Make Profit First stick, for $49 a month.
You've seen what Profit First can do for your business. The Community gives you the tools, step-by-step videos and monthly support to put it in place yourself, and keep it running every month.
- 30-day money-back guarantee
- Cancel anytime
For owners who'd rather do it themselves
- Want to pay themselves consistently and stop guessing what they can afford
- Are tired of tax-season surprises
- Want profit set aside first, not hoped for at year end
- Prefer to do the work themselves, with a proven system and expert backup
Everything we use with our own clients, ready for you today
- 01
Setup kit
Get your Profit First bank accounts open and automated in an afternoon, with a checklist and a script for talking to your bank.
- 02
Allocation planner and calculator
Know exactly how much goes to profit, owner's pay, tax and expenses, and raise those amounts step by step each quarter.
- 03
Step-by-step video library
Short videos (5–10 minutes each) walk you through every part of the system, any time you need a refresher.
- 04
Allocation-day reminders
Pick your rhythm (weekly, the 10th & 25th, or monthly) and get a 7am email with a 5-minute checklist on each allocation day, so the habit sticks.
- 05
Monthly live Q&A with Ben
Bring your questions to a group call each month and get expert answers. Can't make it? Watch the recording.
- 06
Tax and owner's pay planners
Set money aside for taxes as you go, and pay yourself on purpose.
- 07
Expense and debt worksheets
Find costs to cut and build a plan to pay off debt without starving the business.
Open your accounts this week. Keep the habit for good.
Open your accounts
Follow the setup kit and bank script. Most members finish in an afternoon.
Set your starting percentages
Rerun your Instant Assessment and choose allocations you can actually hold.
Run allocation day
Weekly, the 10th & 25th, or monthly. A 7am reminder brings the 5-minute checklist and your calculator.
Bring questions to Ben
Join the live Q&A, or send questions ahead and watch the recording.
Join The Ledge Community
- 30-day money-back guarantee. If it's not right for you, ask for a full refund within 30 days.
- Cancel anytime. No contracts. Manage your plan from your account page.
- Your fees count toward an upgrade. Decide within 6 months that you'd like Ledge Strategy to run Profit First with you, and we'll credit your first 3 months of fees toward onboarding.
Questions & answers
Member questions are answered on the monthly live call, so everyone benefits from the answers.
Rather have Ledge run it for you?
Our done-for-you Profit First service handles the setup, allocations and quarterly reviews with you.