Most builders don’t have a money problem. What they have is a visibility problem. When your financial systems aren’t connected, decisions get delayed, stress piles up, and you’re left guessing whether jobs are actually making money or just keeping the lights on.

In this episode, Katie breaks down how connecting your job management system with Xero and Dext gives you real-time clarity without adding more admin to your plate. This is about seeing issues before they become blowouts, tightening up your quoting using real data, and finally running your business with confidence instead of constant catch-up.

If you’re sick of chasing information, making decisions in the dark, or feeling like your numbers are always behind you, this episode will change how you think about your financial setup.

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

1. 00:31 - How disconnected systems quietly drain time and profit
2. 02:39 - How connecting job management with Xero creates instant clarity
3. 04:09 - How live financial feedback allows you to identify gaps early and make proactive decisions instead of reacting after the damage is done
4. 05:04 - How consistent tracking leads to tighter pricing, fewer surprises, and jobs that finish closer to budget expectations
5. 06:56 - How to review your financial system and identify one fix

If your financial system feels heavier than it should, this is your sign to stop pushing harder and start simplifying smarter.

Better visibility doesn’t mean more work. It means fewer surprises, stronger margins, and decisions you can actually trust.

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: support@profitfirstfortradies.com.au
• Instagram: https://www.instagram.com/profitfirstfortradies/
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

Here’s the simplest financial upgrade most builders still haven’t made.

If you’re running a building or trades business and constantly feel behind on cash flow, this episode cuts through the noise and gets practical - fast. It breaks down why so many business owners end up stressed, overworked, and financially reactive, not because they’re bad operators, but because they don’t have the right financial information at the right time.

You’ll learn how a simple, connected financial system can replace guesswork with clarity. Instead of back-costing jobs after the damage is done, this episode shows how real-time job tracking changes the way you plan, quote, and make decisions.

Because when your job management system, bookkeeping, and receipt tracking actually talk to each other, cash flow becomes something you can manage proactively rather than something that keeps you awake at night.

If you’re tired of flying blind, reacting too late, or feeling like your business is eating all your time and money, this episode will help you see what needs fixing and where to start.

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

1. 00:28 - Why most builders struggle financially even when work is strong
2. 01:45 - How real-time job tracking replaces guesswork
3. 03:10 - How connected systems remove admin and duplication
4. 06:30 - How weekly financial visibility improves decision-making

If you want your business to feel calmer, clearer, and more in control next year, this episode is a smart place to start. Take ten minutes, listen through, and reflect honestly on whether your current systems are helping you or holding you back.

Small changes at the foundation level can create massive relief when they’re done properly.

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: support@profitfirstfortradies.com.au
• Instagram: https://www.instagram.com/profitfirstfortradies/
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/

If you’re tired, flat out, and quietly hoping the numbers can wait until January then this episode is for you.

End of year is where a lot of tradies fall off financially, not because they don’t care, but because they’re exhausted. The problem is, waiting almost always creates a harder January than necessary.

In this episode, Katie brings things back to basics. No catch-up marathons. No perfection. Just a short, realistic reset that keeps you connected to your money so it can support you instead of stressing you out.

This is a reminder that Profit First isn’t about doing everything perfectly. It’s about keeping the habit alive, especially when things feel busy, tight, or messy. Because the tradies who stay connected, even loosely, always start the year stronger.

Katie walks you through a simple 15-minute check-in you can do before Christmas that creates clarity now, reduces pressure later, and helps you head into the new year already a step ahead.

Whether you’ve been consistent with Profit First, stopped and started, or never quite felt on track, this episode meets you where you are and shows you how to finish the year feeling steadier and more in control.

1. Why waiting until the new year to “fix the finances” often backfires
2. The true non-negotiables to stay on top of before Christmas
3. How a 15-minute money check-in restores clarity and calm
4. Why progress beats perfection every time
5. How your bank accounts quietly show you where to focus first

You don’t need a clean slate or a perfect system to finish the year well.

You just need a pause, an honest look at your numbers, and the willingness to keep going.

This episode shows you how to do exactly that, so you can start the new year grounded, prepared, and already moving forward.

CONNECT WITH KATIE CRISMALE-MARSHALL

• Email: support@profitfirstfortradies.com.au
• Instagram: https://www.instagram.com/profitfirstfortradies/
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook Group: https://www.facebook.com/groups/profitfirstfortradies
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Website: https://www.profitfirstfortradies.com.au/