Profit First: Instant Assessment & CAP/TAP

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Want to implement Profit First in your business but have no clue where to start? In this video, I walk you through the Instant Assessment and help you get on track to figure out your Target allocation Percentages.

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Wow thank you so much for this video and excel template! Very nice of you to go out of your way to share this.

liam
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This is SO helpful. My husband has his own business and all of the money goes in and out of one account so its hard to say what we have paid ourself and what our profit is…. But I think I understand better what to do from your video. I am reading the PF book and needed a little more guidance on this spreadsheet. Your explanation was perfect!!! 🎉

hopehavens
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Hi! Unfortunately I cannot get to your website. Are you able to post the spreadsheet here? Thank you!

WilliamDowers
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Thanks so much. The only problem I found is i cant not choose how much tax I have to paid. How you do that?

habitabio
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where can i get this download to use on my computer?

BreadByHope
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Could you make your sheet shareable ??

MinnieOnCam