Mastering Profit First for MSPs – Free Live Workshop Series
Stop the cash flow chaos. Reshape your finances. Build profit into every month.
Next Workshop:
December 2-4, 2025
(Seats are limited!)
Why Attend
Most MSPs Wait Too Long to Fix Financial Leaks. Don’t Be One of Them. Whether you’re drowning in expenses or looking to build a more resilient business, this workshop series will show you how to stop guessing—and start profiting.
Led by Charlene Ignacio and Rachel Siegel, two of the most respected voices in the MSP and cybersecurity space, these interactive sessions will walk you through the Profit First system—a practical, proven approach to cash flow that’s changing how MSPs operate.
You’ll learn how to:
- Reshape your cash flow to support growth -
- Eliminate unnecessary expenses and debt -
- Build profit into every month—not just what’s left over -
- Plan for major purchases with less stress -
- Create a financial structure that fuels your goals -
Upcoming Workshops: Choose Your Session (s)
Attend one or join the entire series. Every session stands on its own, together they build a lasting impact
Date
Workshop Title
Register
December 2-4, 2025
Mastering Profit First
Can’t decide? Select multiple sessions during registration.
Meet The Experts
Rachel Siegel
CEO, Go Figure Accounting | Author, Profit First for MSPs & Cybersecurity Firms
Rachel Siegel is the author of Profit First for Managed Service Providers (MSPs) and Profit First for Cybersecurity Firms, and is one of only a handful of professionals globally to earn the designation of Mastery Certified Profit First Professional—the highest level of recognition in the Profit First system.
As CEO of Go Figure Accounting, Rachel works directly with MSPs and cybersecurity firms to implement Profit First in the real world. Her firm was named 2024 Profit First Firm of the Year by the creator of the system himself.
“Rachel Siegel and Go Figure Accounting are the embodiment of Profit First at its best,” said Mike Michalowicz, author of Profit First. “Rachel’s dedication transforms her clients’ confidence, resilience, and long-term success. She doesn’t just use Profit First; she lives it.”
Charlene Ignacio
CEO, Fornix Marketing & Pr Agency| Author, Profit First for MSPs & Cybersecurity Firms
Charlene Ignacio is a featured industry expert in the books Profit First for Managed Services Providers (MSPs) and Profit First for Cybersecurity Firms. She is recognized for her real-world experience helping MSPs and Cyber Professionals scale with purpose and drive revenue. As the Founder and CEO of Fornix Marketing, Charlene is a strategic force behind hundreds of successful MSP growth campaigns and partner programs.
“With endless energy, unshakable determination, and sheer willpower, Charlene has redefined what is possible in the MSP and cybersecurity sectors.” — Mike Michalowicz, from the foreword of Profit First
What Is Profit First?
Profit First is a cash management method created by Mike Michalowicz that flips the traditional accounting model. Instead of waiting to see what profit is left at the end of the month, you take your profit first—before expenses.
This system helps you:
- Build saving habits that stick -
- Gain visibility into where cash is really going -
- Reduce stress around financial decisions -
- Avoid debt traps and hidden expenses -
- Grow strategically with confidence -
Who Should Attend?
This is a workshop design for:
- MSPs and cybersecurity firms with unpredictable cash flow -
- COOs and founders looking to fix profitability -
- Owners preparing for growth, investment, or exit -
- MSP leaders who want more control over finances, without a finance degree -
Register for Workshop, Or Book a Meeting
Want to Talk Through Your Profit First Game Plan?
If you’re looking for more clarity on how to apply Profit First inside your MSP, our team is here to help. Book a quick call to explore next steps, ask questions, or see if a deeper engagement makes sense for your business.
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