About Us
“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi
Lori Mercaldi
Profit & Tax Planning Strategist
Certified Profit First Professional
Enrolled Agent (EA)
Chartered Financial Consultant (ChFC)
Retirement Income Certified Professional (RICP)
As a financial, retirement and tax planner, I already had a long-term focus for my business clients, but how could I add cash flow planning that would add more value and maximize profitability for them? After reading the book Profit First by Mike Michalowicz, I could see how this methodology could help our clients.
Going through the Profit First Professionals Certification process, I learned how to implement it in my own firm. After all, we had to “practice what we preach” if we were going to set it up for our clients. At the end of the first quarter, I could see the rhythm of the cash flow going in and out, and I had more clarity than ever in my own business.
We can do the same for you!
Mike Michalowicz
Advisor & Lead Profit First Strategist
at Profit First Professionals
Author of:
The Toilet Paper Entrepreneur, The Pumpkin Plan, Profit First, Surge, Clock Work, Fix This Next, Get Different
Mike is the entrepreneur behind three multimillion-dollar companies and is the author of Profit First, The Pumpkin Plan and what BusinessWeek deemed the entrepreneur’s cult classic, The Toilet Paper Entrepreneur. He is a former small business columnist for The Wall Street Journal, speaks internationally on entrepreneurial topics, and is the creator of the Profit First method.
“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi