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. Snapshot #5: The Ripple Effect of One Smart Move

    11/26/2025 · BONUS

    Snapshot #5: The Ripple Effect of One Smart Move

    Most business owners think long hours, high overheads, and constant pressure are just part of the deal. Jodi Porteous shows a different path. Once she implemented Profit First, her business became leaner, clearer, and easier to run. In this snapshot, Jodi shares how moving her operation fully online cut her overheads in half and strengthened the way her team works. A dedicated 1% community account created meaningful impact across every location her team lives in. Another 1% saved for team travel grew steadily until it funded a full team retreat in Bali and a week-long business shutdown with no client issues. If you’ve been operating in survival mode, this snapshot shows how steady, consistent decisions can shift your business from heavy and reactive to intentional and sustainable. Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-08-how-one-accountant-rewrote-the-rules/id1800335872?i=1000704633585 Spotify - https://open.spotify.com/episode/7hDbKa6fDFaQk47MX4OY6Y?si=X8YJrQi-SSqHJUXsrKCfWQ Watch the full episode on Youtube: https://youtu.be/W19ruI7ZY9w

    9 min
  4. Snapshot #4: You Don’t Need to Be a Financial Expert to Be Profitable

    11/19/2025 · BONUS

    Snapshot #4: You Don’t Need to Be a Financial Expert to Be Profitable

    You don’t need a finance degree to run a profitable business. You just need the right habits. In this episode, Katie Crismale-Marshall unpacks the biggest myth business owners believe: that you need to be a “numbers person” to take control of your finances. It’s just not true. Using real world examples and insights Katie explains how Profit First helps overwhelmed business owners shift from stress to clarity, by making profit a habit, not an afterthought. You’ll learn how to: Build profit into your business no matter your “money skills”Create consistent, sustainable systems that work in any seasonMake money management feel empowering (and even fun)Rewire old beliefs that keep you stuck in financial overwhelmRegain control, even when business throws you a curveball Whether “fun” is your word or not, Katie encourages you to define what you want your business to feel like, and connect that emotion directly to your profit systems. Because when profit becomes a habit, freedom follows. Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-07-profit-first-mindset-how-profit-first-has/id1800335872?i=1000703782112 Spotify - https://open.spotify.com/episode/0b4H8wPukZ5sMgaFDvvLR9?si=e125fb43e98a42b7 Watch the full episode on Youtube: https://youtu.be/UfFffy66Un4?si=l2oGWkeunT2fDYM9

    6 min
  5. Snapshot #3: Busy, But The Profit Isn’t There? Here’s What’s Really Going On

    11/12/2025 · BONUS

    Snapshot #3: Busy, But The Profit Isn’t There? Here’s What’s Really Going On

    Making money but never seeing it? Let’s fix that In this snapshot episode, we unpack why profit so often disappears and how flipping the old accounting formula on its head can completely change your financial story. You’ll learn how to pay yourself first, set aside profit without starving your business, and finally start building a business that rewards you, not one that drains you. By the end of this episode, you’ll realise that ‘profit’ isn't something you hope for, but something you can guarantee. What you’ll learn: Why you’re making money but still not seeing profit, and how to fix itHow to flip the traditional accounting formula to make profit predictableThe simple 1% habit that helps you pay yourself (without starving your business)How Profit First builds a buffer for slow months, late payments, or growthWhy consistent profit isn’t luck, it’s a system you can build Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-01-how-to-pay-yourself-first-and-still-grow/id1800335872?i=1000697976297  Spotify - https://open.spotify.com/episode/3x1bkebXL2TtDqlNbTrtoo  Watch the full episode on Youtube: https://www.youtube.com/watch?v=kORd2nBScDY

    6 min
  6. Snapshot #2: Designing a Business That Gives You Life (Not Drains It)

    10/27/2025 · BONUS

    Snapshot #2: Designing a Business That Gives You Life (Not Drains It)

    Most business owners build their business around work, not their life. But what happens when you flip that? In this snapshot episode, Tracy Brockhoff shares how implementing Profit First transformed not just her numbers, but her day-to-day joy. Tracy rebuilt her business around how she wanted to live and found herself living an abundant life she never thought possible. Twelve months after starting, she was standing in Italy, something she once believed was out of reach. What began as a cashflow system became the bridge to freedom, travel, and choice. If you’ve ever thought, “I just have to keep pushing,” this episode will show you a better way, one where your business works for you, not against you. Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-09-how-profit-first-turns-financial-stress/id1800335872?i=1000706709435 Spotify - https://open.spotify.com/episode/5holil9avSrQDuE2LSYSX3?si=73TrmOOfR06PfYQVEmlGSw Watch the full episode on Youtube: https://youtu.be/qYsm-wUvH7U

    7 min
  7. Snapshot #1: The Growth Trap That’s Silently Killing Small Businesses

    10/16/2025 · BONUS

    Snapshot #1: The Growth Trap That’s Silently Killing Small Businesses

    Most business owners believe that growth means success. But what if the thing you’re chasing is actually what’s holding you back? In this eye-opening conversation, Katie and Profit First author Mike Michalowicz unpack why chasing revenue often leads to stress, not freedom. They talk about the moment every business owner hits after a few years in—when the hard work isn’t paying off like it should, and you start wondering if this is really what success looks like. Mike shares a powerful reframe: growth without profit isn’t success, it’s stress. He explains why so many business owners live paycheck to paycheck even after years in business, and how to finally break that cycle. Katie talks about the myth of “I’ll be profitable when I grow,” and why waiting for more revenue before creating profit never works. If you’re ready to stop the endless hustle and start building a business that actually gives you freedom, this episode is for you. Listen to the full episode here Apple - https://podcasts.apple.com/au/podcast/episode-02-forget-the-growth-at-all-costs-mindset/id1800335872?i=1000697976136 Spotify - https://open.spotify.com/episode/6Hs3KzXeViMymM0VBzGBk8?si=ufPR4BrBQcqLbw7RWJQDzA Watch the full episode on Youtube: https://youtu.be/VfRngID8cyA

    11 min
  8. 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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