Profit First For Tradies

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:00:31 - How disconnected systems quietly drain time and profit02:39 - How connecting job management with Xero creates instant clarity04:09 - How live financial feedback allows you to identify gaps early and make proactive decisions instead of reacting after the damage is done05:04 - How consistent tracking leads to tighter pricing, fewer surprises, and jobs that finish closer to budget expectations06:56 - How to review your financial system and identify one fixIf 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-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook Group: https://www.facebook.com/groups/profitfirstfortradies Facebook: https://www.facebook.com/ProfitFirstforTradies/Website: https://www.profitfirstfortradies.com.au/

If you’re tired, flat out, and quietly hoping the numbers can wait until January then this episode is for you.End of year is where a lot of tradies fall off financially, not because they don’t care, but because they’re exhausted. The problem is, waiting almost always creates a harder January than necessary.In this episode, Katie brings things back to basics. No catch-up marathons. No perfection. Just a short, realistic reset that keeps you connected to your money so it can support you instead of stressing you out.This is a reminder that Profit First isn’t about doing everything perfectly. It’s about keeping the habit alive, especially when things feel busy, tight, or messy. Because the tradies who stay connected, even loosely, always start the year stronger.Katie walks you through a simple 15-minute check-in you can do before Christmas that creates clarity now, reduces pressure later, and helps you head into the new year already a step ahead.Whether you’ve been consistent with Profit First, stopped and started, or never quite felt on track, this episode meets you where you are and shows you how to finish the year feeling steadier and more in control.In this episode, you’ll learn:Why waiting until the new year to “fix the finances” often backfiresThe true non-negotiables to stay on top of before ChristmasHow a 15-minute money check-in restores clarity and calmWhy progress beats perfection every timeHow your bank accounts quietly show you where to focus firstYou don’t need a clean slate or a perfect system to finish the year well.You just need a pause, an honest look at your numbers, and the willingness to keep going.This episode shows you how to do exactly that, so you can start the new year grounded, prepared, and already moving forward.CONNECT WITH KATIE CRISMALE-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook Group: https://www.facebook.com/groups/profitfirstfortradies Facebook: https://www.facebook.com/ProfitFirstforTradies/Website: https://www.profitfirstfortradies.com.au/

Dreading a broke January? You can change that before Christmas.If the first few months of every year feel like one long cashflow hangover, this episode will feel like a deep breath. You will learn a simple three step plan to get your cash in your bank account before Christmas and stop dragging unpaid invoices into January, February, and March. You will see exactly how to shorten the gap between finishing a job and getting paid, how to chase overdue invoices without feeling pushy, and how to reset your systems so the new year starts with money in the bank instead of panic in your chest.If you are a small business owner who is great at the work but tired of constantly waiting for cash to show up, this is your roadmap to a much calmer January. In this episode of Profit First for Tradies, you’ll learn the following:0:28 - Why the first quarter feels so stressful for small business owners 1:40 - How a non-negotiable invoicing habit transforms your cashflow 2:11 - A simple process to review who owes you money right now and how to follow up overdue invoices 2:26 - Hitting reset in January by repeating the same three steps 2:54 - Using templates and smart Xero reminders to automate more of the chasingChristmas rush now or cash crunch later? Here is how to make sure you get paid.Pop your headphones on, grab your invoice list, and use this as a working session to clean up your receivables and set your business up for a much calmer new year.ResourcesBook Your Free 15 minute SessionProfit First for Tradies Tool BoxCONNECT WITH KATIE CRISMALE-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook Group: https://www.facebook.com/groups/profitfirstfortradies Facebook: https://www.facebook.com/ProfitFirstforTradies/Website: https://www.profitfirstfortradies.com.au/

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!Resourceshttps://www.profitfirstfortradies.com.au/book-a-call CONNECT WITH KATIE CRISMALE-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook 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. Resourceshttps://www.profitfirstfortradies.com.au/book-a-call CONNECT WITH KATIE CRISMALE-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook 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-MARSHALLEmail: support@profitfirstfortradies.com.au  Instagram: https://www.instagram.com/profitfirstfortradies/ YouTube: https://www.youtube.com/@profitfirstfortradies9503/featuredFacebook 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.

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-MarshallResourcesXeroHubdoc

In this episode, Katie Crismale-Marshall breaks down the essentials for trades businesses at any stage — whether you're just starting out or have been in business for a while.

Here’s an exciting update you can't miss! In this special bonus episode, Katie shares some groundbreaking news that marks a significant milestone for both her and Profit First for Tradies.

Have you tried implementing Profit First in your business but found yourself stuck or overwhelmed? Many tradies attempt to implement Profit First but hit roadblocks due to time constraints, cash flow issues, or simply not knowing where to start. In today’s episode, we'll explore practical steps to help you get back on track and successfully implement Profit First, even if you’ve struggled before.

If you're a tradie or builder feeling overwhelmed by the challenges of running a successful business, this episode is a game-changer. Join Dean Backman from Backman Builders and Build Insite as he pulls back the curtain on the transformative power of collaboration, education, and financial mastery in the trade space.

Are you aware of just how crucial your financial team is to the success of your business? They can make or break your company and be instrumental in how soon you can achieve your goals. In this episode of Profit First for Tradies, Katie Crismale-Marshall discusses the importance of building a strong financial team for your business.