After 10 years of Profit First changing businesses worldwide, and nearly a decade of helping tradies implement it, I know this system works. But I also know it doesn’t always go smoothly. 

Whatever your reason, I want to hear about it.

Tell me your story. Why? Because your feedback helps me improve the way I teach Profit First, update my resources, and make sure more tradies can actually get results. 

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

• Common reasons Profit First fails (01:30)
• Why I wants to hear about your Profit First struggles (03:07)
• Are you building the business you dreamed of? (04:33)
• Reach out and get a special bonus (06:03)

This episode is all about YOU. If Profit First hasn’t worked in your business, I want to hear why. Your feedback makes a difference — not just for you, but for the entire trade business community.

Let’s make your business permanently profitable!

Resources

https://www.profitfirstfortradies.com.au/book-a-call 

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Your business is making money, but where’s your profit? Let’s fix that.

Today, we’re diving into Profit First, a cash flow system that ensures you actually keep more of what you earn. Forget paper profit that only looks good on reports. This is about real, tangible, cash-in-the-bank profit.

You’ll learn how to flip the traditional accounting formula, structure your money in a way that ensures profitability, and finally escape the exhausting cycle of making money but never seeing any of it. Plus, Katie will break down exactly how to get started with Profit First without overcomplicating it.

This episode is a must-listen for business owners who want less stress, more clarity, and a guaranteed way to get paid.

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

• How Profit First helps you finally see and keep the money you’re making (00:00)
• Cash flow struggles business owners face (00:52)
• How to start building a truly profitable business with just 1% (02:39)
• How simple habits help you plug the leaks in your business finances and ensure you always have profit set aside (06:30)
• The value of starting small and being consistent with Profit First (07:13)
• Getting in touch with Katie (09:40)

Profit First isn’t just another accounting method. It’s a mindset shift. It’s about prioritising your financial success so that your business truly supports you. If you’re ready to stop stressing about money and start actually keeping what you earn, this is your first step.

Resources

https://www.profitfirstfortradies.com.au/book-a-call 

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Profit First is powerful, but only if you set it up right. Let’s fix that.

So you’ve heard all the hype about Profit First and about how it transforms businesses and makes financial stress a thing of the past. So why hasn’t it worked for you? You’ve tried, you’ve shifted money around, you’ve followed the book, but somehow, it just isn’t clicking.

The thing is, Profit First is a simple framework, but it isn’t necessarily easy. And if it’s not customised to your business, it won’t work the way it should. 

That’s where a Certified Profit First Professional comes in. Someone who’s trained, tested, and continuously improving their ability to make Profit First work for real businesses in real industries.

In this episode, we break down why Profit First might not be working for you, how to adjust your system for success, and why getting expert guidance could be the best move for your business. 

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

• Why treating Profit First like a DIY project can leave you with more confusion than clarity (00:15)
• Why working with a certified Profit First professional matters (01:03) 
• Common pitfalls when you DIY Profit First (02:31)
• Why a customised framework and expert guidance can make all the difference in getting real financial results (03:17)
• The 3 biggest benefits of getting expert help (05:03)
• The fast-track to making Profit First ]work for you (07:33)

You don’t have to struggle with Profit First alone. With the right setup, guidance, and a system that actually fits your business, you can finally see the financial transformation you’ve been hoping for. 

Resources

https://www.profitfirstfortradies.com.au/book-a-call 

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Waiting for the perfect moment to fix your finances is the fastest way to make them worse. Here’s what to do instead.

In this episode, Katie breaks down the biggest myths stopping business owners from taking control of their finances and why getting started now, even if everything feels like a mess, is the smartest move you can make. You’ll hear why waiting only makes things worse, simple steps you can take today (even if you’re overwhelmed), and why just 15 minutes a week can change everything for your business.

If your finances feel like a black hole of stress, this episode is exactly what you need.

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

• Why perfection isn’t required to get started (just start!) (00:47)
• Why starting now, even in chaos, makes everything easier (01:39)
• Making managing your money a 15-minute habit (03:25)
• Three simple steps to take control of your cash flow (04:20)
• What to do right now to start fixing your finances (07:19)

The best time to take control of your finances isn’t when things settle down. It’s now. No matter how chaotic your business feels, small steps today can prevent big problems tomorrow. 

Remember, you don’t have to do this alone. Together, let’s make your money work for you, starting today. 

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Another new year, another cash flow headache? If you’ve been putting off Profit First because you think you don’t have the money to start, you need to understand that waiting for the “right time” is exactly what’s keeping you stuck.

In this episode, Katie breaks down the three most common excuses tradies make when it comes to managing cash flow and why these are holding you back. More importantly, she’ll show you how to take control of your cash flow today with three simple, doable steps that will change everything.

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

• Why January can be tough for tradies (01:09)
• Top three reasons tradies delay fixing their cash flow (01:45)
• Three small but powerful steps to start turning things around (03:23)
• Simple steps you can take today to break the cycle and regain control (07:55)

You don’t need a pile of cash to implement Profit First. You don’t need to wait until you’ve paid down all your debt. What you do need is a plan that works, and that starts right here. 

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Hustling hard and stressed about your numbers? You’re not alone — and here’s how to fix it.

