Profit First Simplified DIY!

Make your business truly profitable today!


It's time to take back your profit like never before!

{Without sifting through endless financial advice, bank statements, or losing your mind}

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Ready to dive right in?

You’ve been around the budget block a time or two.

You’ve tried those online budget-balancing tools more times than you can count.

You even got creative and are now using a mish-mash of a few budgeting concepts, some financial tips and the ever popular bank balance accounting act.

But you still aren’t seeing the needle move when it comes to profit.

Late payments and missed dinners aren’t what you pictured in your “financial freedom” story.

Wanna know a major problem with those traditional budgeting tools?

They use the traditional accounting formula we’ve all been conditioned to accept:


What if, instead, you can become permanently profitable?

It’s possible. How?

By using the Profit First method created by Mike Michalowicz. (The Profit First way has led over 500,000 businesses out of paycheck-to-paycheck survival.)

And it’s all because of this simple (yet powerful) formula.

profit first

Yes, yes. You’re nodding. You already know about Profit First. You’re sold on the idea.

Sales - Profits= Expenses. Perfection.

The thing is, you’ve tried implementing it, and…it’s overwhelming.

• You aren’t sure where to start.
• You’re not convinced 5 bank accounts can make that much of a difference.
• Or you feel like it may limit you on how much you can spend in your business

You’ve seen the concept:

allocation flow

But there are a lot of colorful moving parts there. How do you implement it?

You hear other business owners talking about Profit First and how it changed everything, but you don’t have the time to mess around with percentages and data.

You’ve promised yourself that you would “get it together” so that when you meet with your accountant for tax time you won’t lose sleep over your profit & loss statements.

But how can you implement Profit First when you are doing all the billing, ordering, customer service, admin AND trying to keep things going so that the single mother you’ve hired doesn’t become a statistic in the 2024 Recession Layoff Report.

Take a deep breath.

It’s not too late to join the 500,000+ businesses that are succeeding with Profit First and start turning things around.

introducing profit first simplified

Profit First Simplified is your fast track to getting back in the CEO chair (to make confident, budget-wise decisions again).

Discover how the step-by-step modules, Profit Planner, and Profit Playbook SIMPLIFY everything you need to fully leverage the Profit First method.


"This program truly couldn't be named better - Profit First Simplified is exactly what it is! Profit First is amazing, however, can feel a bit daunting to implement by yourself. The methods and tools in Profit First Simplified are the bridge between confusion and clarity. I seriously am in love!

The assessment and planner tool is so easy to use, yet so thorough that you can’t miss anything, and actually makes distributions fun. After using it, I could see where I needed to cut and take actionable steps. This tool is a game changer. Thank you so much for creating Profit First Simplified! I can’t thank you enough." 

Holly Cain
Founder and Director of Operations
Prosper Collective

Biggest Profit Win: Down-Payment on my Mortgage

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A training series and success tracker that will fast track your Profit First journey (and wins!) – and includes everything needed to assess, plan for, and fully leverage the Profit First method.

What's Inside..


Including everything needed to assess, plan for, and customize Profit First to your biz.

Profit Planner

Transform the trajectory of your business with our proprietary success tracker, which automates & tracks your entire plan so you don't leave any profit on the table. Experience invaluable growth in these areas: 

✔️ Improved money mindset and habits

✔️ Time-savings from the spreadsheet analysis and automations

✔️ Deeper knowledge of how Profit First helps the different phases of your business

✔️ Savvy ways to repeat your WINS time and time again (this spreadsheet does the heavy lifting for you, throughout the entire plan).

Simply grab your latest profit and loss statement, fill out a handful of fields, and get ready to make Profit a habit!

BONUS - Profit First friendly banks cheat sheet - not all banks are created equal when it comes to the Profit First method. You will want to work with a bank that is familiar with how this system works. These banks are already vetted and ready to set up the recommended banking structure for you


Step by Step Video Tutorials

getting started

Stop sifting through endless financial advice, credit card statements, complicated math, etc…and have an easily repeatable Profit First process. We’ll show you exactly how to: 


✔️Get started with Profit First

✔️Set up your Success Tracker (aka super fancy Google Sheet)

✔️Quickly and easily assess your current Profit numbers

✔️Create your custom Profit First rollout plan

✔️Fully implement your plan, down to the exact distributions


Everything from start to finish is covered in these simple and straightforward videos that will work whether you’re newer in business or cleaning up your finances. No crazy long tech videos  - each video is under 15 minutes - exactly why we call it Profit First Simplified!


BONUS - Wondering what to do next after you complete your first quarter with Profit First Simplified? We've got you covered with a quarterly workbook.

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Take back your profit with
proven systems!


  • 4 Step-by-Step Guided Modules ($997 value)
  • Profit Playbook ($397 value)
  • Profit Planner ($297 value)
  • Bonus 1: Quarterly Workbook ($297 value)
  • Bonus 2: Bank Cheat Sheet ($197 value)
  • Valued at Over $2,000

Yours for $297

You can succeed with Profit First
(even if accounting isn’t your love language)

With Profit First Simplified you can:

✓ Pay yourself more (and more consistently)

✓ Scale without risking your financial freedom (or your sanity!)

