Profit First: Beyond The Book

Mastering Cash Management: A Profit First Case Study


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This episode explores how a family-run electrical business used the Profit First system to move from constant overdraft stress to complete financial control.

Tim shares how David and Sarah implemented Profit First step by step, funding their VAT bills, paying themselves consistently, and creating clarity around every pound.

Their story proves that even in challenging times, financial transformation is possible when you give your money purpose.

Key takeaways:

  • You don’t need to wait for perfect conditions to start Profit First.
  • Small, consistent steps create lasting financial change.
  • Clarity leads to confidence — and profit follows.

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Profit First: Beyond The BookBy Profit First Professionals UK & Ireland