Episodios

  • Episode 08: How One Accountant Rewrote the Rules of Business Finance with Jodi Porteous
    Apr 23 2025

    If you’re exhausted from holding it all together, this episode is your reminder that it doesn’t have to be this hard. A calmer, more profitable way is possible, and it starts with the next step you actually take.

    In this episode, Jodi Porteous, founder of Northwest Accountancy, shares her transformative journey from financial stress to sustainable success. Discover how she implemented Profit First principles to create a profitable, resilient business that supports not just her clients, but her team and community as well.


    If you've ever felt like you're stuck in survival mode, chasing cash flow, avoiding the hard financial conversations, or wondering if all this hustle is really worth it, this episode is your permission to do things differently.


    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • Meet Jodi Porteous (00:22)
    • Breaking the cycle of burnout and building a business that runs on calm, not chaos (02:11)
    • Shifting from operating out of fear to making confident, strategic business decisions (7:50)
    • How one smart shift can cut costs, boosted team morale, and kickstarted a domino effect of business growth and freedom (08:48)
    • How saving even just 1% can fuel a culture shift and foster motivation, trust, and connection (11:18)
    • Jodi's new course designed to help unexpected bookkeepers manage finances effectively​ (18:54)
    • Jodi’s upcoming program aimed at helping individuals and families take control of their personal finances. (22:00)
    • From financial struggle to empowerment and the importance of intentional action (24:13)


    Jodi’s story proves that with the right system, steady action, and a fresh perspective, it is possible to build a business that pays you well, supports your team, and gives you breathing room.


    So if you're done feeling like your business owns you, it’s time to take that first small step toward owning your numbers and your future.


    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

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    27 m
  • Episode 07: Profit First Mindset: How Profit First Has Very Little to Do with Numbers and Everything to Do with Mindset
    Apr 16 2025

    This episode hits where most financial advice misses: mindset. We’re unpacking Profit First and diving deep into why profit isn’t just a math problem. It’s a habit.

    If you’ve ever felt stuck in survival mode, told yourself you’re “just not a numbers person,” or struggled to take a wage while running your business flat out, this one’s for you.

    Katie gets real about what it actually takes to build a sustainably profitable business. We’re not talking about sacrificing your team or dodging your bills. We’re talking about real cash-in-the-bank profit, the kind that lets you pay yourself, grow your business, and finally breathe.


    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • Why profit has nothing to do with being a math person (00:00)
    • The truth about what real profit looks like in your business (01:06)
    • Real profit is cash in the bank, not just numbers on a page (01:46)
    • How building small, consistent profit habits creates a sustainable, people-first business (03:37)
    • Shift your money mindset with one powerful word (07:26)
    • Why you don’t need to be a numbers expert to run a profitable business (08:40)
    • A recap of the three mindset shifts that change everything and how to get expert help (10:45)


    Whether you’re Profit First curious or you’ve tried before and fallen off the wagon, this conversation will reset your perspective, reignite your drive, and maybe even make you like looking at your numbers.


    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

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    15 m
  • Episode 06: Certified for Success: How Profit First Transforms Your Business & Clients
    Apr 10 2025

    When your work starts to feel more like a grind than a calling, it’s time to ask the question: What if the very thing you teach your clients is exactly what you need to implement yourself?

    In this episode, we unpack why Profit First isn’t just a system for your clients. It’s the upgrade your own business model’s been waiting for.

    You’ll hear why burnout is NOT a badge of honour, how Profit First helps your clients and your business thrive long term, and what it really takes to shift from hours-for-dollars to trusted advisor. We’ll also pull back the curtain on the real reason some businesses say Profit First didn’t work and how to avoid that trap altogether.

    If you’ve ever felt like there has to be more to your role than just ticking boxes and chasing paperwork, this is your permission to rethink everything.


