The Profit First Podcast Australia and New Zealand

Available Episodes

5 of 9

Episode 08: How One Accountant Rewrote the Rules of Business Finance with Jodi Porteous
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/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz
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26:50
Episode 07: Profit First Mindset: How Profit First Has Very Little to Do with Numbers and Everything to Do with Mindset
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/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz
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14:46
Episode 06: Certified for Success: How Profit First Transforms Your Business & Clients
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/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz
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14:18
Episode 05: Tired of Feeling Out of Control? How Profit Distribution Day Creates Financial Stability
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/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz
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13:43
Episode 04: How To Stop Making Profit First More Complicated Than It Needs to Be
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/UCGh889iRtnzqDh8RVPY7YCwFacebook: https://www.facebook.com/profitfirstanz
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11:05