Aligned CFO
Transform the Way You Run Your Business with Profit First
Running a business takes guts, passion, and smart financial strategies. But if you’re like most small business owners, you didn’t start your company to become a bookkeeper. You want to serve your clients, do what you love, and make a great living doing it. Aligned CFO Services can help you do that by implementing a proven Profit First system to put more money in your pocket and help your business thrive.
Why Profit First Matters
Let’s face it: Most business owners pay themselves last. Revenue comes in, expenses go out, and you’re left hoping there’s enough left over. While logically accurate, that old formula (Sales – Expenses = Profit) does not account for human behavior and leaves you stressed, reactive, and often stuck. Profit First flips that equation.
The Profit First Process
Two Ways to Get Started
1.
VIP Day Profit Maximizer – One Day. Big Results.
Pressed for time? A quick learner? Are you ready to get your business finances on track in the quickest yet most efficient way possible?
Our One-Day VIP Profit First Program, based on our 12-week program, is designed for entrepreneurs who want to move fast and start seeing results now. You’ll spend a focused, strategic day with Stacy and our expert team as we guide you step-by-step so your business can implement Profit First – all in one day!
We will guide you through the review, setup, and execution of the Profit First program for your business, including:
- Setting up the right bank accounts
- Allocating percentages
- Cutting operating expenses
- Reducing your debt
- Finding money within your business
- And so much more!
Spend a day with us!
2.
12-Week Profit First Implementation Startup Plan
Prefer to go step-by-step with guidance and support? Our 12-week Implementation Program gives you time to fully integrate the system into your business, with coaching, accountability, and expert oversight.
Each week, you’ll implement part of the Profit First strategy designed to help you shift your mindset, build better habits, and start paying yourself with confidence.
What’s Included:
- A Profit First assessment to break down your current spending
- Analysis of your ideal percentages based on business size
- A rollout plan to transition from current to target allocations
- A custom Google Sheet to track allocations and distributions
- 1:1 coaching on AR/AP, profit margins, vendor costs, and ROI
- Eight 1-hour strategy calls with Stacy and her team
- Unlimited email support with 24-hour response times
- Two post-program check-ins at 30 and 90 days
Let’s make profit your new normal.
Which Program Is Right for You?
VIP Day Profit Maximizer
Best For Fast Learners & Time-pressed Entrepreneurs- 1-day in-person intensive + follow-ups
- Initial Assessment Included
- Target Allocation Analysis Included
- Roll-Out Plan: Same-day setup
- Bank Account Setup Guidance Included
- Bi-Monthly Allocation Training Covered in VIP Day
- 1:1 Coaching: Intensive in-person session
- Ongoing Email Support: 2-week check-in + quarterly follow-up
- Post-Program Check-ins: 2-week + quarterly call
- Additional Business Coaching (AR/AP, ROI, etc.): Light touch
12-Week Profit First Program
Best For Business Owners Wanting Steady, Ongoing Support- Weekly 1:1 coaching over 12 weeks
- Initial Assessment Included
- Target Allocation Analysis Included
- Roll-Out Plan: Phased implementation plan
- Bank Account Setup Guidance Included
- Bi-Monthly Allocation Training Covered in detail over time
- 1:1 Coaching: Eight 1-hour virtual sessions
- Ongoing Email Support: Unlimited email support for 12 weeks
- Post-Program Check-ins: 30-day + 90-day check-in calls
- Additional Business Coaching (AR/AP, ROI, etc.): Deep dive + tailored guidance
No matter your pace, we’ve got your path to profit.
Our Step-by-Step to Your Profit
Here’s what to expect when you partner with Stacy Lang to apply your Profit First principles.
Discovery Call
Profit Assessment
System Setup
Implementation and Coaching
STEP #5
Ongoing Support
Stay supported with check-ins, adjustments, and next-level financial strategy.
about us
Want to Learn More About Profit First?
Get the Book
Download the First Chapter FREE
Watch Stacy’s Profit First Videos
Profit First FAQ’s
Certified. Experienced. On Your Side.
Aligned CFO is proud to be one of the select few Master Certified Profit First Professionals in the world. With more than 15 years in business in Phoenix, Arizona, and a passion for helping small business owners succeed, we bring technical expertise, as well as kindness, compassion, and strategy, that helps you sleep better at night.
As a women-owned, CPA-led firm, we don’t just manage your books. We empower you to take control of your finances and build a business that works for you. We have helped countless entrepreneurs, from therapists and coaches to consultants and educators, gain financial clarity, reduce stress, and finally pay themselves what they’re worth.
Hear how Stacy implemented Profit First and transformed her business.
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Signing up for the Aligned CFO newsletter gives you more than reminders and tax tips. It’s your VIP pass to actionable advice tailored to service-based entrepreneurs and growing teams. We ask you to specify your type of business so we can provide the information you need most. It’s an email you’ll actually look forward to opening!
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