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.

1. Why Profit First is a powerful starting point (but not the whole journey)
2. How simple bank accounts can create peace of mind and open the door to growth
3. The role of forecasting in turning clarity today into confidence tomorrow
4. Why building the right financial team matters more than expecting one person to do it all
5. How 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/UCGh889iRtnzqDh8RVPY7YCw
• Facebook: https://www.facebook.com/profitfirstanz

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.

• Why money “disappears” when it sits in one or two accounts
• How the small plates principle stops overspending on autopilot
• The simple purpose of multiple bank accounts — and why tradies make better decisions with them
• What “serving sequentially” really means inside Profit First
• Why an underfunded operating expenses account is a warning sign, not a failure
• How starting with just 1% profit rewires your thinking and improves cash flow
• The allocation order that keeps GST, profit, owner pay, tax, and expenses exactly where they need to be
• How Profit First gives you direction instead of overwhelm
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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/UCGh889iRtnzqDh8RVPY7YCw
• Facebook: https://www.facebook.com/profitfirstanz

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