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Free CPR alert setup

Choose your 3 monthly CPR alert numbers

Use this calculator to choose the cash, profit, and revenue numbers we should watch for you each month.

Important note before you start

The monthly CPR Alert is currently available only to selected existing CFOSg Xero clients during our pilot period.

It is a simple monthly warning light, not a full advisory review.

What to copy into the CPR Alert Setup form

After using the calculator, copy these 3 numbers into the setup form:

  • Cash safety amount
  • Profit target %
  • Monthly sales floor

Do not worry if the numbers are not perfect. Start with your best estimate. We can adjust them later.

1. Cash safety amount

This is the minimum cash you want to keep untouched in your bank account.

Copy this into the setup form $0

This is your cash safety amount.

Safe-to-spend check $0

Enter your numbers above.

2. Profit target %

This is the percentage of monthly sales you want to keep as profit.

Copy this into the setup form 0%

This is your profit target percentage.

Target profit amount $0

Enter your sales and profit target above.

3. Monthly sales floor

This is the minimum monthly sales your business needs before things start feeling tight.

Copy this into the setup form $0

Enter your monthly costs to estimate your sales floor.

Ready to set up your monthly CPR Alert?

Once you have your 3 numbers, submit them using the CPR Alert Setup form.

Submit CPR Alert Setup Form

If you are unsure, submit your best estimate and choose “Yes, please review” in the form.

Want the full setup?

CPR Alerts show the warning. Profit-Ready™ Xero sets up the routine.

The CPR Alert helps you spot cash, profit, or revenue pressure earlier. If you want us to set up the full weekly Money Day routine inside your Xero, ask about the client-only Profit-Ready Xero upgrade.

Client-only Profit-Ready Xero upgrade: $1,997 during the pilot period.

This special pilot pricing is available because your Xero file is already known to us and may not need the same setup work as a new or non-client Xero file.

Learn about Profit-Ready Xero

Profit-Ready Xero is a separate paid upgrade. The $1,997 client-only price applies to selected existing CFOSg Xero clients during the pilot period. Major cleanup or backdated correction work is quoted separately if needed.

Free CPR alert setup

Choose your 3 monthly CPR alert numbers

Use this simple calculator to choose the cash, profit, and revenue numbers
we should watch for you each month.

What to copy into the CPR Alert Setup form

After using the calculator, copy these 3 numbers into the setup form:

  • Cash safety amount
  • Profit target %
  • Monthly sales floor

Do not worry if the numbers are not perfect. Start with your best estimate. We can adjust them later.

1. Cash safety amount

This is the minimum cash you want to keep untouched in your bank account.

Copy this into the setup form $0

This is your cash safety amount.

Safe-to-spend check $0

Enter your numbers above.

2. Profit target %

This is the % of monthly sales you want to keep as profit.

Copy this into the setup form 0%

This is your profit target %.

Target profit amount $0

Enter your sales and profit target above.

3. Monthly sales floor

This is the minimum monthly sales your business needs before things start feeling tight.

Copy this into the setup form $0

Enter your monthly costs to estimate your sales floor.

Ready to set up your monthly CPR Alert?

Once you have your 3 numbers, complete the CPR Alert Setup form and we will use them as your monthly warning light.

Free CPR alert setup

Get your monthly CPR warning light

Use this simple calculator to estimate the 3 numbers needed for your monthly CPR Alert.

1. Cash safety check

This shows how much cash is actually safe to spend after bills and your cash safety amount.

Safe-to-spend amount $0

Enter your numbers above.

2. Profit target

This shows how much profit you want to keep based on your sales.

Target profit amount $0

Enter your numbers above.

3. Monthly sales floor

This estimates the minimum monthly sales needed before the business starts feeling tight.

Estimated monthly sales floor $0

Enter your numbers above.

Want us to set up your monthly CPR Alert?

Reply “Yes, add me to CPR Alerts” and we’ll help you set up your cash, profit, and revenue warning light.

What happens next?

CPR Alerts show the warning. Profit-Ready Xero sets up the fix.

The monthly CPR Alert helps you spot cash, profit, or revenue pressure earlier. If you want the full system set up inside Xero, Profit-Ready Xero is the next step.

1

Submit your CPR numbers

Send us your cash safety amount, profit target %, and monthly sales floor so we can set up your monthly CPR Alert.

Submit CPR Alert Setup Form
2

Install Profit-Ready Xero

We help set up the Xero money routine behind the alert, so you can see what is safe to spend, what profit to protect, and what sales level you need.

See Profit-Ready Xero

The CPR Alert is available to selected existing Xero clients during the pilot period. Profit-Ready Xero is a separate paid setup service.

What happens next?

CPR Alerts show the warning. Profit-Ready Xero sets up the fix.

The monthly CPR Alert helps you spot cash, profit, or revenue pressure earlier. If you want the full system set up inside Xero, Profit-Ready Xero is the next step.

1

Submit your CPR numbers

Send us your cash safety amount, profit target %, and monthly sales floor so we can set up your monthly CPR Alert.

Submit CPR Alert Setup Form
2

Install Profit-Ready Xero

We help set up the Xero money routine behind the alert, so you can see what is safe to spend, what profit to protect, and what sales level you need.

