Trust Your Vision, Not Their Comfort

You read Profit First. You got excited. You saw the path forward: more clarity, more control, maybe even more money in your own pocket!

And then you ran it past your bookkeeper.

“This seems like a lot of accounts.”

“You don’t need all this.”

“It’s too complicated — and anyway, your reports already show a profit.”

Suddenly your momentum screeched to a halt.

If this sounds familiar, you’re not alone, and you’re not wrong to feel discouraged. But here’s the truth:

Your bookkeeper isn’t your CEO.

You are.

Bookkeepers Aren’t Bad — They’re Just Trained Differently

This isn’t about throwing bookkeepers under the bus. Most are hardworking, well-intentioned, and essential members of your team.

But most of them are trained in traditional accounting — a system designed for tax compliance, not daily clarity or profitability. Their focus is on recording what happened, not shaping what happens next.

So when you bring in something like Profit First — which challenges old-school accounting norms and adds operational nuance — it’s not surprising they bristle.

It’s unfamiliar. It’s inconvenient. And yes, it might mean more logins.

But that doesn’t make it wrong. That makes it disruptive — in the best way.

Your Business, Your Rules

If you’re the owner, you get to set the financial vision.

You’re the one losing sleep over payroll.

You’re the one wondering why your take-home pay hasn’t changed in years.

You’re the one holding the risk, the vision, the team, and the mission.

So when a system like Profit First offers you a way out of the paycheck-to-paycheck grind, you’re allowed to say:

“Thanks for your input. I’m moving forward anyway.”

Let your bookkeeper be part of the implementation — not the decision-maker.

“All Those Bank Accounts” Are the Point, Not the Problem

One of the biggest objections we hear is, “But that’s so many accounts!”

Here’s what we say: Yes. Exactly.

Profit First is built on the same psychology that makes cash envelopes work. When money is separated into purpose-driven accounts — like Profit, Owner’s Pay, Taxes, and Operating Expenses — you’re less likely to overspend and more likely to stay on track.

You see what’s available. You feel the real limits.

You stop tricking yourself into thinking your “big balance” means you can afford something… until taxes hit, payroll clears, and inventory needs replenishing.

Those extra accounts? They’re guardrails. Not red tape.

You’re Allowed to Lead

You wouldn’t let your front desk manager decide which adjusting table to buy.

You wouldn’t let your CA dictate your hours or fee schedule.

So why are you outsourcing the financial leadership of your business?

It’s time to take the reins — kindly, clearly, confidently.

That might mean educating your bookkeeper.

That might mean hiring one who gets it.

That might mean moving forward without their full buy-in at first.

Whatever the case, you are allowed to lead. Even when it’s uncomfortable — and perhaps especially then.

Need Backup?

You don’t have to navigate this alone, especially when the resistance feels real and you're trying to lead well.

If you're ready to implement Profit First but want some backup, we’ve got you covered.

👉 Join the free Profit First Book Club

🚫 Our Never Spam Promise

We’ll never waste your time with unsolicited sales messages. The P.S. line will always offer one way we can help, should you ever need it.

— Inspired by Chris Laping