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Take Control of Your Business Finances with the Profit First Checklist


Ready to finally pay yourself first — and make your business truly profitable?


The Profit First Checklist is your step-by-step guide to setting up the Profit First cash management system in your UK business. Whether you’re brand new to Profit First or need a quick refresher, this checklist will help you get the system working for you — simply and effectively.


What You’ll Get:

  • A clear breakdown of the exact bank accounts you need to set up (and why)

  • The critical steps to follow daily, bi-weekly, quarterly, and annually

  • Guidance on calculating your Target Allocation Percentages (TAPs)

  • A proven structure that helps you take home more — without the overwhelm


Get Instant Access to the Free Checklist Now


Enter your details below to download the checklist and start implementing Profit First in your business today.

Why Profit First?


Most UK small business owners make money… but don’t take enough home. With the Profit First system, you reverse the traditional accounting formula and put profit at the heart of your financial decisions.


I’m Annette Ferguson — Chartered Accountant, Certified Profit First Professional, and small business owner — and this is the exact framework I use with my 1:1 clients to help them take home more money and build a financially healthy business.


Start now. Because profit shouldn’t be what’s left over — it should be planned for.

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