See Profit-Ready Xero

The CPR Alert is available to selected existing Xero clients during the pilot period. Profit-Ready Xero is a separate paid setup service.

What happens next?

Start with the free monthly CPR Alert

The free monthly CPR Alert shows the warning signs. If your numbers need attention,
you can choose the next step.

The free monthly CPR Alert is currently available only to selected existing Xero clients
during our pilot period.

It is a simple monthly warning light, not a full advisory review.

1

Submit your CPR numbers

Send us your cash safety amount, profit target %, and monthly sales floor so we can set up your free monthly CPR Alert.

Submit CPR Alert Setup Form
2

Book a Profit Audit

If the alert shows pressure, a Profit Audit helps review what is causing it and what to fix first.

Book a Profit Audit
3

Set up Profit-Ready Xero

If you want the full system, Profit-Ready Xero helps set up the money routine behind the alert.

Learn about Profit-Ready Xero

Only the monthly CPR Alert is free during the pilot period.
Profit Audit and Profit-Ready Xero are separate paid services.
If anything changes after the pilot, we will let you know first.

What happens next?

CPR Alerts show the warning.
Profit-Ready Xero helps fix the system.

The free monthly CPR Alert is a simple warning light.
It helps you spot cash, profit, or revenue pressure earlier.

1. Free CPR Alert

Shows if cash, profit, or revenue needs attention.

2. Profit Audit

Finds what is causing the pressure and what to fix first.

3. Profit-Ready Xero

Sets up the money system so you know what to do next.
Learn more

Submit CPR Alert Setup Form

Want the full setup, not just the monthly warning light? See Profit-Ready Xero here.

What happens next?

CPR Alerts show the warning.
Profit-Ready Xero helps fix the system.

The free monthly CPR Alert is a simple warning light.
It helps you spot cash, profit, or revenue pressure earlier.

1. Free CPR Alert

Shows if cash, profit, or revenue needs attention.

2. Profit Audit

Finds what is causing the pressure and what to fix first.

3. Profit-Ready Xero

Sets up the money system so you know what to do next.

Book a Profit Audit

Free vs upgrade

CPR Alerts vs Profit-Ready Xero

CPR Alerts show the warning signs.
Profit-Ready Xero helps set up the money system behind the warning.

Free pilot

Monthly CPR Alerts

Upgrade

Profit-Ready Xero

Purpose
A simple monthly warning light for cash, profit, and revenue.
A one-time setup to help you use Xero as a simple money control system.
Cash
Shows if cash is tighter than it looks.
Helps you know what money is safe to use and what should stay untouched.
Profit
Shows if you are keeping less profit than planned.
Helps you build the habit of keeping profit before spending everything else.
Revenue
Shows if monthly sales are below what the business needs to cover costs.
Helps you know when sales are not enough, even if the business feels busy.
Targets
Uses the cash, profit, and sales targets you provide.
Helps you choose practical starting targets and a simple rollout plan.
Xero numbers
Checks selected Xero numbers once a month.
Sets up a clearer way to use Xero for cash, profit, and sales decisions.
What you receive
One monthly CPR email if your numbers need attention.
Setup, training, and short support so you know how to use the system.
Support
No full review or advisory support included.
Includes one training session and 1 to 3 months support, depending on package.
Best for
Spotting warning signs early.
Setting up the money routine so you know what to do next.

Next step

Want help making sense of your CPR numbers?

If your CPR Alert shows cash, profit, or revenue pressure, the next step is a Profit Audit.

We review what is causing the pressure, confirm your CPR targets, and give you a simple rollout plan for your Xero money system.

Book a Profit Audit

Free CPR Alert shows the warning. Profit Audit explains the cause. Profit-Ready Xero sets up the fix.

Free vs upgrade

CPR Alerts vs Profit-Ready Xero

CPR Alerts show the warning signs. Profit-Ready Xero helps set up the money system behind the warning.

Free pilot

Monthly CPR Alerts

Upgrade

Profit-Ready Xero

Purpose
Monthly warning light for cash, profit, and revenue.
One-time setup to help you use Xero as a money control system.
Cash
Shows if cash is tighter than it looks.
Helps you know what money is safe to use and what should stay untouched.
Profit
Shows if you are keeping less profit than planned.
Helps you build the habit of keeping profit before spending everything else.
Revenue
Shows if monthly sales are below what the business needs to cover costs
Helps you know when sales are not enough, even if the business looks busy.
Xero numbers
Uses selected Xero numbers for a simple monthly check.
Reviews how your Xero is set up and improves how the numbers are used.
Targets
Uses the targets you provide.
Helps you choose practical starting targets and rollout rules.
Email
One monthly CPR email if your numbers need attention.
Includes setup, training, and support so you know how to act on the numbers.
Support
No full advisory review included.
Includes one training session and 1 to 3 months support, depending on package.
Best for
Spotting warning signs.
Setting up the system so you know what to do next.

Simple way to think about it

CPR Alerts show what needs attention. Profit-Ready Xero helps set up the cash, profit, revenue targets, and routine behind it.

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