The Profit Playbook

Green & Co Accountants and Tax Advisors
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The Profit Playbook is your go-to podcast for boosting cash flow, cutting tax, and building a more profitable business. Brought to you by Green & Co Accountants and Tax Advisors, we share practical tips, real client stories, and expert insights to help you make smarter financial decisions. Whether you're just starting out or scaling up, every episode is packed with strategies you can use straight away. If you want to feel more confident with your numbers and take control of your business finances, this podcast is for you.

  1. Aug 13

    #16 - How AI Could Increase the Value of Your Business

    AI is affecting almost every business, and plenty of owners have not clocked that it is affecting theirs. If you plan to sell in the next few years, that matters more than you might think. Tracey Metcalfe is joined by Ed Gooderham, a partner at Green & Co, to talk about where AI fits into exit planning, and why it could raise the value of your business rather than dent it. In this episode, we cover: - Why anything repetitive can be automated, and what that frees your people up to do - How AI can create capacity without adding staff - Whether AI pushes business valuations up or down, and Ed's view on it - Using a SWOT review to work out what your competitors might be doing - The industries AI will barely touch, from care work to anything needing human judgement - What manufacturing's thirty years of automation tells us about where this goes - How to talk to worried staff about it, and what Green & Co told its own team - The four things to do first: SWOT, process review, AI champions, and a conversation with your accountant Chapters 00:00 Welcome and Setup 00:37 AI in Exit Planning 02:18 Value and Profit Upside 02:57 Competitors and SWOT 04:14 Industry Impact Examples 05:21 Staff Concerns and Change 06:06 Future Timing and Opportunity 07:53 Action Steps and Wrap Up 08:48 Closing and Call to Action About the podcast The Profit Playbook is the cash flow podcast for small businesses, from Green & Co Accountants and Tax Advisors in Cwmbran, South Wales. Hosted by Scott Harris and Tracey Metcalfe, each episode gives you one practical play you can use in your own business. Expert conversations, real-world solutions, no fluff. Listen everywhere Apple Podcasts: https://podcasts.apple.com/us/podcast/profit-playbook/id1821141053 YouTube: https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbR Amazon Music: https://music.amazon.co.uk/podcasts/24bd4eee-c20f-4261-b691-a5b872d6589b/profit-playbook Work with us https://www.greenandco.com Get in touch: https://www.greenandco.com/contact-us/ Follow us Facebook: https://www.facebook.com/GreenandCoAccountants LinkedIn: https://www.linkedin.com/company/green-and-co/ TikTok: https://www.tiktok.com/@greenandcoofficial #ProfitPlaybook #SmallBusinessUK #AIforBusiness #ExitPlanning #BusinessValue #Automation #BusinessOwner #Accountants

  2. Jul 16

    #14 - How to Plan Your Business Exit as the Tax Rules Change

    Thinking about selling or stepping back from your business? The tax rules around exiting are changing, and the difference between planning ahead and leaving it late can be significant. In this episode of The Profit Playbook, Tracey Metcalfe is joined by partner Ed Gooderham to talk through exit planning in a shifting tax landscape.In this episode, we cover:• Business Asset Disposal Relief (BADR) — and the rise from 14% to 18%• How BADR sits alongside the main Capital Gains Tax rate• Employee Ownership Trusts (EOT) and what's changed• Business Property Relief and passing the business on• Earn-outs, deferred payments and the risks involved• Using EIS investments to hold over gains• Why certainty over your tax bill matters and when to pay it• Building value and having an exit strategy in placeChapters:00:00 Welcome & today's topic00:38 BADR and the move from 14% to 18%01:21 Where Capital Gains Tax rates could go next02:10 Employee Ownership Trusts (EOT) after the Budget02:50 Exit vs stepping back: management teams & BPR04:00 Earn-outs, deferred payments and drawing dividends06:03 EIS investments and holding over gains08:00 When to pay the tax: certainty vs deferring09:30 Why every business needs an exit strategy12:45 Key takeawaysAbout The Profit PlaybookThe Profit Playbook is the cash flow podcast for small business owners, featuring practical strategies on cash flow, profit, and financial control, hosted by Scott Harris and Tracey Metcalfe at Green & Co Accountants and Tax Advisors.⚠️ This episode is general information, not personal tax advice. Tax rates and reliefs change — please speak to us about your own situation.Work with us🌐 https://www.greenandco.com📩 https://www.greenandco.com/contact-us/Follow Green & CoFacebook: https://www.facebook.com/GreenandCoAccountantsLinkedIn: https://www.linkedin.com/company/green-and-co/TikTok: https://www.tiktok.com/@greenandcoofficial#ProfitPlaybook #ExitPlanning #BusinessExit #CapitalGainsTax #BADR #SmallBusinessUK #Tax

