Choose your plan
Your numbers, made clear — refreshed every week. Try any paid plan free for 30 days — cancel anytime.
💰 Pay annually and save 14% — that's 2 months freeStart free — the essential tools, no card needed.
- ✓A free starter Profit Potential Report — your real numbers on screen (full report + downloads on a paid plan)
- ✓Your Finances at a Glance — cash in/out, your Profit First snapshot, and your key trends
- ✓Trend & Expense Analysis — see where every dollar goes and what changed, category by category
- ✓Unlimited Quick Profit Assessments — see your profit split in minutes
- ✓Debt Crusher — a payoff plan with a real finish date
- ✓Allocation calculator — tells you the exact dollars to move
- ✓Access to your business Command Center
- ✓Lifetime access to The Profit Shift — our weekly profit newsletter
- ✓Single user
- ✓Friendly email support from a real human
Your numbers, crystal clear — refreshed every week.
- ✓Everything in Compass, plus:
- ✓Your live Cash Flow Dashboard — every number auto-synced from QuickBooks each week (Compass is a one-time snapshot)
- ✓Every KPI that matters — margins, payroll, marketing ROI, occupancy & more
- ✓Comprehensive Quarterly Profit First Reviews — clear targets + a plan to hit them
- ✓Know if you’re lean or bloated — live industry benchmarks
- ✓Break-Even & TIFA planner — the exact revenue that funds your whole business
- ✓Every report at your fingertips — full history + PDF/Excel downloads
- ✓Single user
Maximum clarity, plus coaching to accelerate your profit.
- ✓Everything in Navigator, plus:
- ✓Up to 5 team members — invite your partner, bookkeeper or staff
- ✓Your comprehensive Profit Potential Report — now every month, not just quarterly
- ✓Forecast — project revenue, profit, cash & your Profit First buckets forward, with seasonality & your glide path
- ✓Budget vs Actuals — set a monthly budget and track your real results against it, month by month
- ✓VPS Training Library — on-demand video courses (Profit First, QuickBooks, Scaling & more)
- ✓Monthly live office hours with the founder — bring your questions, get tips & advice
- ✓Priority support — straight to the front of the line
Everything in Voyager — plus live 1-on-1 coaching with the founders.
- ✓Everything in Voyager, plus:
- ✓Live 1-on-1 coaching with the founders — direct, personal, focused on your numbers
- ✓Your VPS roadmap — a tailored plan for Visibility, Profitability & Scalability
- ✓Hands-on help hitting your Profit First targets — not just the reports
- ✓Direct access to Adam & the team between sessions
- ✓Priced to your business — book a call for a quote
✉️ Every account — free or paid — includes lifetime access to The Profit Shift, our weekly newsletter with practical tips to grow real, lasting profit.
Bookkeeper, Profit First coach, or fractional CFO?
Use Polaris for all your clients at a wholesale rate — a full Voyager dashboard for each one, managed from a single place.
See wholesale plans →Paid plans: after checkout we email a one-time sign-in link, then you connect QuickBooks. Secure payment by Stripe. Free plan needs no card.
🔒 Confidential & read-only — we never change anything in your QuickBooks. Questions? profit@betterbizinfo.com