Profit First For Tradies

著者： Katie Crismale-Marshall
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  • サマリー

  • Growing a successful trades business isn’t about you being the best on the tools. It’s about how you Profit, Plan, Prepare and Prosper, so you can create a business that supports you and your family. This is the podcast for tradies who are ready to transform their business from a cash-eating monster to a money-making machine.
    Katie Crismale-Marshall © 2024
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あらすじ・解説

Growing a successful trades business isn’t about you being the best on the tools. It’s about how you Profit, Plan, Prepare and Prosper, so you can create a business that supports you and your family. This is the podcast for tradies who are ready to transform their business from a cash-eating monster to a money-making machine.
Katie Crismale-Marshall © 2024
リーダーシップ マーケティング 経済学
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エピソード
  • 16: 3 Hidden Problems in Your Xero File — and How To Solve Them

    16: 3 Hidden Problems in Your Xero File — and How To Solve Them
    2024/11/04

    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
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    11 分
  • 15: Transform Chaos into Clarity by Mastering Planning and Goal Setting

    15: Transform Chaos into Clarity by Mastering Planning and Goal Setting
    2024/07/22
    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 that planning isn't about following a perfect path but about having a direction to steer through challenges and achieve long-term success. By having a clear vision and actionable steps, you can navigate industry challenges more effectively, ensuring sustained growth and profitability.
    In this episode of Profit First for Tradies, you’ll learn the following:

    • 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)


    Setting clear goals and planning are essential for tradies looking to save time, money, and sanity in their business journey. This strategic approach not only helps in achieving personal and financial goals but also provides a roadmap for long-term success and stability in business. Remember, successful planning starts today — not tomorrow, not next month, not next year.
    CONNECT WITH KATIE CRISMALE-MARSHALL
    • Email: support@profitfirstfortradies.com.au
    • 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/
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    9 分
  • 14: Steps to Profit First Success for Tradies at Any Stage

    14: Steps to Profit First Success for Tradies at Any Stage
    2024/07/15
    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 myth that you need to be a big player to start profiting.
    In this episode of Profit First for Tradies, you’ll learn the following:

    • Common misconceptions about starting Profit First (00:46)
    • Why now is always the best time to implement Profit First (01:06)
    • Step 1: Read or listen to Katie’s book Profit First for Tradies (01:27)
    • Step 2: Audit your systems — the importance of having integrated financial and job management systems (02:01)
    • Step 3: Get started with Profit First — here’s how (02:54)
    • Available resources with action items for different business stages (05:15)


    This episode is perfect for tradies at any stage of their business journey, from newbies to seasoned professionals. By implementing the steps discussed, you'll streamline your financial systems and start seeing consistent profits. Remember, Profit First is for every tradie, no matter where you are in the game.

    QUOTES

    “The key with Profit First is consistency. Get started — you don't have to build the entire framework right from the beginning. You just have to get started with parts of that framework and then continue to build over time.” - Katie Crismale-Marshall


    Resources

    Profit First for Tradies by Katie Crismale-Marshall
    Profit First for Tradies Facebook Group
    CONNECT WITH KATIE CRISMALE-MARSHALL
    • Email: support@profitfirstfortradies.com.au
    • 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/
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    7 分

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