Implementation · Profit First

Pay profit first. Twice a month. On real numbers.

Most firms run on what's left over. Profit First flips it: allocate profit, owner's pay, tax and operating cash on a fixed rhythm, straight off the firm's actual revenue. It's Mike Michalowicz's method, wired into the operating system that already holds your numbers — so the discipline runs itself instead of living in a spreadsheet.

Implementation · Profit First
operate.consultancyos.com
An allocation run split across Profit, Owner, Tax and OpEx, with Instant Assessment of CAPs vs Actual vs TAPs.
How it works

What Profit First gives the firm.

Rhythm

Allocate on a fixed cadence.

Twice-monthly allocation runs split revenue across Profit, Owner's Comp, Tax and OpEx. Reminders keep the streak alive: don't break the chain.

Instant Assessment

CAPs vs Actual vs TAPs.

See where you actually allocate against your current percentages and the target percentages the method recommends — so you close the gap deliberately, not by accident.

On your books

Real numbers, not a spreadsheet.

It runs on the revenue ConsultancyOS already tracks, with quarterly profit distributions recorded and auditable. No parallel workbook to maintain.

Common questions

Questions teams ask about Profit First.

Do I need to know the Profit First method already?

No. The module guides the allocation rhythm and shows recommended target percentages (TAPs) versus your current ones, so you can adopt the method as you go.

Does it move real money?

It computes and records the allocations and distributions on your firm's numbers and prompts the transfers. You stay in control of the actual bank movements.

How is this different from the CEO Profit cockpit?

CEO Profit shows firm-wide profitability and scenarios; Profit First is the allocation discipline — the twice-monthly runs and distributions. They share the same underlying numbers.

Where does Profit First live?

It's a module inside ConsultancyOS Operate, gated to admins, sharing the same tenant and audit trail as the rest of the platform.

Run the firm on profit, not on what's left over.