Profit First Instant Assessment

Top Line Revenue *

All incoming revenue

Materials & Subcontractors *

Expenses directly related to the production of income. NOTE: This should include Contract Labor, not Employees. Only enter amount if it is 24% or more of your Top Line Revenue

Current Profit *

This amount may be a positive or negative number.

Current Owner's Compensation/ Pay *

This amount may be a positive or negative number.

Current Expenses *

This is the amount you spent on Operating Expenses. It should be whatever is left after you paid the owner and set any savings aside.

Current Tax Reserves *

This is the amount that you have set aside to pay quarterly taxes.

Company Name

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Profit First Instant Profitability Assessment

Top Line Revenue *

Materials & Subcontractors *

Current Profit *

Current Owner's Compensation/ Pay *

Current Expenses *

Current Tax Reserves *

First Name *

Last Name *

Company Name

Get your Instant Assessment Report*