Tools and Resources
When you work with Profitable Practice Pro, you get access to proven tools, frameworks, and scripts you can use Monday morning.
Free Resources
Download these proven tools to start optimizing your business today
Break-Even "What If" Calculator
Powerful Excel spreadsheet that shows exactly what happens when you improve your numbers. See the impact of increasing sales, improving margins, or reducing expenses.
How to Use:
- Save a copy first – Don't lose the formulas!
- Enter your real numbers in the white cells
- Yellow cells show your target goals (10% sales increase, 3% margin improvement, etc.)
- Row 23B = Your starting point
- Row 23D = Your savings
- Row 23F = Your new break-even point
The Big Win: When you lower your break-even point, every gross profit dollar becomes a net profit dollar—until you need to add resources like inventory or staff for growth.
Ideal Business Client Guide
Stop chasing every lead and start attracting the right clients. This guide helps you define your perfect customer profile and focus your marketing efforts.
Perfect for: Accountants and contractors who are tired of difficult clients and want to work with people who value their expertise and pay on time.
What's Included
All tools and resources are included when you work with us. No extra charge.
Budgeting and Planning Tools
Financial planning frameworks that actually make sense for service businesses. Track your numbers weekly, not yearly. Know if you are winning or just busy.
Goal Setting and Tracking Frameworks
Stop setting vague goals and start hitting specific targets. These frameworks show you exactly what to track and how to measure progress.
Difficult Customer and Client Scripts
Word-for-word scripts for handling problem clients. What to say when clients push back, do not pay, demand scope creep, or become a problem.
Employee Retention Plans
Keep good people around without paying them double. Frameworks for building accountability, ownership, and loyalty in your team.
No Fluff. Just Real Tools.
I don't do motivational fluff or rah-rah speeches. Every tool and framework I provide is something you can implement immediately.
These aren't generic templates. They're built specifically for accountants and contractors. They account for the unique challenges of service businesses—cash flow timing, project-based revenue, client management, team accountability.
When we work together, you get access to everything. And if you need something I don't have? We build it together. Custom solutions for your specific business.
We Identify the Problem
In our coaching sessions, we figure out exactly what's broken in your business.
I Give You the Tools
You get the exact frameworks, templates, and scripts you need to fix it.
You Implement
You do the work. I hold you accountable. We track progress and adjust as needed.
Ready to Get Access?
Book a free strategy call and let's see if we're a fit. If we work together, you get full access to all tools and resources.