Increase your profitability and grow your business:

The Profit Blueprint will teach you how to implement a simple cashflow management system based on the book Profit First. Our system helps you ensure that you have the cash to pay yourself, your taxes, and a profit distribution every quarter.

WHO WE HELP

The Profit Blueprint is for you if:

  • You want to understand your finances without digging through mountains or reports or getting an accounting degree

  • You’re tired of feeling alone, lost, and stressed when it comes to your numbers

  • You want to understand where your money is going and how you can keep more of it in your pockets

  • You’re tired of not being financially rewarded and/or struggling to pay yourself enough to cover your bills, even though you spend so much time working on your business

  • You want a clear system to manage your business’ finances so that you don’t have nightmares anymore

The Profit Blueprint is NOT for you if:

  • You don’t like following systems and aren’t willing to implement one in your business

  • You won’t cut expenses, even if it’s the best next step

  • You prefer to keep generating sales and not having anything to show for it

  • You’re allergic to profit (and/or paying yourself)

WHAT IT HELPS YOU WITH

The Profit Blueprint will help you:

  • Implement the Profit First system, so that over time you can have more cash than you know what to do with

  • Finally get paid appropriately as the owner of the business

  • Use part of your profits to celebrate and reward yourself each quarter for all the hard work you’ve done

  • Generate more cash than you spend, and give every single dollar a purpose

  • Leverage your current habits (including making decisions based off of what’s in your bank account) rather than fighting (and failing) to change them

  • Understand the flow of money in & out of your business and create a scoreboard so you have a plan to win

  • Have an unbiased expert available to answer your questions about money and implementation

  • Save for the inevitable future emergency so that you won’t panic when a storm hits

  • Achieve what formerly felt impossible by using long-term planning tools to see how big your business could grow

  • Increase the long-term value of your business, which allows you to borrow more or sell the business for a higher multiple

Press Play to Learn More About the Curriculum

WHAT YOU'LL LEARN

See What's Inside Each Module - If you want to get a feel for what the videos are like, click on any lesson labeled "Free Preview" to create a free account with access to all free full-length video lessons

  • 1

    Welcome to The Profit Blueprint!

    • Meet Your Instructors + Course Overview
  • 2

    Module 1

  • 3

    Module 2

    • Welcome to Module 2!

      FREE PREVIEW

    • Do You Have a Plan?

      FREE PREVIEW

    • The Ferrari with a Flat Tire (The 7 Areas of Your Life)

    • Activity: The 7 Areas of Your Life Worksheet (Part 1)

    • Setting Life Goals

    • Activity: Set 3 Goals (Part 2)

    • How Much Does Your Lifestyle Cost?

    • Activity: Cost of Living Calculator (Owner's Comp Part 1)

    • Activity: Personal Income Targeting (Owner's Comp Part 2)

    • The Different Hats in Your Business (Loves & Drains)

    • Activity: Loves & Drains

    • Your Mission, Values, and Purpose

    • Activity: Mission Values Purpose Exercise
  • 4

    Module 3

  • 5

    Module 4

    • Welcome to Module 4!

      FREE PREVIEW

    • The 5 Core Profit First Bank Accounts

    • The 5 Accounts Demonstrated

    • 2 More PF Accounts

    • Extra PF Accounts

    • Activity: Calling the Bank Worksheet

    • Creating Your Roll Out Plan

    • Activity: Roll Out Plan Worksheet

    • Finding Your Allocation Rhythm

    • Activity: Allocation Rhythm Worksheet

    • Once a Quarter: Taking Your Profit Distribution!

    • Activity: Bank Tracking Sheet

    • The Key to Understanding Your Finances: Your Scoreboard

    • Activity: Scoreboard Sheet
  • 6

    Module 5

    • Welcome to Module 5!

