s how we handled it.”

Not because you should copy their pricing.

Because hearing how someone else thinks through scope, capacity, complexity, profitability, and value can help you see your own pricing differently.

That’s one of our favorite things about the Profit First Professionals community. Our members don’t have to figure every part of firm ownership out alone.

Want more firm owners in your corner? Come meet your people inside PFP.

You’re allowed to outgrow the way you used to run your business.The pricing that made sense when you started.The service...
08/20/2026

You’re allowed to outgrow the way you used to run your business.

The pricing that made sense when you started.

The services you said yes to because you needed the revenue.

The processes you cobbled together because they worked well enough.

The way you talked about what you do before you really understood the value of it yourself.

The version of your firm that got you here doesn’t have to be the version that takes you forward.

You’re supposed to get better at this.

And sometimes growth looks less like adding something new and more like finally letting go of something you’ve outgrown.

𝗪𝗵𝗮𝘁’𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗱𝗼 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝗺 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝗱𝗶𝗱 𝗮 𝘆𝗲𝗮𝗿 𝗮𝗴𝗼?

Pass it across the desk to someone who could use this reminder today.

Yesterday on our quarterly Connect & Grow call, we got talking about something that sounds simple but takes practice:𝗖𝗼𝗺...
08/19/2026

Yesterday on our quarterly Connect & Grow call, we got talking about something that sounds simple but takes practice:

𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗱𝗼.

A few of our members shared how much better they’ve gotten at it over time.

Because there’s a difference between explaining what you do and helping someone understand why it matters.

You reconcile the books.
So your client can trust the numbers they’re making decisions from.

You forecast cash flow.
So they can make the next move with more confidence.

You help them implement Profit First.
So profitability becomes something they plan for instead of something they hope is left over.

The value was already in the work.

The skill is learning how to put that value into words your clients actually understand.

And that’s something all of us can get better at.

So let’s steal from each other a little. 👀

Pick one service you offer and tell us how you explain its value to a client — without using the name of the service itself.

Someone else reading the comments might find the words they’ve been looking for.

Your worst client probably didn’t become your worst client overnight. 🚩There was probably a moment when you ignored a re...
08/14/2026

Your worst client probably didn’t become your worst client overnight. 🚩

There was probably a moment when you ignored a red flag.

Made an exception.

Answered the email after hours.

Let the scope creep slide.

Said, “just this once.”

Lowered the price when you knew you shouldn’t.

And none of those things, on their own, seemed like a very big deal.

Until “just this once” became the expectation.

Not every difficult client is the result of a boundary problem. Some clients really are just… a lot. 😅

But before you blame the client for crossing a line, it’s worth asking:

Did they cross it — or did we keep moving it?

There can be a strange tendency in business to treat “hard” like proof you’re doing it right.The packed calendar.The com...
08/13/2026

There can be a strange tendency in business to treat “hard” like proof you’re doing it right.

The packed calendar.
The complicated process.
The owner who still touches everything.
The long hours because “that’s what it takes.”

But easier doesn’t mean you’re cutting corners.

Sometimes easier means you finally built the process.

You finally delegated the thing.

You finally raised the price.

You finally stopped offering the service that made no sense.

You finally decided the business should work for you, too.

𝗬𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘄𝗮𝗶𝘁 𝘂𝗻𝘁𝗶𝗹 𝘆𝗼𝘂'𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝗵𝗮𝗿𝗱 𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝗺𝗮𝗸𝗲 𝗶𝘁 𝗲𝗮𝘀𝗶𝗲𝗿.

Pass it across the desk to someone who could use this reminder today.

There’s no shortage of “best practices” for running a firm.Niche down. Automate everything. Hire before you’re ready. Ne...
08/12/2026

There’s no shortage of “best practices” for running a firm.

Niche down. Automate everything. Hire before you’re ready. Never charge hourly. Do it this way. Never do it that way.

Some of that advice might completely change your business.

Some of it might be a terrible fit.

The goal isn’t to follow every best practice you hear. But it’s also not to keep doing something the same way simply because “that’s how we’ve always done it.”

Try things. Question things. Pay attention to what’s creating unnecessary friction.

Could this process be simpler?
Could this take less time?
Could the client experience be better?
Could your team do this without you?
Is this actually working—or are you just used to it?

Take the ideas that make your firm better. Leave the ones that don’t.

👇 What’s a “best practice” you’ve actually tried and decided wasn’t right for your firm?

Before you label them a “bad client”…did they know the rules?Sometimes a client really is a bad fit.But sometimes they’r...
08/11/2026

Before you label them a “bad client”…did they know the rules?

Sometimes a client really is a bad fit.

But sometimes they’re texting after hours because nobody told them not to.

Sometimes they’re sending documents late because no deadline (with consequences) was ever established.

Sometimes they keep asking for “one more thing” because the scope was never made clear.

Boundaries work a lot better when your clients know they exist.

So before the frustration builds, ask yourself:

Was the expectation actually communicated?

And if it was communicated clearly, repeatedly, and they’re still ignoring it?

Okay. Now we can talk about firing the client. 😏

“I don’t need more clients. I need better clients.”We heard this from a firm owner recently, and it’s an important disti...
08/10/2026

“I don’t need more clients. I need better clients.”

We heard this from a firm owner recently, and it’s an important distinction.

Because those are two very different problems to solve.

If you need more clients, you may need more visibility, more conversations, or more opportunities coming through the door.

If you need better clients, you may need to look at your positioning.

Who do you actually want to work with?

What work do you want to be known for?

What are you no longer willing to say yes to?

And what makes a client a genuinely good fit for your firm?

Before you put more energy into getting more leads, it’s worth asking:

Do you need more clients — or do you need better-fit clients?

This week's reminder came from one of our community members:"𝘓𝘪𝘴𝘵𝘦𝘯 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴. 𝘊𝘢𝘭𝘭 𝘵𝘩𝘦𝘮 𝘢𝘯𝘥 𝘢𝘴𝘬 𝘧𝘰𝘳 𝘙𝘌𝘈𝘓 𝘧𝘦𝘦𝘥𝘣𝘢...
08/03/2026

This week's reminder came from one of our community members:

"𝘓𝘪𝘴𝘵𝘦𝘯 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴. 𝘊𝘢𝘭𝘭 𝘵𝘩𝘦𝘮 𝘢𝘯𝘥 𝘢𝘴𝘬 𝘧𝘰𝘳 𝘙𝘌𝘈𝘓 𝘧𝘦𝘦𝘥𝘣𝘢𝘤𝘬."

It sparked a simple thought:

Your clients already know what they need.

The question is...

Have you asked them?

👇 What's one question you've asked a client that completely changed the way you run your business?

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