Managing the financial aspect of the business always brings in headaches, especially among those who are not familiar with financial terms and processes. Usually, what most tradies and founders do is just leave these issues for accountants and bookkeepers to handle, avoiding it altogether. However, as a responsible business owner, there is a need to know and somehow grasp what is going on in the financial aspect of your business. This is easier said than done especially because of communication barriers between the two parties.
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. In this podcast, we will also discuss the importance of financial literacy across all ages and professions.
If you want to know more about this framework and its direct and indirect effects to your business, tune in to this episode now!
What’s Discussed in This Episode:
About the Guest:
Katie Crismale-Marshall started out as a financial planner before she encountered the profit first framework. She, now, is a certified profit first coach and is the newly acclaimed author of Profit First for Tradies. She manages a bookkeeping business, Efficient Tradie, that primarily focuses on helping tradies with their bookkeeping to make it efficient and simple. With this framework, Katie sees how her clients change their view about bookkeeping, from avoiding it to checking into it closely.
Resources:
Have a conversation with us! Go to tradie.wiki/pod and book a call.
Check this out:
Connect with me on LinkedIn. For more podcast episodes, you can also visit our website.
Thank you for tuning in!
If you enjoyed this podcast and this series, please take 5 to leave us a review: