Profit First Template


This template helps you calculate your income distributions using the Profit First method.


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Template Description

Why did I create this template?

I created this template to help freelancers and business owners manage their finances easily.

What's inside the template?

You'll get step by step instructions with an easy to configure table that does all the work for you. By entering your income, it will calculate:

  • Sales Tax
  • Profit
  • Owner’s Earnings
  • Taxes
  • Profit Distribution
  • OPEX (Operating Expenses)

How to use the template?

Simply duplicate the template and follow the step by step instructions at the top of the page.

What are the benefits of the template?

This template does all the heavy lifting for you, just enter your income and it will automatically calculate the allocations for you.

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