As the year winds down, it’s time for an honest chat about the financial struggles that so many tradies face. If you’ve ever felt the sting of cash flow shortages despite working your butt off, this episode is your lifeline. 

With over 13 years in bookkeeping and seven years coaching tradies, Katie lays it all out — why financial stress happens, what you can do about it, and how to start the new year with your numbers in control. 

From untangling messy financial systems to bridging the gap between you and your accountant, this episode is packed with actionable insights for a better financial future.

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

• Financial struggles are more common than you think (00:02)
• How messy systems are costing tradies time and money (01:47)
• A 15-minute chat to transform your financial chaos into clarity (04:34)
• Simple and efficient is the goal (05:45)
• The renovation analogy (07:02)
• Start the year right with Katie’s no-fluff plan to tackle financial stress (08:40)

You don’t have to keep living in financial overwhelm. Let’s make 2025 the year you take control of your numbers and finally see your hard work pay off. Don’t wait until it’s too late — start your journey to simple and efficient financial systems today!

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Christmas is coming, but January bills are lurking. Here's how to prep NOW.

As the holidays approach, it’s easy to focus on the here and now — busy schedules, last-minute jobs, and the rush to meet end-of-year demands. But what if we told you that spending a little time on your business finances now could make January, February, and beyond feel a whole lot easier? 

Today, Katie breaks down three practical, easy-to-implement steps to protect your cash flow, avoid late-paying clients, and manage your bills so you can enjoy the new year stress-free.

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

• Why the end of the year can be a nightmare for tradies’ cash flow (00:03)
• Why making the decision to take action NOW is half the battle (01:08)
• How identifying your key financial pain points can create a clear path forward (01:41)
• The importance of reaching out for help before you find yourself in a post-Christmas bind (02:21)
• Why taking action now could save you from a whole lot of stress (04:50)

Don’t leave your business finances until the last minute. Taking just a little time now to plan could mean the difference between a calm, profitable start to the new year and a full-blown cash flow crisis. 

This holiday season, give yourself the gift of financial peace of mind.

If Profit First is failing you, don’t quit — let’s fix it together!

In this episode, we dive into the frustrations many business owners face when trying to implement the Profit First system. You may have read the books, listened to the podcasts, or even given it a shot in your business, but still, the results just aren’t adding up. 

Why does it seem to work for everyone else except you? Katie unpacks the common mistakes, missteps, and hurdles she’s seen from business owners who’ve hit the wall with Profit First, offering practical tips to get things back on track.

Whether you’ve fallen off the Profit First wagon, or you’ve just never felt like it’s working for your business, Katie’s advice could be the game-changer you need. Learn the key elements of setting up Profit First correctly, staying consistent, and adjusting the system as your business evolves. Plus, she offers a free resource to help you identify where you’re getting stuck.

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

• The frustration with Profit First (00:10)
• Three common Profit First pitfalls (01:11)
• The essential checklist to troubleshoot your Profit First issues and get moving toward sustainable success (03:05)
• Need Help? Here are your options (03:37)

If Profit First has been a frustrating experience for you, don’t throw in the towel just yet. With the right adjustments and consistent application, it can absolutely transform your business. It’s never too late to get it right — take that next step to financial clarity and freedom!

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Burnt out, stressed, and confused by your numbers? Let's fix that.

In today’s episode, Katie dives deep into the hidden problems lurking in your Xero file that are silently sabotaging your business. Whether you’re a business owner doing your best to manage your books or you're working with a bookkeeper who’s missing the mark, these issues are leading to inaccurate reporting, poor bookkeeping processes, and dreaded surprise tax bills. 

But don’t worry — Katie’s here to help you turn it all around with simple, practical steps. She'll walk you through identifying red flags, streamlining your bookkeeping, and ensuring your Xero file is one of your best business assets, not your biggest headache.

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

• The 3 biggest frustrations business owners face with Xero files (00:30)
• The dangers of inaccurate reporting (02:00)
• The perils of inefficient bookkeeping and tips to streamline your processes (02:34)
• The worst outcome of mismanaged books: surprise tax bills (03:02)
• A quick and simple DIY audit to spot discrepancies in your Xero dashboard (03:26)
• The importance of asking for help when things don’t look right (04:57)
• How to get in touch with Katie (07:39)

Ready to take control of your Xero file and breathe that sigh of relief? Don’t wait for things to get worse — open up your dashboard now, do a quick check, and start asking the right questions! 

QUOTES

“You can simply open up your Xero dashboard and look at those three points, and if it doesn't make sense, then you know exactly what you need to do — you need to reach out and ask for help.” - Katie Crismale-Marshall

Resources

Xero

Hubdoc

• The common groans about planning and why tradies need to reflect on their business' purpose and end goals (00:31)
• The unpredictability of the trades industry and why having a plan still matters (01:06)
• The value of personalising your plans (02:42)
• First crucial point in planning: Visualise possibilities (03:22)
• Second crucial point in planning: Decide, declare, and write them down (04:07)
• Third crucial point in planning: Rough out the draft (04:45)
• Insights from a masterclass by Andrew Sparks (06:14)

• Email: [email protected]  
• Instagram: https://www.instagram.com/profitfirstfortradies/ 
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies 
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/