In this 20‑25 minute Zoom mini‑workshop invitation, Duncan Lloyd, founder and CEO of Profit First Professionals UK, presents the Profit First Launchpad aimed at accountants interested in the Profit First methodology. He outlines the session’s structure: a brief explanation of why Profit First works, a non‑confidential profit assessment that offers a fresh view of a business’s financial health, practical cost‑saving strategies to demonstrate immediate client value, and the creation of a 90‑day action plan for accountants to apply Profit First in their own practice. The pitch emphasizes that the workshop is small, interactive, and not a webinar, targeting accountants who want to deepen advisory relationships and deliver more value to clients. Participants are encouraged to join the next limited‑capacity session to experience the methodology firsthand.
Chapters
Hi, I'm Duncan Lloyd, founder and CEO of Profit First Professionals UK. If you're an accountant who's Profit First curious, or maybe you're looking for a practical way to help your clients become more profitable whilst developing a stronger advisory relationship with them, then the Profit First Launchpad is for you. The session takes around 20 to 25 minutes, all done on Zoom, and firstly I'll explain what Profit First is and crucially why it works. Why it can be such a powerful framework for conversations with your clients. Then you'll work through a profit assessment so you can see how it quickly gives you a different perspective on the financial health of a business and how you can easily apply that to your clients. You won't be asked to share any confidential information on the call, and you won't need to come armed with loads of financial data. Then we'll look at a couple of strategies that you can use to identify cost-saving opportunities and demonstrate immediate value to clients. And finally, we'll create a 90-day action plan to help you get started putting Profit First into practice in your own business, which means that you can properly understand how it can become an effective part of your advisory offering if you were to decide to join our community and become a Profit First professional. If that sounds useful, I would love to see you on our next Launchpad. Places are deliberately limited. This is not a webinar, it's a mini workshop for a small number of accountants who want to understand Profit First, experience the methodology for themselves, and see how it can help them deliver more value to their clients. I look forward to meeting you and showing you how Profit First can help you have a very different kind of conversation with your clients.
