Creating a Profit & People Plan

Welcome to the third part of our three-part series with Craig Minter, where we talk about the careful considerations you have to make before actually bringing a new member into the team.

Cashflow Forecasting With Profit First

In this second part of our three-part series, Craig Minter and I talk about the beauty of implementing the Profit First framework to your own business. We also talk about the difference between cashflow forecasting and budgeting. Which one will your business benefit from the most?

Knowing Your Money Archetype

Today, Craig Minter joins us to talk about the eight different money archetypes, their strengths and weaknesses. What sort of archetype are you? Are you ‘the maverick’, or ‘the romantic’?

Profit First for Tradies – Author Conversation

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In today’s podcast, we will be uncovering Katie Marshall’s book, Profit First for Tradies. Katie is a certified profit first coach who helps tradies, in particular, manage their finances and how to coordinate with their accountants and bookkeepers effectively while following the profit-first framework.

Budgeting – Knowing Your Numbers & Establishing a Great Sales and Financial Plan

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In this week’s podcast episode, Danny Kerr—co-founder of Breakthrough Academy and a repeat guest—joins us once more in the first episode of the “Measuring What You Manage: The Only Way to Run a Profitable Trades Business at Scale” series. Today, we talk about budgeting and how it is essential to be able to interpret and break down your financial data effectively.

Building Your Business Roadmap

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This episode marks the second part of the ‘Strategic Planning for Business Success’ mini-series with Kim Archer from BDR, a company that provides training and coaching services to the HVAC industry.

Why having decent margins is important

At the end of the day, if you don’t have decent margins in your business, you will go bust. In this podcast, we learn how to ensure you’re making money.