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 addin...

Here’s the simplest financial upgrade most builders still haven’t made. If you’re running a building or trades business and constantly feel behind on cash flow, this episode cuts through the noise and gets practical - fast. It breaks down why so many business owners end up stressed, overworked, and financially reactive, not because they’re bad operators, but because they don’t have the right finan...

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....

Imagine stepping into January already knowing what you owe, what’s coming in, and what needs to happen next. Let’s make that happen. In this episode, Katie walks you through simple, practical steps to take right now to smooth out your finances so the break feels like a break, not a cash-flow crisis. You’ll learn how to get complete visibility over your upcoming bills, prepare for team holiday pay,...

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 f...

just a myth? In this powerful snapshot episode, Katie and Mick Hawes challenge the idea that making more money automatically leads to a thriving business. Mick shares hard-earned lessons from years of financial stress, revealing why true success comes down to how you manage your money—not just how much you make. Meanwhile, Katie opens up about how her most profitable year happened while working 40...

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...

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 prof...

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, b...

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 yo...

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,...

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 lay...

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 th...

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...

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 proce...

Tired of the daily grind with no clear end in sight? Discover the power of planning your success! In this episode, Katie dives into the crucial topic of goal setting and planning for trades businesses. She challenges the common resistance to planning, addressing the importance of having clear goals and a solid plan to navigate the unpredictable nature of the trades industry.  Katie emphasises...

Think you're too small for Profit First? Think again — and transform your business from a cash monster to a money-making machine! 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. She emphasises the importance of implementing the Profit First system early on, debunking the...

Wanna know the secret to keeping your business momentum? It’s a simple habit — pat yourself on the back!  In this episode, Katie Crismale-Marshall dives into the often-overlooked habit of celebrating small wins in your business. Katie shares insightful observations from her interactions with various business owners and highlights the importance of acknowledging progress, no matter how small....

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. For over six years, Katie has dedicated herself to helping tradies transform their businesses, and today, she unveils a new chapter in this incredible journey. In this episode of Profit First for Tradies, you’ll...

Stressed about EOFY? Let’s flip the script and finish strong! In this episode, we dive into the pressing topic of the end of the financial year (EOFY). With June upon us, many tradies find themselves in a whirlwind of financial stress and unfulfilled goals.  It’s a familiar tale — “I’ll start that next financial year,” but as Katie reminds us, nothing miraculously changes come July 1st. So in...

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 be...

Building a profitable trade business isn't just about swinging hammers — it's a juggling act of managing finances, teams, and growth.  In this candid conversation, Dean Backman from Backman Builders and Build Insite sits down with Katie to uncover the secrets to financial mastery. Brace yourself for a refreshingly honest look at the struggles tradies face and how to overcome them through smar...

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. He shares his journey in the building industry and the passion that led him...

Mounting ATO tax debt is a growing concern for many businesses, with some owing hundreds of thousands of dollars. Katie Crismale-Marshall understands the three biggest frustrations: constantly chasing your tail, never getting on top of things, and not knowing where you stand financially. She emphasises the importance of having a clear plan to pay off the debt within a specified timeframe while kee...

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. She emphasises that having the right professionals in place, such...