Profit Allocation Template
TEMPLATEprofit
TEMPLATE · Excel + Notion
Profit Allocation Template
A weekly cash-allocation system that pays profit, tax, and owner before operating expenses.
What you get
- Excel allocation model + Notion dashboard template
- Five-account setup guide
- Quarterly review checklist
- Worked example: 12 months of allocations for a $4.2M builder
How we use this with clients
Most of our clients arrive with no separation between operating cash and profit. Within one quarter on this system they know exactly what the business owes them, what it owes the ATO, and what it can reinvest.
Price
$97AUD
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What's inside
A look at the actual product.
Adapted from the Profit First methodology and tuned for builder-developer cash cycles. Includes the five-account allocation rules we use with $2M–$10M turnover clients.
View 1
Inputs & assumptions
View 2
Worked example
View 3
Lender-ready output
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