  3. Jul 2

    #13 - How to Use Your Business Numbers to Make Better Decisions

    In this episode of The Profit Playbook, Tracey Metcalfe is joined by Susi French to discuss how business owners can use their numbers to make smarter decisions.Many businesses only look closely at their figures once the year-end has passed. But by that point, it may be too late to act.Tracey and Susi discuss why regular reviews, management accounts, KPIs, cash flow forecasts, and good bookkeeping can help business owners stay in control throughout the year.They also explore why relying on gut instinct alone can be risky, how different income streams should be reviewed separately, and why accounting software is only as good as the information being entered.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, they cover:• Why year-end accounts can be too late for decision-making• The value of reviewing numbers before the year-end• Why gut instinct alone can be risky• What KPIs are and why they matter• How gross margin, recovery rates, and staff utilisation can support decisions• Why different income streams should be reviewed separately• How management accounts help business owners stay in control• Why cash flow forecasting matters• How software such as Xero can improve reporting• Why good bookkeeping and human review are still importantIf you want to make better business decisions, improve visibility, and avoid surprises after the year-end, this episode is full of practical advice.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/🌐 Learn more: https://www.greenandco.com/how-to-use-business-numbers-to-make-better-decisions/Like | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #ManagementAccounts #BusinessNumbers #CashFlow #KPIs #Xero #BusinessPlanning #SmallBusinessUK

  4. Jun 18

    #12 - How to Grow Your Business Without Always Hiring More Staff

    In this episode of The Profit Playbook, Tracey Metcalfe is joined by Scott Harris to discuss whether business owners should hire more staff or look at automation first.When a business gets busy, the first reaction is often to recruit. But with technology, automation, and AI advancing quickly, it is worth stepping back to review whether new people are really the best answer.Tracey and Scott discuss how automation can help with repetitive tasks, improve efficiency, create capacity, and support existing staff in developing higher-value skills.They also explore why business owners need to communicate clearly when introducing automation, so teams understand how technology can support their role rather than simply replace tasks.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, they cover:• Why hiring is often the default growth decision• When automation may be a better first step• How AI and technology can improve efficiency• Which tasks are best suited to automation• Why communication matters when introducing change• How automation can support staff upskilling• The risk of falling behind competitors• Why your business strategy should guide the decisionIf your business is getting busier and you are deciding whether to hire, automate, or improve systems, this episode will help you think through the next step.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/🌐 Learn more: https://www.greenandco.com/should-you-hire-or-automate/Like | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #Automation #BusinessAutomation #AIForBusiness #HiringStaff #BusinessEfficiency #SmallBusinessUK #BusinessPlanning

  5. Jun 4

    #11 - How to Reward Staff Tax Efficiently

    In this episode of The Profit Playbook, Tracey Metcalfe is joined by Susi French to discuss how business owners can reward staff tax efficiently.Many employers assume the best way to reward staff is through a salary increase. But salary alone does not always motivate employees in the long term.Tracey and Susi explore different ways businesses can support, motivate, and retain staff, including salary sacrifice schemes, pension contributions, electric vehicle schemes, trivial benefits, staff events, flexible working, private medical benefits, and employee share schemes.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, they discuss:• Why salary increases are not always the best motivator• How salary sacrifice schemes work• Pension salary sacrifice examples• Electric vehicle schemes and benefit in kind rules• Trivial benefits and staff vouchers• Annual staff events and the £150 limit• Flexible and hybrid working• Private medical and wellbeing benefits• Enterprise Management Incentive schemes• Why advice is important before setting up employee benefitsIf you are a business owner looking to reward your team, improve retention, or offer more meaningful benefits, this episode gives a practical overview of the options available.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/Watch next: https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbRLike | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #StaffBenefits #EmployeeRewards #TaxEfficiency #SalarySacrifice #BusinessPlanning #SmallBusinessUK #EmployeeRetention

