Profit First with Kevin Simpson, CPA

A profitable business should support the life you’re building.

Make room for owner pay, taxes, profit, and the things that matter to you—with a CPA who uses Profit First in his own business.

Let’s Talk Profit First Read Kevin’s story

Profit First ProfessionalKevin Simpson, CPA · Master BuilderView official member profile

6 yearsusing Profit First in my own business

Always learningongoing Mastery Program participation

A personal note from Kevin

Profit First is personal for me.

Kevin Simpson, CPAOwner, CPA Web Books
Father of 11. Grandfather. Business owner.

I’ve been running Profit First in my own business for six years. It has transformed how I manage our business finances and plan for what matters to our family.

As a father of 11 and a grandfather to a growing family, I understand how closely business decisions and family priorities are connected. For us, Profit First has helped make room for annual family vacations, contributions toward our children’s weddings, and a home that better accommodates our growing family.

Those experiences shape how I work with business owners. I understand wanting your business to provide a dependable income, prepare you for important milestones, and give you more confidence about the future.

It’s a system I use, teach my children, and bring into my work with clients—alongside the bookkeeping, tax planning, and ongoing guidance that help put it into practice.

Kevin Simpson, right, with Profit First author Mike Michalowicz at ProfitCon 2026 — Kevin Simpson with Mike Michalowicz, author of Profit First, at ProfitCon 2026.

Experience that keeps growing

An active part of the Profit First community.

For more than six years, I’ve been involved in Profit First Professionals. Certification and continued learning help me deepen the knowledge I bring to client conversations.

Mastery ProgramOngoing participation and learning within the Profit First Professionals community.
ProfitCon & Mastery MeetupsAnnual conferences and meetups to continue developing my practice.
Small-group learningRegular participation in a Fortress peer group, with opportunities to learn directly from Mike Michalowicz and the Profit First guides.

View my Profit First Professionals profile

What that means for your business

A practical system, with guidance along the way.

We connect Profit First with your bookkeeping, tax planning, and owner-pay decisions, then help you establish a routine that fits your business. Here’s how we put it into practice.

Model the business

Together, we create a clear financial picture of your business. On one simple model, we identify revenue streams, direct costs, and overhead expenses. From there, we project revenue and expenses for the year and calculate allocation percentages for your personalized Profit First plan.

Set up the accounts

With your model in place, we help you establish dedicated bank accounts for Profit, Owner's Compensation, Taxes, and Operating Expenses. Your income flows in, then you learn how to allocate funds based on your business model.

Build the rhythm

Once your accounts are set up, we guide you through the ongoing rhythm of allocating cash. Weekly revenue is distributed into the right accounts, creating a steady system that keeps your finances organized and stress lower.

Review and adjust

Profit First is not a set-it-and-forget-it system. We help you review results, check profit and owner pay targets, ensure tax money is ready, trim expenses thoughtfully, and adjust percentages as your business evolves.

Take profit on purpose

Profit is the reward for running a healthy business. With Profit First, each quarter gives you a chance to celebrate success through a profit distribution while still protecting long-term stability.

Let’s talk about your goals

What do you want your business to make possible?

Your first consultation is free. We’ll talk about your business, your cash-flow challenges, and whether Profit First support from CPA Web Books is the right fit.

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