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. 2d ago

    #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

    8 min

  2. 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

    10 min

  3. 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

    12 min

  4. 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

    15 min

  5. 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

    12 min

  6. 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.

    53 min

  7. 12/04/2025

    Budget Roundtable Special: Key Insights for Business and Family Finances

    Join Tracy Metcalfe, Susi French, and Ed Gooderham as they dissect the Autumn Budget and its practical implications for business owners, directors, landlords, and families. This episode covers a wide range of topics including personal taxes, remuneration, savings and investment rules, estate planning, business investment incentives, people strategy, property taxes, electric vehicle road charges, fiscal drag, national minimum wage increases, salary sacrifice changes, directors' pay, rental and savings income tax, ISA investment requirements, VCT tax changes, capital gains tax reliefs, employee ownership trusts, and technical updates on incorporation relief and EBT loan settlements. Equip yourself with essential knowledge to navigate the latest budget changes effectively. 00:00 Introduction to the Autumn Budget 00:49 Understanding Fiscal Drag and Personal Taxes 03:07 Impact of National Minimum Wage Increase 04:36 Changes in Salary Sacrifice and Director's Pay 11:29 Tax Implications for Rental and Savings Income 12:41 Updates on ISAs and Investment Strategies 16:49 Employee Ownership Trusts and Capital Gains Tax 18:54 Inheritance Tax and Agricultural Property Relief 27:15 Capital Allowances and Business Investments 34:37 Electric Vehicle Road Charges and Property Taxes 37:50 Technical Updates and Final Thoughts #AutumnBudget #UKBudget #BudgetUpdate #TaxUpdate #UKTax #TaxPlanning #PersonalTax #BusinessTax #BusinessOwners #Directors #OwnerManagedBusiness #Payroll #SalarySacrifice #NationalMinimumWage #Landlords #RentalIncome #ISAs #EstatePlanning

    44 min

  8. 11/11/2025 ·  Bonus

    The IHT Roundtable: APR, BPR & Pensions Explained

    Join Green & Co’s panel as we unpack the biggest Inheritance Tax changes in years and set out clear actions for families, farmers and business owners. You will learn: How the residence nil rate band taper works above £2 million What the APR and BPR change means and how the £1 million per person cap applies Why pensions are expected to fall within IHT from April 2027 and what that means for you Why mirror wills can waste relief, and what to consider instead Gifting, trusts and the seven-year clock, plus insurance to cover short-term risk Property businesses, furnished holiday lets changes, and common myths to avoid Deeds of variation, intestacy and lasting powers of attorney Panel: Tracey Metcalfe Ed Gooderham Nick Park Susannah French Who this helps:SMEs, owner-managed businesses and farming families who want to grow, minimise tax and safeguard wealth. If you want a tailored IHT review that aligns with your goals, get in touch with Green & Co. We will map your assets, review wills and pensions, and build a clear plan. Contact us - Accountants in Cwmbran, South Wales | Contact Green & CoDisclaimer:This episode is for general guidance. It is not advice. Please take professional advice before acting. Inheritance Tax UK, IHT 2026, IHT 2027, APR, BPR, pensions IHT, residence nil rate band, taper, wills, trusts, deed of variation, intestacy, LPA, farmers, SMEs, OMBs

    33 min
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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
    16
  • Rating
    Clean
  • Copyright
    © Green & Co Accountants and Tax Advisors
  • Show Website
    The Profit Playbook