  6. May 21

    #10 - How to Grow Your Business Without Killing Profit

    In this episode of The Profit Playbook, Tracey Metcalfe is joined by Ed Gooderham to discuss how business owners can grow without damaging gross profit.Many businesses focus on turnover, staff numbers, or expansion. But growth does not always mean more profit. Ed explains why business owners need to understand gross profit, net profit, pricing, staffing costs, capacity, and efficiency before making growth decisions.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, we cover:• Why turnover is not the same as profit• How new staff can affect gross profit• Why pricing and margins matter• How to avoid becoming a busy fool• When to hire, use agencies, or subcontract• How seasonal businesses can manage staff costs• Why benchmarks and productivity matter• How technology and AI can create capacity• Why business owners should step back and review before growingIf you’re planning to grow your business, this episode will help you make more informed decisions and protect your profit.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/🌐 Learn more: https://www.greenandco.com/grow-your-business-profitably/Watch next: https://www.youtube.com/playlist?list=PLqwUT_JbSI1gac8j19865QlarFqDC8UbRLike | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #GrossProfit #NetProfit #CashFlowManagement #BusinessPlanning #EntrepreneurUK #SmallBusinessUK #ProfitMargins

  7. May 7

    #9 - How Much Does an Employee Really Cost?

    Many UK business owners think employing someone only costs the salary. In reality, the true cost of employing someone in the UK is far higher. In this episode of The Profit Playbook, we break down the real financial, time and management costs you need to plan for before you hire. 👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/ You’ll learn • Why salary is only part of the cost of employing someone • The hidden recruitment costs business owners overlook • How National Insurance and pensions impact your cash flow • The real-time cost of managing and training staff • Minimum wage changes and what they mean for employers • When using a recruitment firm makes commercial sense • How employee benefits affect attraction and retention • How to forecast profitability before hiring • When not employing anyone is actually the best decision 👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/ 🌐 Learn more: https://www.greenandco.com/true-cost-of-employing-someone/ Like | Share | Subscribe #ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #EmployingStaff #HiringInTheUK #CashFlowManagement #BusinessPlanning #EntrepreneurUK #SmallBusinessUK #EmploymentCosts

  8. Feb 25

    Year End Tax Planning for UK Business Owners | Roundtable Special

    Most business owners miss valuable tax planning opportunities before 5 April. In this roundtable special, we walk through the key steps to reduce your tax bill, structure your income efficiently and avoid common year-end mistakes. Read the full blog and download the free checklist: https://www.greenandco.com/year-end-tax-planning/ Book a meeting with one of our partners: https://www.greenandco.com/contact-us/ In this episode, we cover:• Using your personal allowance and basic rate band• Timing dividends correctly• Child benefit tapering between sixty and eighty thousand• Capital gains tax allowances and planning• Salary, dividends and pension strategies• Director’s loan account pitfalls• Buying assets near year-end• Crypto tax treatment• EIS, SEIS and VCT tax advantages• Inheritance Tax changes coming in 2026 If you would like advice tailored to your situation, our team are here to help.

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About

The Profit Playbook is your go-to podcast for boosting cash flow, cutting tax, and building a more profitable business. Brought to you by Green & Co Accountants and Tax Advisors, we share practical tips, real client stories, and expert insights to help you make smarter financial decisions. Whether you're just starting out or scaling up, every episode is packed with strategies you can use straight away. If you want to feel more confident with your numbers and take control of your business finances, this podcast is for you.

Information

  • Creator
    Green & Co Accountants and Tax Advisors
  • Years Active
    2025 - 2026
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © Green & Co Accountants and Tax Advisors
  • Show Website
    The Profit Playbook