      FREE PREVIEW

    • Navigating Shameful Topics - Hearing from 2 Experts

    • Brene Brown's Take on Shame

    • Mike's Bankruptcy Story

    • How to Approach Paying Off Debt

    • Method 1: The Snowball Method

    • Method 2: The Avalanche Method

    • Activity: Debt Assessment Table

    • Different Types of Expenses

    • Activity: Expenses Assessment

    • Activity: Expenses Assessment Example with Data
  • 7

    Module 6

  • 8

    Module 7

  • 9

    Module 8

    • Welcome to Module 8!

      FREE PREVIEW

    • The 80/20 Principle

    • The Math of Your Business

    • The 2 Cashflow Planners

    • Activity: 13 Week Cashflow Planner

    • Activity: Monthly Cashflow Planner

    • What Part of Your Business Is Most Profitable?

    • Activity: Net Profit Calculator

    • Is This Capital Expenditure Worth It?

    • Activity: Can I Afford This? Calculator Part 1

    • Is This New Employee Worth It?

    • Activity: Can I Afford This? Calculator Part 2

    • Which Would You Choose (Magical Penny)?

    • Activity: Future Growth Calculator
  • 10

    Module 9

  • 11

    Module 10 - PF with Mike Michalowicz

Press Play to Learn More About the Different Plans

HOW IT WORKS: 3 DIFFERENT PACKAGES

THE PROFIT BLUEPRINT VIP - $4997 (Done-With-You + Personalized Support)

The Profit Blueprint VIP gives you everything you need to transform your profitability. 

Perfect for busy business owners who want to increase their profitability, but cringe at the sight of a financial report and the thought of doing it alone.

It Includes:

  • Video Content: 9 training modules with multiple videos and spreadsheets to help you implement Profit First.
  • Analytical Tools: Calculators and planners to help you understand your numbers and track your progress.
  • Food for Thought: Journal prompts to help you work on your business instead of in your business.
  • Profit First Toolkit: The tools you need to implement Profit First and go beyond the book.
  • Support: In-course Q&A channels to answer your specific business questions.


Rocky and Geeta will provide the following to help you correctly implement Profit First and grow your business:

  • Video Calls: Want face-to-face time with experts during this stage of your profitability journey? Rocky and/or Geeta will have four 1-on-1 calls with you over eight months to discuss each of the items below.
  • Done-With-You Scoreboard: Don’t have an easy way to know how your finances are doing, and creating one seems overwhelming? Rocky and/or Geeta will create your personalized dashboard and profit projections with you during the 4 calls.
  • Done-With-You Rollout Plan: Not sure about the best plan of action for your business? Rocky and/or Geeta will create your Profit First Rollout plan with you during the 4 calls.
  • Done-With-You Advanced Cashflow Planner: Not sure where to start when it comes to figuring out how much cash is coming in? Rocky and/or Geeta will customize the Cash Flow Planner in the course to suit your specific situation (if needed).
  • Specific Feedback: Tired of doing this alone? Rocky and/or Geeta will provide comprehensive, personalized feedback to you to show you what’s working and what isn’t.
  • Support: Not sure if you’re implementing correctly? Rocky and/or Geeta will provide email support and review of your plan for 8 months.

THE PROFIT BLUEPRINT PRO - $3297 (Review Your Work With an Expert)

The Profit Blueprint Pro also gives you everything you need to transform your profitability. However, Rocky and Geeta will only provide feedback on the work you've done. They will NOT do the work with you.

Perfect for the DIY business owner who want additional support to make sure they're implementing Profit First correctly and growing their business profitably.

It Includes:

  • Video Content: 9 training modules with multiple videos and spreadsheets to help you implement Profit First.
  • Analytical Tools: Calculators and planners to help you understand your numbers and track your progress.
  • Food for Thought: Journal prompts to help you work on your business instead of in your business.
  • Profit First Toolkit: The tools you need to implement Profit First and go beyond the book.
  • Support: In-course Q&A channels to answer your specific business questions.


