Cash Flow Management
Introducing our 'Cash Flow Management System,' a robust tool designed to elevate the financial stability and success of your trucking business. With the innovative Profit First cash flow management system, you'll gain clarity on your financial transactions. Upon enrollment, you'll receive an Introduction to Profit First and a complimentary Profit First Book to initiate your journey. Our Profit First Instant Snapshot provides an annual overview, complemented by unlimited access to Profit First University's video training. The comprehensive Profit Strategy Blueprint, featuring Quarterly Profit Reviews, ensures alignment with distribution goals. The Year End Profit Review entails a thorough financial and profit assessment, guiding the creation of a new Profit Strategy Blueprint and goal planning. Monthly and Quarterly Strategy Meetings fine-tune strategies through in-depth reviews of financial reports. Semi-Annual Financial Reviews provide continuous monitoring and support for allocation adjustments. With our 'Cash Flow Management System,' you'll receive comprehensive coaching to master your cash flow and propel your trucking business toward enduring financial success.
Cash Flow Management
Choose your level of service: See details below.
Included Services
First Class
Freedom
Flex
Perform 10/25 allocation
Quarterly Profit Reviews - Profit Strategy Blueprint Review & Profit Distribution
Kick-Off meeting
Continued expense monitoring/input/advice
Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning.
Full On PFP Coaching
Conduct Quarterly Strategy Meeting- Financial Reports Review
Two week check in (schedule to be on the phone for first allocations)/empowerment call
Continued assistance with 10/25 allocation
Semi Annual Review of financials
Unlimited access to Profit First University. The same video training used for members.
Assistance with 10/25 allocation (make sure I ask how does that feel?)
Profit First Complete Profit Strategy Blueprint
Conduct Monthly Strategy Meeting- Financial Reports Review
Access to online 10/25 allocation calculator
Introduction to PF- PDF of core 5 chapters
Profit First Instant Snapshot Annually
Monthly/weekly Strategy Meeting- Goal Setting for TAPS
Introduction to PF- Free Profit First Book
Choose your level of service:
$400
Weekly, starting at
For those with at least 3 trucks who are in the process of implementing various systems in their business like ELD, CSA, profit management, etc
$400
Weekly, starting at
For big trucking companies with a substantial fleet of trucks, who are dealing with a high level of compliance and regulations.
$400
Weekly, starting at
For those just getting started in the trucking business or thinking about starting soon, and only operating with only 1 or 2 trucks