Profit First Professional Member Database
Choose Your Province / Territory
Graham Utz
Hi, I’m Graham I’ve been helping churches achieve their goals since 2014. The churches I’ve worked with have created incredible programs for children, youth, men’s, and women’s ministries. They’ve sent teams out on mission trips, eliminated their debt, and pre-funded their building fund, so they are ready to build (or purchase) a new building when the need arises. Most churches strive for these things in their efforts to further God’s kingdom. Unfortunately, a lot of the time, financial struggles hold churches back from being able to accomplish these goals as quickly as they would like. My goal is to help these churches develop systems and processes around their finances to create clarity. Once your church has financial clarity, it gives you the opportunity to achieve your ministry goals much faster than you otherwise would have because you’ll know the exact moment when you have the funds available to achieve your goals. If you’re interested in learning how I can help bring financial clarity to your church, please click on the “Schedule an Appointment” button and fill out the form.
Andrew Royer
We will show you how to create sustainable profitability so you can eliminate debts and gain complete control over your finances.
Beth Burdge
I serve entrepreneurs and small business owners to grow their businesses, profitably. Traditionally accounting and bookkeeping services are transactional – do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee. But what about profit? What if at the end of the day, by working with your accountant or bookkeeper you actually fattened your wallet? My firm does just that. Yes… we are excellent at bookkeeping, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business. We have access to profit specialists through out the globe. What this means is we have the strategies to make your business more profitable than it has ever been before. And we are ready to do it for you starting now.
Rinette Legace
Rinette Lagace, the founder of NET Bookkeeping and Author of “The Courageous Entrepreneur”, shares her 25 years of her experience through stories of business owners and how decisions they made affected their businesses. Rinette specializes in implementing key strategies through systems and processes that create a positive cash flow in a business. Shortly after launching her book, she became a Certified Profit First Professional which has armed her with profit strategies to better support her clients. Rinette’s true passion is being able to make a difference in a client’s business, as she truly believes that when her client’s businesses are successful, she is successful.
Jodi Bariesheff
My career started off working in a local accounting firm, where I discovered my passion for numbers and that I had a knack for it. I went on to earn a Bachelors of Business Administration. After working a few more years in accounting I decided to branch out on my own to start bookkeeping and have never looked back. I have always felt like there was a gap between myself – the bookkeeper and the accountant, someone who could assist business owners in navigating financial decisions, helping them to understand their finances and properly managing their cash. Finding Profit First was instrumental into allowing me to solve the cash flow problems that many business owners face.
Jos Willard
Hi there! You’ve built a “successful company.” But now, maybe it’s starting to feel like too much work, not enough reward. Or maybe you’ve got dreams beyond “just the business,” but… your business always seems to need you. If you’d like to change that – reduce your stress, get your time back, improve cash flow, give yourself more options – you’re in the right place.
Michael Braun
Our mission is to support entrepreneurs and small business owners in expanding their ventures, all while maintaining profitability. Conventional bookkeeping services tend to focus on transactions – maintaining records, filing taxes, and so on. They’ll handle the numbers, and you’ll pay for their services. But what about boosting your profit? That’s where our firm steps in.Of course, we excel in bookkeeping – that’s a given. However, our unique edge lies in our ability to fuel your business’s profitability.As certified Profit First professionals with hands-on experience in elevating profits for numerous businesses, we possess the expertise and global network of profit specialists to drive your venture towards unprecedented profitability. We’re eager to begin this journey with you, starting today.
Shaune Allen
We want to see you free up both your time and your money. Start seeing the fruits of your labour by making profit a habit. GuYDanS Consulting & Bookkeeping is here to help you see Profit First. As one of the few Profit First certified firms in Canada, our goal is to help you see more cash in the bank, reduce your stress over paying bills and free up your time to do what you do best. As a family-owned Edmonton-based business, we at GuYDanS Consulting & Bookkeeping know what it’s like to have a vision to create a revolutionary space in the industry you’re passionate about.
