The Profit First Podcast Australia and New Zealand

Katie Crismale-Marshall

TRANSFORM ANY BUSINESS FROM A CASH-EATING MONSTER TO A MONEY-MAKING MACHINE USING PROFIT FIRST METHODOLOGY

  1. Snapshot #7: Beyond Profit First and Into Forecasting, Financial Teams, and Peace of Mind

    FEB 25 · BONUS

    Snapshot #7: Beyond Profit First and Into Forecasting, Financial Teams, and Peace of Mind

    Profit First is brilliant … but it’s just the starting line. In this snapshot, Katie and Craig Minter dive into how financial peace of mind evolves from simple bank accounts into forecasting, team building, and money mindset shifts that actually free you to grow. Think of it as moving from “profit buckets” to a full-blown financial brain care model that keeps your shoulders relaxed and your business future clear. You’ll learn:Why Profit First is a powerful starting point (but not the whole journey)How simple bank accounts can create peace of mind and open the door to growthThe role of forecasting in turning clarity today into confidence tomorrowWhy building the right financial team matters more than expecting one person to do it allHow money mindset and archetypes shape the way you make financial decisions Profit First gives you clarity today, but the real magic happens when you evolve into forecasting, team building, and mindset shifts. This episode is your reminder that financial peace isn’t just about numbers, but also about freedom, confidence, and the future you’re building. Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-10-the-financial-strategy-thats-more/id1800335872?i=1000722552337 Spotify - https://open.spotify.com/episode/3JhKuHLLvwB5c1BfSb1PHz Watch the full episode on Youtube: https://www.youtube.com/watch?v=VACWv50CtBE CONNECT WITH KATIE CRISMALE-MARSHALL     Instagram: https://www.instagram.com/profitfirstanz/Website: https://www.profitfirstaustralia.com.au/  LinkedIn: https://www.linkedin.com/company/profitfirstanz/YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz

    8 min
  2. Snapshot #6: The Profit First Shift That Shows You Exactly What to Fix in Your Business

    12/17/2025 · BONUS

    Snapshot #6: The Profit First Shift That Shows You Exactly What to Fix in Your Business

    Most tradies think the money sitting in their bank account means they’re doing okay,  until it quietly disappears.  In this snapshot, Katie breaks down why that happens, and how the first Profit First principle (small plates) stops the bleed instantly. Then she dives into serving sequentially, the Profit First principle that confuses most business owners at first, but becomes the game-changer once they understand it. Katie shows how allocating revenue in a strict order reveals the true health of your business, exposes hidden problems fast, and gives you a clear plan for what to fix next. If your business feels busy but the bank account tells a different story, this conversation shows you how Profit First turns uncertainty into clarity, and clarity into profit. You’ll learn:Why money “disappears” when it sits in one or two accountsHow the small plates principle stops overspending on autopilotThe simple purpose of multiple bank accounts — and why tradies make better decisions with themWhat “serving sequentially” really means inside Profit FirstWhy an underfunded operating expenses account is a warning sign, not a failureHow starting with just 1% profit rewires your thinking and improves cash flowThe allocation order that keeps GST, profit, owner pay, tax, and expenses exactly where they need to beHow Profit First gives you direction instead of overwhelm For tradies who aren’t sure whether Profit First will work for them, this snapshot gives a grounded, real-world look at why the system creates confidence, structure, and profit, without complicating your bookkeeping. Apple - https://podcasts.apple.com/au/podcast/episode-03-why-your-business-isnt-profitable-and-how/id1800335872?i=1000700038916 Spotify - https://open.spotify.com/episode/5CgYSl88OpebfzzbQ3ni8u?si=a885fc545e5b4119 Watch the full episode on Youtube: https://youtu.be/9CT842jK69w CONNECT WITH KATIE CRISMALE-MARSHALL     Instagram: https://www.instagram.com/profitfirstanz/Website: https://www.profitfirstaustralia.com.au/  LinkedIn: https://www.linkedin.com/company/profitfirstanz/YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz

    6 min
  3. Episode 13: Building A Business That Funds Your Life Not Drains It with Jack Sedgman

    09/10/2025

    Episode 13: Building A Business That Funds Your Life Not Drains It with Jack Sedgman

    Profit isn’t selfish - it’s your duty.  In this episode with builder-turned-business owner Jack Sedgman, you’ll discover how Profit First turns the chaos of cash flow into predictable, stress-free growth. If you’ve ever felt like you’re working harder but still struggling to get ahead, this conversation will show you the simple money system that flips the script. We’ll explore how financial predictability shifts you from survival mode into steady growth, why most business owners are missing the cash management skills they were never taught, and how to scale bigger without losing control. You’ll see how to design a business that funds your life, not consumes it - one that gives you time for family, freedom to pursue new opportunities, and a strong financial team to keep you permanently profitable. In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following: How to stop working harder for less money by installing a simple system that creates clarity, predictability, and consistent profit (02:06)How Profit First instantly organises your money, removes cash chaos, and helps you plan for big expenses and investments (03:25)Shifting from survival to growth (06:55)Financial tools most business owners were never taught (12:20)Aligning profit with personal values and building a business that funds your life (16:15) If you’re ready to stop guessing with your money and start running a business that pays you first, this episode is your roadmap. Tune in, take notes, and see how simple shifts can give you profit, predictability, and the freedom to focus on what really matters.  Don’t just work for your business. Make your business work for you. CONNECT WITH KATIE CRISMALE-MARSHALL     Instagram: https://www.instagram.com/profitfirstanz/Website: https://www.profitfirstaustralia.com.au/  LinkedIn: https://www.linkedin.com/company/profitfirstanz/YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz

    21 min

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TRANSFORM ANY BUSINESS FROM A CASH-EATING MONSTER TO A MONEY-MAKING MACHINE USING PROFIT FIRST METHODOLOGY

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