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Do you feel overwhelmed by the financial situation of your business? Are you a trade-based business owner whose cash in bank position hasn’t improved even when you are flat out? Learn how you can take control of your business’ finances!
Join us as we discuss how to build a permanently profitable tradie business through financial management and more! We cover everything you need to know to make your tradie business thrive.
Our special guest for this episode is Katie Crismale-Marshall of Profit First for Tradies. A certified Profit First Mastery level coach and author of Profit First for Tradies who thoroughly enjoys working with trades business owners for over 10 years with her bookkeeping business Efficient Tradie Bookkeeping to help them build their permanently profitable businesses.
Discussion Points:
00:00 Introduction
00:32 Welcomes Katie Marshall
03:08 Matt shares a brief background about his business with Profit First for Tradies.
09:00 Steps to take to get started on financial management
15:43 Importance of having a bookkeeper in a business
22:06 How Matt manages the financials of his business
24:39 Identifying what you need for your business’ financial situation
25:17 Redflags on businesses that doesn’t have financial management system in place
28:10 How you can use financial literacy in your personal life
29:40 Debunking myth on financial management system
31:58 How to work less and make more money
36:29 Matt’s view on having the right people in your team
41:22 How finance management system can help your personal goals
Resources:
Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!
🧰 Want Access To Tools & Training from Industry Leaders?
Join Tradie Academy, our free community packed with templates, checklists, and resources shared by podcast guests, coaches, and successful tradies.
👉 Join free and grab your next growth tool.
📲 Stay Connected:
⭐ Enjoyed This Episode? Leave us a review here!
4.8
1616 ratings
Do you feel overwhelmed by the financial situation of your business? Are you a trade-based business owner whose cash in bank position hasn’t improved even when you are flat out? Learn how you can take control of your business’ finances!
Join us as we discuss how to build a permanently profitable tradie business through financial management and more! We cover everything you need to know to make your tradie business thrive.
Our special guest for this episode is Katie Crismale-Marshall of Profit First for Tradies. A certified Profit First Mastery level coach and author of Profit First for Tradies who thoroughly enjoys working with trades business owners for over 10 years with her bookkeeping business Efficient Tradie Bookkeeping to help them build their permanently profitable businesses.
Discussion Points:
00:00 Introduction
00:32 Welcomes Katie Marshall
03:08 Matt shares a brief background about his business with Profit First for Tradies.
09:00 Steps to take to get started on financial management
15:43 Importance of having a bookkeeper in a business
22:06 How Matt manages the financials of his business
24:39 Identifying what you need for your business’ financial situation
25:17 Redflags on businesses that doesn’t have financial management system in place
28:10 How you can use financial literacy in your personal life
29:40 Debunking myth on financial management system
31:58 How to work less and make more money
36:29 Matt’s view on having the right people in your team
41:22 How finance management system can help your personal goals
Resources:
Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!
🧰 Want Access To Tools & Training from Industry Leaders?
Join Tradie Academy, our free community packed with templates, checklists, and resources shared by podcast guests, coaches, and successful tradies.
👉 Join free and grab your next growth tool.
📲 Stay Connected:
⭐ Enjoyed This Episode? Leave us a review here!
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