A Fast, Eye-Opening Look at the Financial Health of Your Business
What if you could instantly see exactly where your money is going—and whether your business is bleeding profit?
That’s the power of the Instant Assessment, a simple but game-changing tool from the Profit First system that we’ve rebranded just for you at North Okanagan Bookkeeping.
Whether you’re just getting started with Profit First or want to see how your current allocations stack up against industry benchmarks, this worksheet gives you a clear snapshot of your real revenue, owner’s compensation, operating expenses, taxes, and profit.
This free download will help you:
✔️ Understand where your cash is actually going
✔️ Identify if (and where) your business is bleeding money
✔️ Compare your allocations to healthy benchmarks for businesses your size
✔️ Know exactly what to increase or decrease to boost your profit
✔️ Take the first step in applying the Profit First method with confidence
“The Instant Assessment is one of the most practical starting points we use with our clients. It takes just a few minutes to complete, but the insights it provides can completely change how you manage your business’s money.”
— Jodi Bariesheff, Certified Profit First Professional
Download the assessment below and see exactly what your numbers are trying to tell you. If you’d like support reviewing your results or applying Profit First to your business, we’re here to help.