Oftentimes, we find the hardest thing for law firm owners to do when they start taking their profits first… is to actually increase their allocations to hit their targets. 

We’ve known lawyers who’ve stayed stuck at 1% for years — and not because their business wasn’t growing. It’s because they never had a plan to track their progress or hold themselves accountable to their goals. 

That’s what this spreadsheet is for.

Created by Profit First Professional and HTM Controller, Veronica Zambrano, this simple, customizable tracker will help you: 

• Set realistic target allocation percentages for profit and tax 

• See your progress each quarter at a glance 

• Stay consistent (and encouraged!) as you increase your allocations 

• Celebrate your wins as you finally start seeing your profit grow