Finance & Money · Self-paced course
Profit First Cash Systems
Set up a simple percentage-based cash allocation system with separate accounts so profit, taxes and owner pay are set aside before expenses.
$350
One-time payment · Self-paced course · 6 modules · 18 lessons
Enroll now — $350Read a free preview lesson
What this is
Many owners look at a single bank balance and guess what they can spend. Percentage-based allocation systems flip that habit: each time money comes in, a set share is moved to accounts for profit, owner pay, taxes and operating expenses. This course teaches you how to design and run a cash allocation system of that kind for your own business, starting with realistic percentages and adjusting over time. It is an independent course and not affiliated with any branded methodology. You finish with an account structure, starting percentages and an allocation routine.
You work through it at your own pace, lesson by lesson, applying each exercise to your own situation. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
What you will be able to do
- Understand how percentage-based cash allocation works
- Assess your current revenue, expenses and owner pay
- Set up a practical structure of bank accounts
- Choose realistic starting allocation percentages
- Run a regular allocation routine and quarterly review
The curriculum
Why Cash Feels Chaotic
- Why Profit Disappears
- Profit as a Habit
- Cash Versus Accounting Profit
Assessing Your Starting Point
- Your Real Revenue
- Current Allocations
- Choosing Targets
Account Structure
- Separate Accounts
- Opening and Naming Accounts
- Keeping It Simple
Setting Percentages
- Starting Percentages
- Moving Toward Targets
- Tax Set-Asides
The Allocation Rhythm
- Allocation Days
- Doing the Transfers
- Using the Profit Account
Troubleshooting
- When Operating Cash Is Tight
- Irregular Income
- Quarterly Check-ins
This is for you if…
- Your business makes sales but profit never seems to appear
- You want a simple account structure for cash
- You want to set aside money for tax, owner pay and profit
- You want a regular cash review rhythm
What you get
- 6 modules and 18 lessons, self-paced
- A short practical exercise at the end of every lesson
- A free preview lesson so you can check the format before you buy
- Access in your CourseVu account after a one-time payment
- A clear, ordered path from the fundamentals to applying the skill in your own work
Questions
Do I need any experience to start?
Small business owners, freelancers and solo operators who want a clearer, calmer way to manage business cash. You will need access to your recent bank and revenue history.
How long does it take?
It is self-paced. There are 6 modules and 18 lessons, and you can move through them as quickly or slowly as suits you.
Can I see a lesson before I buy?
Yes. Use the "Read a free preview lesson" button to open a full lesson from the course before you enroll.
Does this promise income or business results?
No. It is educational content only, not financial, tax, legal or investment advice, and it does not promise any financial result. For decisions about your own situation, speak to a qualified professional.
Does this include a certification or credential?
No. This is a practical skills course for your own learning. It does not award a certification, licence or professional credential.
Educational content only. No income, revenue or earnings results are promised or implied. What you get out of this depends entirely on your own effort, circumstances and market. Earnings disclaimer.