✓ Implement your own, custom fit, Profit First system with more ease

✓ Make your NEW Profit habit a REALITY with any stage of business (Just choose your desired settings and your entire plan is calculated for you)

✓ Take more family vacations, build wealth, and finally be that friend who covers the dinner bill!


"I had read Profit First and was eager to try it out, so I contacted Jenni. It immediately targeted where we could improve and has transformed our company over the last 1.5 years. I’m really excited about continually growing with Profit First - it has even solidified our franchising plans for the near future.

If anyone is doubting whether or not to implement Profit First Simplified - whether you're just getting started or a business that's thriving and already making a profit, I believe the methods in there can benefit anyone. So check it out - I'm definitely going to continue with Profit First and Jenni!"

DJ Profit
Founder and CEO
Elite Ops Exterminators™

Biggest Profit Win: A tropical cruise with his wife

Profit First is for you if...

✓ Payroll is this Friday, and you’ve got the night sweats again

✓ No matter how much you earn, you're still not paying yourself (aka CEO-poverty)

✓ You desire to scale, but don’t think your cash flows can keep up

✓ You know there is a better way - a path that allows for more freedom and family time

✓ You're ready to implement Profit First and want to feel supported along the way

Recession proof your business

It’s time to crush this next economic cycle and avoid empty bank accounts forever.

You can have your profit guaranteed.

And it doesn’t need to be super complicated to be life-changing.

We get it.

Hi there,  we’re Jenni & Kelsy.


(And coffee - it’s pretty great too.)

And we know that trying to be profitable can feel like … a lot.
Because we’ve been there.

My first seven years in business, this numbers gal (Jenni) wasn't paying herself anything, let alone feeling ready for tax time. And now? I take a healthy profit and have zero worries at tax time.

jenny and kelsey2

Over the years I’ve learned that it’s not about how much revenue you earn, but about how much money you keep in your own pocket. I believe in Profit First so much that I want to share it with the world –

– so I partnered with Kelsy Schmidt of Innowik®  -  a tech expert and Director of Operations who works with high-level businesses identifying the profit drains and drivers of their business so they can pursue profit on purpose.

She’s a master of data audits, metrics identification, KPI dashboards, and custom profit creation strategy. Kelsy did the tech work for the Profit Planner spreadsheet that truly allows you to use Profit First in an extremely simplified way.

After a combined decade of using Profit First, and countless client success stories later, we know that small shifts over time are the best way to re-write your financial story.

If you are ready to breathe new life into your business (and bless others along the way), it’s time to start your own Profit First journey. And there's no need to do it alone or worry about your sacred financials facing judgment. 

testimonial 1

"We implemented Profit First Simplified straightaway, and now I don’t even have to think about it! Using the guides and everything from your training made the process stress-free, and of course I enjoy seeing the direct connections between my efforts and my pay."

Ryan Schmidt
Founder and CEO
House and Turf™

Biggest Profit Win:  An amazing deal on a pair of used Jet Skis!

"We will absolutely be using Profit First in everything we do moving forward. I've gained a new level of confidence and an expanded vision from using the Profit First method, especially with the support from Jenni! Not only have we grown our business- our family has been able to invest in personal aspirations- such as our health, passion projects, our Vegas wedding, and even a family trip to Six Flags!"

Isaac Clark
Director of Operations
911 Restoration

Biggest Profit Win:  December wedding in Las Vegas fully funded!

Isaac Picture

The faster you act, the faster you can become permanently profitable

You Asked, We Answered

All throughout the Profit First Simplified program, we do much more than just guide you through the book.  Actually, we recommend reading or listening to some of the book in prep for our time together (so you can understand why it’s so beneficial). With Profit First Simplified you get these additional benefits: live coaching with Jenni and Kelsy, the Profit Planner, which literally makes all the necessary calculations for you, and other materials such as the quarterly workbook - which means Profit First Simplified will be working in your business for years to come!   


We know what it feels like waking up to an empty bank account. Traditional accounting methods are holding wayyy too many service providers and businesses back.

We’re here to change the status quo. But we can’t do it alone. We believe that YOU have what it takes to make this change (that’s why you’re here, right?!), and you just need a great support system to help you shift the momentum.

In just a few minutes you’ll have access to everything you need to dive right in. 

In fact, you could have your new profit plan ready by tomorrow. We can’t wait to see how this transforms your legacy!


jenni + kelsy celebration large

Ready to take back your profit now?!

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  • 4 Step-by-Step Guided Modules ($997 value)
  • Profit Playbook ($397 value)
  • Profit Planner ($297 value)
  • Bonus 1: Quarterly Workbook ($297 value)
  • Bonus 2: Bank Cheat Sheet ($197 value)
  • Valued at Over $2,000

Yours for $297

Have any questions? Send an email to