Tammy Bauer
Why is 6 afraid of 7? Because seven ate nine! You may think that it’s just another hilarious pun and you would be right. But it’s also a metaphor for your money. In real life you don’t want to let your 7’s eat your 9’s. Have you ever spent a load of time agonizing over your pricing without any data? Instead you could have used your data to price just right while spending more time with your family. That’s what I mean by letting your 7’s eat your 9’s. That’s what BECAUSE789 PAPERLESS BOOKKEEPING is all about. To help you make the most of your work time and take more leisure time.
Bruce Baker
Bruce holds a Masters in Industrial Psychology and is a behavioural business strategist, coach, and change agent. He brings you a wide-ranging skillset in business operational design, planning, and execution, with significant success in leveraging the only growing capital asset a business has– its people. With over 25-years of experience working with Fortune 50 and Fortune 500 companies in a wide variety of industries, Bruce focuses on working closely with anyone from new entrepreneurs, business owners, CEOs, and their leadership teams. Bruce tends to focus on unique and enlightening perspectives as opposed to traditional practices on how to view and build your business. This is no different to his interpretation and position on financial management using unconventional methods like Profit First. As a certified advanced Profit First professional for the last several years, Bruce has brought success to many businesses bringing about financial prosperity.
Jessica Hearsey
Introducing Jessica, the Profit Strategist With a BCom from the University of Alberta and over 15 years of experience in the accounting field, Jessica is dedicated to serving businesses in Alberta. But what truly sets Jessica apart is her innate entrepreneurial spirit. Since childhood, she has been immersed in the world of business, starting numerous ventures, and even running her own painting company while studying at University. Her family background in running businesses has further deepened her understanding of the challenges faced by business owners. This firsthand experience has given her a profound understanding of the trials and tribulations that come with entrepreneurship. Driven by her passion for helping entrepreneurs understand the intricacies of numbers, Jessica’s primary goal is to guide them towards achieving permanent profitability. She genuinely believes that when businesses thrive, dreams come true! Imagine a life where your business is not just a means to make money, but a tool to create the lifestyle of your dreams. With Jessica by your side, you can turn this dream into a reality. Embrace Jessica’s inspiring approach and unleash the power within you to create a business that not only brings you financial freedom but also provides the freedom to enjoy life on your own terms.
Michelle Krieger
Profit First works for you by eliminating the guesswork around your finances and ensuring that your business turns a profit, consistently. If you’ve found your way here, it’s likely that you are fed up with feeling like profit in your business is elusive, out-of-reach, or unpredictable. Whether you’re thinking “I’m doing everything right, so where is all my money going?” or “I feel solid in my books, but I just know there’s a way to level-up and maximize my profits”, you are in the right place. As a profit coach, I help you create consistent, sustainable profit within your business – and you’ll be paying yourself regularly, too. My role in your story is to be a subject matter expert, creating roadmaps, blueprints, and timetables … guiding you through their implementation to make Profit First work for you.
Janet Mercredi
I am Janet Mercredi, the CEO and founder of JKM Strategies, a Profit Strategy Bookeeping Firm. I am committed to guiding small business owners particularly in the $250K – $2M range, in maximizing their profits. I specialize in optimizing cash flow, creating solid spending plans, and building savings for growth. I’m not just about the numbers, I’m about using your business as a tool for your personal financial well-being because as a Profit Strategist, my mission is to empower you to thrive in a business you adore. If you’re ready to start your journey towards financial success, email me at janet@jkmstrategies.com to get started.
Greg Libbrecht
Platinum Business Services is your off-site accounting department, our service experts become an integral part of your team. Your financial well-being is our primary purpose. Our fractional Controller, Bookkeeping, and Profit First Services guide you to a successful business year. Our team of industry-specific experts take pride in providing our clients the peace of mind that comes with profit-focused, complete, and accurate financials. This, combined with our online suite of software Hubdoc, QuickBooks Online and Plooto, drive incredible efficiencies in your business. We take care of your financials, so you can focus on running your business.
