Premium Template

QuickBooks Profit First Management Template for Google Sheets & Excel

Get a live overview of your income distributions using the Profit First method. Using Profit First method business owners take a percentage from each sale as profit.

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Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

This template is tailored for businesses implementing the Profit First methodology, helping allocate revenue to profit, owner's pay, taxes, and operating expenses in designated accounts. Compatible with Google Sheets and Excel, it facilitates disciplined financial management. Integration with LiveFlow allows for the automatic update of financial data from QuickBooks Online, ensuring adherence to the Profit First principles with real-time financial insights.

Key features

  • Implements the Profit First methodology for prioritized profit allocation and financial management.
  • Supports business sustainability and growth with structured financial discipline.
  • Enhances profitability and cash reserves with strategic fund allocation.

Who can this template help?

Small business owners and finance managers adopting the Profit First methodology

Use cases

Facilitates the implementation of Profit First principles for cash management, helping businesses prioritize profitability.

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Get started in 3 simple steps

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1. Import the template

1. Request access

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

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