learn how to become a

permanently profitable tradie with

Helping Tradie Business Owners To Eliminate Cash Flow Problems

learn how to become a

permanently profitable tradie

with

Helping Tradie Business Owners To Eliminate Cash Flow Problems

Join us on the Profit First for Tradies podcast, as we explore the struggles of paying bills and keeping cash flow flowing smoothly. I share my own experiences and how I found the solution to my financial struggles with the Profit First system.

Listen in as tradies share their stories and discuss strategies and tips for managing cash flow and achieving true profitability in your business.

Growing a successful trades business isn’t about you being the best on the tools.

It’s about how you Profit, Plan, Prepare and Prosper, so you can create a business that supports you and your family.

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What Is

Profit First for Tradies

Profit first for Tradies is a simple frame work to make your business permanently profitable.


If you struggle with managing your cash, wondering where all the money goes or are working long hour with not much to show for it then it is time to look at Profit First for Tradies and how it can transform your business from a cash eating monster to a money making machine.

If you are a trades business owner who’s sick

and tired of being sick and tired

Looking for a solution to solve your cash flow

issues

Ready to learn more about your money

management

Can help turn your business around.

S2 Episode 16 || 3 Hidden Problems in Your Xero File — and How To Solve Them

S2 Episode 16 || 3 Hidden Problems in Your Xero File — and How To Solve Them

Episodes
November 05, 2024•1 min read
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Burnt out, stressed, and confused by your numbers? Let's fix that.

In today’s episode, Katie dives deep into the hidden problems lurking in your Xero file that are silently sabotaging your business. Whether you’re a business owner doing your best to manage your books or you're working with a bookkeeper who’s missing the mark, these issues are leading to inaccurate reporting, poor bookkeeping processes, and dreaded surprise tax bills. 

But don’t worry — Katie’s here to help you turn it all around with simple, practical steps. She'll walk you through identifying red flags, streamlining your bookkeeping, and ensuring your Xero file is one of your best business assets, not your biggest headache.

In this episode of Profit First for Tradies, you’ll learn the following:

  • The 3 biggest frustrations business owners face with Xero files (00:30)

  • The dangers of inaccurate reporting (02:00)

  • The perils of inefficient bookkeeping and tips to streamline your processes (02:34)

  • The worst outcome of mismanaged books: surprise tax bills (03:02)

  • A quick and simple DIY audit to spot discrepancies in your Xero dashboard (03:26)

  • The importance of asking for help when things don’t look right (04:57)

  • How to get in touch with Katie (07:39)

Ready to take control of your Xero file and breathe that sigh of relief? Don’t wait for things to get worse — open up your dashboard now, do a quick check, and start asking the right questions! 


QUOTES

“You can simply open up your Xero dashboard and look at those three points, and if it doesn't make sense, then you know exactly what you need to do — you need to reach out and ask for help.” - Katie Crismale-Marshall

Resources

Xero

Hubdoc


CONNECT WITH KATIE CRISMALE-MARSHALL

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Katie Crismale-Marshall

She wrote the book Profit First for Tradies to help more business owners eliminate their cash flow problems, and become permanently profitable. Katie's on a mission to help tradies across Australia and the globe get control of their finances so they can run a profitable, stable businesses doing work that they love.

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