Rocky and Geeta will provide the following to help you correctly implement Profit First and grow your business:

  • Video Calls: Want face-to-face time with experts during this stage of your profitability journey? Rocky and/or Geeta will have two 1-on-1 calls with you over four months to review each of the items below.
  • Scoreboard Review:  Want an expert to check your work? Rocky and/or Geeta will look over your scoreboard to make sure that your numbers are in the right place.
  • Rollout Plan Review: Want an expert to ensure you’re on the right track? Rocky and/or Geeta will ensure you’ve chosen reasonable, obtainable goals based on your current situation.
  • Generalized Feedback: Not sure if you’re on the right track? Rocky and/or Geeta will provide generalized feedback about the work you’ve done and a brief review of your business.
  • Support: Not sure if you're implenting correctly? Rocky and/or Geeta will provide email support and review of your plan for 4 months. 


Rocky and Geeta will NOT provide the following to help you correctly implement Profit First and grow your business:

  • Done-With-You Scoreboard: Don’t have an easy way to know how your finances are doing, and creating one seems overwhelming? Rocky and/or Geeta will create your personalized dashboard and profit projections with you during the 4 calls.
  • Done-With-You Rollout Plan: Not sure about the best plan of action for your business? Rocky and/or Geeta will create your Profit First Rollout plan with you during the 4 calls.
  • Done-With-You Advanced Cashflow Planner: Not sure where to start when it comes to figuring out how much cash is coming in? Rocky and/or Geeta will customize the Cash Flow Planner in the course to suit your specific situation (if needed).
  • Specific Feedback: Tired of doing this alone? Rocky and/or Geeta will provide comprehensive, personalized feedback to you to show you what’s working and what isn’t.

THE PROFIT BLUEPRINT DIY - $1997

The Profit Blueprint DIY also gives you everything you need to transform your profitability. However, Rocky and Geeta will only be available to you via the course Q&A channels. They will NOT do the work with you or check the work you've done.

Perfect for the DIY, budget-conscious business owner that will put the extra time and effort into doing it themselves.

It Includes:

  • Video Content: 9 training modules with multiple videos. and spreadsheets to help you implement Profit First.
  • Analytical Tools: Calculators and planners to help you understand your numbers and track your progress.
  • Food for Thought: Journal prompts to help you work on your business instead of in your business.
  • Profit First Toolkit: The tools you need to implement Profit First and go beyond the book.
  • Support: In-course Q&A channels to answer your specific business questions.


Rocky and Geeta will NOT provide the following to help you correctly implement Profit First and grow your business:

  • Video Calls: Want face-to-face time with experts during this stage of your profitability journey? Rocky and/or Geeta will have four 1-on-1 calls with you over eight months to discuss each of the items below. 
  • Done-With-You Scoreboard: Don’t have an easy way to know how your finances are doing, and creating one seems overwhelming? Rocky and/or Geeta will create your personalized dashboard and profit projections with you during the 4 calls. 
  • Done-With-You Rollout Plan: Not sure about the best plan of action for your business? Rocky and/or Geeta will create your Profit First Rollout plan with you during the 4 calls.
  • Done-With-You Advanced Cashflow Planner: Not sure where to start when it comes to figuring out how much cash is coming in? Rocky and/or Geeta will customize the Cash Flow Planner in the course to suit your specific situation (if needed).
  • Personalized Feedback: Tired of doing this alone? Rocky and/or Geeta will provide comprehensive, personalized feedback to you to show you what’s working and what isn’t.
  • Support: Not sure if you're implementing Profit First correctly> Rocky and/or Geeta will provide email support and review of your plan for 8 months.

Testimonial

"After completing the Profit Comes First ‘The Profit Blueprint’ Course, I would definitely recommend this for business owners because it provides simple, clear information that is needed to start and grow a business. 

Owning your own business can be overwhelming because it requires knowledge in so many areas. As I worked through the modules, it reassured me where I already had healthy practices or mindsets, which created more confidence and excitement.  

Additionally, the experience demonstrated opportunities for improvement in my business strategies, which included resources to download that I could personalize for the specific needs of my business. 

We have personally transitioned from a hobby level business where we were left wondering how to make decisions about our business to understanding how much to pay ourselves and how to navigate the decisions as we grow as a business. 

