Most builders don’t have a money problem. What they have is a visibility problem. When your financial systems aren’t connected, decisions get delayed, stress piles up, and you’re left guessing whether jobs are actually making money or just keeping the lights on.

In this episode, Katie breaks down how connecting your job management system with Xero and Dext gives you real-time clarity without adding more admin to your plate. This is about seeing issues before they become blowouts, tightening up your quoting using real data, and finally running your business with confidence instead of constant catch-up.

If you’re sick of chasing information, making decisions in the dark, or feeling like your numbers are always behind you, this episode will change how you think about your financial setup.

In this episode of Profit First for Tradies, you’ll learn the following:

1. 00:31 - How disconnected systems quietly drain time and profit
2. 02:39 - How connecting job management with Xero creates instant clarity
3. 04:09 - How live financial feedback allows you to identify gaps early and make proactive decisions instead of reacting after the damage is done
4. 05:04 - How consistent tracking leads to tighter pricing, fewer surprises, and jobs that finish closer to budget expectations
5. 06:56 - How to review your financial system and identify one fix

If your financial system feels heavier than it should, this is your sign to stop pushing harder and start simplifying smarter.

Better visibility doesn’t mean more work. It means fewer surprises, stronger margins, and decisions you can actually trust.

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
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• Website: https://www.profitfirstfortradies.com.au/