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Boost Insurance Agency Growth with Profit First Strategies

Boost Insurance Agency Growth with Profit First Strategies

by Larissa Summers | Nov 1, 2024 | Profit First

Ask Donna “I want to grow, but I can’t raise my rates” Note From Larissa For Donna… Hey everyone! We’re hoping to get these segments out in video format soon! If you would like to submit a question for Donna reach out to us through emails...
Customizing Your Profit First Accounts for Financial Clarity

Customizing Your Profit First Accounts for Financial Clarity

by Donna Lim | Feb 20, 2020 | Business Planning, Organize, Profit First

In the beginning of Profit First, Mike Michalowicz suggests that you set up these 5 accounts: Income Profit Owner’s Compensation Taxes Operating Expenses These accounts are meant to help you manage your business’ finances at a glance without the need for an up to date...

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