Rocky’s business experience and ability to deliver clear and simple information is an asset for businesses as they strive to implement strategies using the Profit First principles."  A.D.

NEXT STEPS (GET STARTED)

If you’re a small business owner who is ready to take a leap in your profitability journey: The Profit Blueprint can help you understand where your money is going, receive an appropriate salary from your business, and build a reserve fund to weather storms.

Select a payment option below to secure your access to The Profit Blueprint.

This program is a self-paced course, and you will have unlimited access.

P.S. – You can always add on additional support from us later if you need it by upgrading to the next tier.

  • $4,997.00

    The Profit Blueprint VIP

    Purchase

  • $3,297.00

    The Profit Blueprint Pro

    Purchase

  • $1,997.00

    The Profit Blueprint DIY

    Purchase

100% Risk Free

If you’re on the fence, remember: The investment in this course is tax deductible! Treas. Reg 1.162-f(a)(1) & Treas. Reg 1.162-5(a)(2) of IRS Code allows you to deduct this expenditure from your taxes. And if you’re not satisfied, we’ll refund your money in full within the first 30 days.

About Rocky


Rocky Lalvani is a Certified Profit First Professional. He’s been trained directly by the author of Profit First, Mike Michalowicz on how to implement the PF system. 

He is also a certified CFO with The CFO Project, which has provided him with professional financial tools to analyze and forecast cash flow and profitability. 

Rocky works one-on-one with numerous small business owners to help them improve their cash flow and profitability.

Host of the Profit Answer Man Podcast, Rocky has recorded over 100 episodes interviewing successful business owners about their profitability. He’s also been on hundreds of other podcasts to share his expertise about life and money. Richer Soul, Rocky’s personal podcast, has over 300 episodes about life beyond money.

Rocky retired from corporate America to follow his passion of making finance more understandable and accessible. He’s grateful to have the financial freedom to choose how he spends his time. 

He has been designing and analyzing spreadsheets since the early 80’s when the first electronic spreadsheet was created (Visicalc).

Rocky was born in India, and now lives in Pennsylvania with his wife Dolly (CPA). He’s a dad to two grown children (and he even gets to work with one of them!).

P.S. – If you’re still not convinced you can trust Rocky, just Google him.

About Geeta


Geeta Lalvani Hines works one-on-one with small business owners to help them understand their finances and grow their profits. 

As a certified Profit First Professional with Profit Comes First, she helps them leverage their existing habits and simplify their systems. 

You’ll often find her in front of a spreadsheet analyzing rows of data. She may have picked up this habit from having Rocky as a dad. 

At the young age of 4, Rocky decided it was time for Geeta to start learning about money. By 13, she began working in the family business by writing blog posts, doing light bookkeeping, and learning how to do every task that didn’t have a hiring or outsourcing budget (which was several of them).

Geeta has worked with Dawn Fotopulos (author of Accounting for the Numberphobic), convinced NYC students that study skills can be both fun and worthwhile, and developed marketing campaigns for startups. Her past experience equips her to make other concepts that feel difficult and boring (like finance) into ones that feel easy and fun.

She currently resides in Texas with her husband and a growing collection of houseplants.

DISCLAIMER

Hey there – Rocky & Geeta here.

The information in this course will help you to be more profitable. However, there are a few situations where it will not work.

If your business can not command pricing power and your costs are too high, you will find that you will never be profitable. This happens a lot in the e-commerce business, and the course may help you realize that it’s time to put your time and effort into another business.

Some people think they don’t need to open bank accounts and can do this in their accounting software. It rarely works. Opening the 5 bank accounts is crucial to the success of Profit First.

Lastly, some business owners steal from themselves. If you are going to consistently raid your Profit and Tax accounts to pay for other expenses, you will struggle to increase your profitability.

The system will create the awareness of your business needed to generate profits. You may find that you have to pivot and find better ways to ensure you are profitable.

  • $4,997.00

    The Profit Blueprint VIP

    Purchase

  • $3,297.00

    The Profit Blueprint Pro

    Purchase

  • $1,997.00

    The Profit Blueprint DIY

    Purchase