    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • 3 silent frustrations nearly every accountant, bookkeeper, and coach is battling (00:43)
    • The strategy to solve your clients’ cash flow issues while boosting your own bottom line (02:33)
    • How to move beyond compliance work, solve cash flow issues, boost profitability, and stand out as a trusted advisor (05:32)
    • A recap of the benefits of Profit First and how to take the first step (11:07)


    If you’ve been craving deeper impact, more fulfillment, and actual profit you can feel in your bank account, this episode is exactly what you need. Whether you’re ready to become a Certified Profit First Professional or just curious about what’s possible when you stop trading time for dollars, this is something you won’t want to skip.


    Listen in and rethink what your business could really look like.


    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

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    14 m
  • Episode 05: Tired of Feeling Out of Control? How Profit Distribution Day Creates Financial Stability
    Apr 2 2025

    This episode is your permission slip to celebrate even the tiniest profit, because tiny adds up fast when it’s backed by consistency and intention. Today, Katie gets real about Profit Distribution Day, starting with just $112 and the mindset shifts that made it meaningful for her. She walks you through how to treat that 1% like the powerhouse it is, what NOT to do with your profit, and how this quarterly ritual can reshape your entire relationship with money.

    Whether you're just starting Profit First or you’ve been ghosting your profit account for a while, this is your nudge to take action and start small, but start strong.

    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • What Profit Distribution Day is (00:01)
    • Why 1% matters more than you think (00:27)
    • What to do with the money, how to split it, and why it shouldn’t go back into your business (02:49)
    • Profit First as a mindset, discipline, and celebration (07:00)
    • The Vault account explained (08:27)
    • Why you need a proactive accountant in your corner (09:36)

    Ready to celebrate your first profit, even if it’s just $20 and a cupcake? This episode proves small wins are worth more than you think.


    Take the first step. Make it a habit.


    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

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    14 m
  • Episode 04: How To Stop Making Profit First More Complicated Than It Needs to Be
    Mar 26 2025

    Before you abandon Profit First, listen to this.

    In this episode, Katie pulls back the curtain on the five Profit First mistakes that sabotage your cash flow, trip up your consistency, and keep you broke, stressed, and wondering “What am I doing wrong?”

    If you’ve ever set up Profit First and felt more confused than confident, this one's for you. Katie shares the straight talk you need, plus practical advice you can actually implement.

    You’ll walk away knowing exactly what not to do, and more importantly, what to do instead.

    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • Why Profit First should feel empowering, not exhausting (00:35)
    • The pitfalls of not setting up all the bank accounts (01:48)
    • What it really means if you keep dipping into your profit account (03:25)
    • Why skipping transfers wrecks your rhythm, and how to fix it (04:02)
    • Ignoring your tax obligations (06:14)
    • How 1% can be your game-changing first step (07:20)

    Whether you're Profit First-curious or knee-deep in a messy implementation, this episode is your permission to simplify.

    You don’t have to have it perfect. You just have to start. And if you’ve started but it feels off? That’s okay. You’re not alone. Listen up, take a breath, and let’s get you back in the driver’s seat with your money.

    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

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    11 m
  • Episode 03: Why Your Business Isn’t Profitable (And How to Fix It for Good)
    Mar 19 2025

    Running a business can sometimes feel like a never-ending treadmill. You’re working harder than ever, but somehow, the money just disappears. Sound familiar?

    In this episode, we’re diving into the four core principles of Profit First, a game-changing framework that offers a new perspective on how you manage your money. Whether you’re constantly stressed about taxes, struggling to pay yourself, or just feel like your business is running you instead of the other way around, this episode is your roadmap to taking control.


    By the end of this episode, you’ll walk away with actionable steps to build a business that’s not just surviving but thriving, one that actually puts money in your pocket.


    Ready to stop the cycle of frustration and start building real profit? Let’s dive in.


