Management Reporting and Forecasting – the Ultimate Guide

Join Our Network of Profit First Prophet Advisors

Are you a Profit First Professional—or a business advisor passionate about cash flow, profit, and sustainable growth? The Profit First Prophet gives you the tools to help your clients forecast with confidence, optimise their Profit First allocations, and build financially stronger businesses.

Bring More Clarity and Confidence to Your Clients

Clients don’t just need help with their numbers—they need help seeing their financial future.

 

As a Profit First Prophet Advisor, you’ll give them the clarity, forecasting power, and guidance they need to make better decisions, feel more confident, and build stronger, more profitable businesses.

Why Partner with The Profit First Prophet

Becoming a Profit First Prophet Advisor is about more than using great software. It’s about giving your clients clearer financial insights, deeper forecasting power, and better Profit First outcomes—while growing your own advisory services.

  • Help your clients forecast Profit First allocations with real-time clarity
  • Leverage an easy-to-use platform built specifically for Profit First businesses
  • Connect with a network of like-minded advisors for collaboration and growth
  • Strengthen advisory relationships by guiding smarter financial decisions
  • Stand out by offering future-focused Profit First support, not just historical reporting
  • Get access to training, resources, and promotional support through our directory

Already a Profit First Professional?

You already help businesses take control of their cash flow with Profit First—now you can offer even more.

 

By becoming a Profit First Prophet Advisor, you’ll use The Profit First Prophet to strengthen your services, optimise client implementations, and give businesses the clarity and confidence they need to stay sustainably profitable. Let’s chat about how you can get started.

Not a Profit First Professional?

If you’re passionate about helping your clients grow great businesses, improve cash flow, and build sustainable profit—and you love the Profit First philosophy—you’re in the right place.

 

We’re always looking to collaborate with aligned professionals. Let’s chat about what’s possible

Expand the Impact of Profit First

  • Help clients see financial scenarios before they happen—not just react to results
  • Use forecasting to unlock new growth opportunities and optimise cash flow strategies
  • Turn Profit First into an even more powerful story of success for every client you work with
  • Strengthen your advisory role by connecting daily decisions to long-term financial goals
  • Build a more profitable, resilient business—for your clients and yourself

Hear from Our Advisors and Partners

Our advisors aren’t just using The Profit First Prophet—they’re leveraging it to strengthen their services, deliver better client outcomes, and create deeper, more lasting advisory relationships.
 Here’s what they have to say about being part of the Profit First Prophet community.

The Profit First Prophet Helps You Grow and Keep Great Clients

What The Profit First Prophet Does:

  • Deepen your client relationships with clear, ongoing forecasting conversations
  • Increase client retention by staying essential to their financial success
  • Extend client lifetime value with regular Profit First reviews and adjustments
  • Offer a tangible tool that clients keep relying on—not just a one-time setup
  • Stand out as a Profit First advisor who helps businesses plan ahead, not just look back

What The Profit First Prophet Isn't:

  • A replacement for your accounting or bookkeeping systems
  • A certification program or formal education course
  • A “set and forget” tool—it’s designed for ongoing client engagement
  • A hands-off product—you’re part of the journey with your clients