CPA Profit Mastery

Helping CPAs Better Connect with Their Clients.

Earn 16 hours of  CPE Credit

“I promise you will find the class interesting and entertaining. It kept my attention for the entire two days. I have never attended any class that did that before.”

Roger Swanger
Sr. Partner at James Moore CPAs, Gainesville, Florida

We’ve created a program designed to help you better communicate complex finance terms with your business clients in a motivational, instructional and fun environment.


Kristen Brown, owner of Hoot Design Co., on her experience with the Profit Mastery course.

See Beth Snyder’s, owner of 1canoe2, comments on the program too.

Why Profit Mastery?

Running a business is always a challenge. The failure rate within the first four years is 50-70%. The economic volatility of the last few years has only increased that challenge. In our role as community bankers, we’ve seen a lot of businesses succeed and fail. And, we noticed a trend: a lack of knowledge about business finance. Our goal with this program is to help the small businesses in our community thrive, by providing the knowledge and tools that we feel businesses need to be successful.

Profit Mastery provides CPAs and business owners with new techniques, based on proven financial principles, for analyzing business performance. The concepts tuaght include taking financial ratios one step further by converting them into real dollars that can be measured, evaluated and acted on by the owner to get better results. Develop goals and strategies and understand the financial impact they will have if successful.

Profit Mastery is a leading financial management program that gives participants the tools and confidence needed to manage their businesses by the numbers. The program provides independent business owners unparalleled financial perspective and tools to take advantage of opportunities. This program introduces invaluable management resources that should be a part of every business owner’s tool kit. Plus, we promise that Steve LeFever will have you laughing too!

Who is Your Profit Mastery Instructor?

Steve LeFever, MBA, CFE, is the founder of Profit Mastery and one of the most unusual bank managers you’ll ever come across. He is arguably the most dynamic financial and independent business advocate working in North America today, and he is amazingly adept at presenting sophisticated financial concepts and tools in practical, understandable language. This is finance like you’ve never seen it before!

Steve’s work spans almost three decades and hundreds of industries.  His program is taught at banking schools and to a variety of domestic and international companies including; Harley-Davidson, Anheuser-Busch, John Deere, and Subway Restaurants. Learn more about Steve LeFever here.

What are people saying about the Profit Mastery course?

“Every business owner and manager, regardless of size or type of company, should attend this session. The Profit Mastery tools are practical, intuitive, sophisticated, and immediately applicable. This is not theory; it is practical, real-world stuff , which is why I’m recommending it to all of my 1,200 business customers. This is an investment in yourself that you cannot afford to pass up. Be there!”

Cathy Young, CEO
Columbia EDP Center, Inc.

“Gave me new ways to look at the ‘numbers’ and ways to translate to my customers.”

Jodi Neal, Owner/Accountant
Fifth Street Financial, Fulton

“I promise you will find the class interesting and entertaining. It kept my attention for the entire two days. I have never attended any class that did that before.”

Roger Swanger
Sr. Partner at James Moore CPAs, Gainesville, Florida


Course Details

Date: Day 1: Sept. 18th 8:00 a.m. to 5:30 p.m.
Day 2: Sept. 19th 8:00 a.m. to Noon
Place: Courtyard By Marriott, 3301 Lemone Industrial Blvd, Columbia, MO 65201
Cost: $395
Includes: Course book, online refresher course, light breakfasts, lunch, &
happy hour reception.


Sign Up Today 

Day 1 Topics

Monitoring Financial Position

  • Understanding the Income Statement
  • Roles of a Balance Sheet
  • Financial Ratios & Efficiency
  • Financial Cause & Effect
  • Case Study & Practical Application

Cause & Effect:  Roadmap To A Bigger Bottom Line

  • Identifying Financial Distress
  • Seeing the Symptom
  • Identifying the Cause of the Problem
  • Prescribing a Cure
  • Improving Cash Flow and Profitability

Income Statement:  Break-Even Analysis

  • Managing the Income Statement
  • Understanding Cost Behavior
  • Contribution Margin
  • Applying Break-Even in Your Business
  • Case Study and Application

Day 2 Topics

Profit Planning & Cash Flow Analysis

  • Developing a Profit Plan & Budget
  • Identifying Key Patterns of Cash Flow
  • Developing Seasonal Cash Budgets
  • Cash Forecasting as a Tool
  • Funding Seasonal/Long-Term Growth

Planning & Managing Long-Term Growth

  • Role of the Balance Sheet
  • Operating Leverage
  • Cost of Growth
  • Planning Successful Growth
  • Case Study & Practical Application

Dealing with Banks & Investor Funding

  • Understanding Loan Approval
  • What Bankers Looks For
  • Putting a Package Together
  • Understanding What’s Important to Investors

Business Banking

No matter the size of your business, we have options to fit your needs. We will work with you to establish a plan that makes the most sense for your business.