    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • Why the four core principles are the foundation of a profitable business (00:00)
    • The 3 biggest frustrations business owners face (01:05)
    • How multiple bank accounts can stop you from overspending and keep your finances organised (02:40)
    • Why paying yourself first is the key to building a profitable mindset (04:29)
    • The trick to keeping your profit and tax money safe (06:53)
    • Creating a consistent money management routine that sticks even when it feels hard (08:41)
    • Recap and final tips (10:44)


    These four principles aren’t just about managing money. They’re about reclaiming control, building confidence, and creating a business that works for you. This framework can spell the difference between constantly stressing about cash flow and finally seeing real profit.


    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

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    16 m
  • Episode 02: Forget the Growth-at-All-Costs Mindset and Build a Profitable Business Instead with Mike Michalowicz
    Mar 5 2025

    Most business owners think they have a revenue problem, but what they really have is a profit problem.

    Today, we’re diving into a game-changing conversation with Mike Michalowicz, the best-selling author of Profit First, a method that transforms cash-strapped businesses into profitable, sustainable companies.

    Mike shares how a single overlooked sentence in his first book led to a global movement, why most entrepreneurs unknowingly set themselves up for financial stress, and the simple, powerful shift that can turn a struggling business into a cash-generating machine.

    We also talk about why traditional accounting doesn’t work for small business owners, how “growing your way to profit” is a dangerous myth, and why most entrepreneurs are bluffing their way through financial struggles while secretly drowning.


    And if that wasn’t enough, Mike also gives us a sneak peek into his next book, The Money Habit, designed to help individuals take control of their personal finances in the same way Profit First revolutionised business money management.


    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • How Profit First started as an almost accidental idea (00:50)
    • How Mike’s own frustration with profitability led to a breakthrough that’s now helped millions of business owners worldwide (05:42)
    • What happens when success comes too fast and what it truly takes to build a sustainable business (08:08)
    • Why survival isn’t the same as success (13:41)
    • The hidden dangers of uncontrolled growth (20:42)
    • The biggest mistake business owners make when trying to implement Profit First on their own (26:22)
    • Why waiting for “perfect” finances before starting Profit First is a huge mistake (30:31)
    • Why you don’t need to be a numbers person — you just need a system that makes sense for you (37:55)
    • Mike’s new book on financial freedom (40:11)
    • The mindset shift that separates thriving entrepreneurs from struggling ones (45:56)


    This episode is real, raw, and packed with insights, so if you’ve ever felt like you’re working harder but keeping less, you don’t want to miss this.


    Remember, you don’t need more revenue. What you need is a better cash management system. And with Profit First, that system is simpler than you think.


    Resources

    Profit First by Mike Michalowicz


    CONNECT WITH MIKE MICHALOWICZ

    • Website: https://mikemichalowicz.com/
    • LinkedIn: https://www.linkedin.com/in/mikemichalowicz/


    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

    Más Menos
    44 m
  • Episode 01: How To Pay Yourself First and Still Grow Your Business
    Feb 27 2025

    Your business is making money, so why is your bank account empty?

    If you’ve ever looked at your bank account and wondered, ‘Where did all the money go?’ you’re not alone. Most business owners pour their energy into growing revenue but end up with little to show for it.

    In this episode, we’re flipping the script on business finances with Profit First, a system that ensures you're not just surviving but thriving.

    You’ll learn why the traditional way of handling business finances is flawed, how to guarantee that your business pays you first, and the simple yet game-changing method to managing cash flow without needing an accounting degree.

    Expect real talk, practical steps, and a system that actually works. If you want to stop the cycle of “too much work, not enough profit,” this one’s for you.

    In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

    • The biggest financial frustrations business owners face (01:38)
    • The Profit First mindset shift (03:04)
    • The Profit First formula (03:57)
    • The magic of multiple bank accounts and how they help you see your business finances clearly (05:49)
    • Cutting costs without sacrificing growth or fun (07:19)
    • Why consistency is key and how to gradually implement the system for lasting financial success (09:45)

    Profit First isn’t just an accounting tweak. It’s a mindset shift. You don’t have to overhaul everything overnight. Start small. The change begins when you decide your business is meant to serve you, not the other way around.

    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

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    14 m
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