Jennifer Bauldic
Coaching means CHANGE. If you want to keep doing what you are doing – you do not want a Cash Coach. If you want different results and are willing to experiment with new ways, you are ready for a Cash Coach. You can count on Jetstream to provide sound insights and effective action. We will give you options that are in line with your organization’s strategy. We will put the right technology in place to help you automate your business processes. There can be more to your coaching needs than just training. Your business could benefit from additional support to free your time. We will uncover these lurking issues and streamline the mundane of running your business.
Rae Gagnon
Rae Gagnon, founder of Blue Jean Business Solutions and Certified Profit First Professional, has decades of experience in the real estate industry. As the financial controller of a brokerage with over 75 combined real estate salespeople and employees, she gained valuable insight into the questions and concerns facing real estate professionals. Blue Jean Business Solutions has since evolved from one owner/operator to a team of professionals providing solutions to support the real estate industry. Our team works closely with business owners and their tax accountants to ensure accurate timely financial reporting. Our solutions range from profit coaching, consultation and training to bookkeeping and conveyancing. Our culture focuses on relationships and as such it is imperative that our solutions are a comfortable fit for your real estate business.
Carla DiFranco
Jordi Accounting and Tax was founded on the core belief that you should own your business and not let your business own you. Our clients are business owners who wear many hats by taking on all facets of their business and then struggle to get the accounting right as well. This is where Jordi Accounting and Tax can impact your business. Jordi Accounting and Tax offers a full range of services for your accounting and financial needs.
Sara Lou Clarke
Whether you’re new to the business world or a seasoned pro, you’re sure to learn something new from my programs on time, money, mindset, business, and more. I’ve used my personal success to create engaging and informative programs for my clients and the women I mentor. If you are ready to create sexy action that leads to massive money results in your business, then look no further. Get ready for the hot & sexy money work within Lou’s “private areas”. This is where you allow Lou into the “private parts” of your business & life.
Katryna Coltess
Katryna knows that every business is different, which is why she takes the time to understand your unique situation and needs. With her by your side, you get more than just financial services; you gain a strategic partner who’s focused on your growth. She’s all about creating clear, practical plans to help you move forward and achieve your business goals.
Stephanie Kelcey
Stephanie has been bookkeeping since 2007 and working with Profit First since 2021. She is passionate about helping business owners take control of their finances and life utilizing the systems and strategies of Profit First.
Daniel Breez
Accounting, bookkeeping, and tax services for online coaching businesses, fitness professionals, and influencers. Toronto-based accountants with Canada-wide reach.
April Stroink
As a Money Coach and a Financial Advisor for over 25 years, my team and I have helped hundreds of people and small businesses level-up their finances through workshops, group programs and one-on-one coaching.
Julie Walters
Isn’t it time to get more money from your business? Having a “good idea” of where your money goes is not enough if you want to live a better life. An accurate financial picture of your business is the fastest way to relieve the stress of wondering if you’re making the right money decisions today, and for the future. Hi, I’m Julie! I believe you want to spend more time doing the things you love. You didn’t start your business to spend your evenings and weekends doing paperwork. There is often an upspoken frustration with working so hard and still wondering, “is it even worth it?” I get it. I grew up in a family of entrepreneurs, and watched my parents sacrifice family and personal time for the business. I vowed to never make that mistake, and now I help other business owners avoid that pitfall. At Pathfinder, we want your business to grow, but more importantly we want to help you simplify your paperwork, streamline your bookkeeping and experience the benefit of more money and time freedom.
Sheila Downey
Sheila has been dedicated to her career in bookkeeping and financial management since 2002. Her business has allowed her the freedom to work with clients of her choosing. Although she has extensive experience providing services to a wide cross-section of businesses and organizations, her heart is drawn to helping businesses put their Profit First, and help the non-profit sector put their Purpose First. Sheila’s greatest satisfaction comes from utilizing her extensive experience in the financial sector to help struggling businesses with financial management. As a member of the Profit First Professionals Canada and the federally registered Certified Professional Bookkeepers of Canada, whose mandate is to develop excellence and trust – her designations assure you of her commitment to her clients. She received her CPB designation in 2010, and is Yukon College alumni. Most importantly, Sheila always infuses her professional services with a giving spirit, and a helping heart.