Meet Vicki — a newly certified Profit First Professional who completed her certification in just six weeks (yes, really!). In this episode, she shares her journey from working across various finance roles to launching her own accountancy business, and how Profit First transformed her approach to money — both personally and professionally.

Vicki opens up about the mindset shifts Profit First sparked, including how simple yet strategic changes can create lasting financial stability. We explore how she now runs her business with clarity, control, and cash flow confidence — paying herself and her team consistently while helping clients achieve the same.

Her story is a powerful example of how quickly things can change when you take action, trust the process, and tap into the support of a like-minded community.

Key Takeaways:

• Vicki’s accelerated Profit First certification journey — and why it worked.
• How Profit First creates behaviour change, not just better bank balances.
• Strategic money management that brings stability, structure, and peace of mind.
• The power of proactive, purpose-driven client conversations.
• Why awareness and accountability are crucial for business owners.
• How the Profit First community supports knowledge-sharing and collaboration.

Whether you're thinking about certification or curious how Profit First works behind the scenes, this episode shows the real-world transformation it offers — starting with your own finances.

#ProfitFirst #Accountants #Bookkeepers #ProfitFirstUK #CashFlow #AdvisoryServices #BusinessGrowth #CommunityMatters

*Adult Advisory - There are some swear words included during this conversation, please be aware before you listen*

In this episode, we’re joined by Gareth Evans, founder of Evans and Co Accountants and a Profit First Professional who brings a fresh perspective to financial management in the hospitality sector.

Gareth shares his inspiring journey from life in a professional kitchen to running a successful accountancy firm — and how adopting the Profit First methodology has completely reshaped the way he supports hospitality clients.

We explore how Profit First, particularly the use of separate bank accounts to manage cash flow, brings much-needed stability in an industry known for unpredictability. Gareth reveals how this approach has helped his firm cut labour costs and boost profitability, while also deepening client relationships through more meaningful, proactive conversations.

If you work with hospitality clients — or want to — this episode is packed with practical takeaways and real-world impact.

Key Takeaways:

• The Profit First approach in action — tailored for the hospitality industry.
• Gareth’s journey from chef to accountant, and how Profit First transformed his thinking.
• How using bank accounts for cash flow has improved clarity, control, and client results.
• Why strong client relationships and open conversations are essential to advisory success.
• Navigating the seasonal cash flow challenges unique to hospitality businesses.
• Profit First as a growth strategy — not just for clients, but for your own firm.

Tune in and discover how Profit First is helping accountants and bookkeepers create deeper impact and more profitable practices — starting in their own businesses.

#ProfitFirst #HospitalityAccounting #AdvisoryServices #Accountants #Bookkeepers #BusinessGrowth #ProfitFirstUK

This week, we’re joined by Jon Norton, founder of Barefoot Accounting and certified Profit First Professional, who shares his unconventional path from musician and driving instructor to trusted advisor helping businesses take control of their cash flow.

In this insightful episode, Jon explains how he applies Profit First principles in a variety of business settings — focusing on clarity, simplicity, and long-term sustainability. He reveals how allocating funds intentionally and creating financial buffers allows clients to manage uncertainty without stress or confusion.

Jon’s approach is all about meeting clients where they are, easing them into financial transformation without overwhelm. His story shows that it’s not just about understanding the numbers — it’s about changing habits, reducing anxiety, and building a business that truly works for you.

Key Takeaways:

• Jon’s journey from creative careers to founding Barefoot Accounting.
• Why simplified financial models are more effective for real business results.
• How Profit First creates buffers and breathing room for business owners.
• The power of gradual implementation — and how to ease clients into change.
• Financial clarity as a tool for reducing stress and increasing confidence.
• Why sustainable profit starts with habit-building, not just spreadsheets.

This episode is a must-listen for accountants, bookkeepers, and advisors looking to help clients thrive — and simplify their own business too.

#ProfitFirst #AccountingAdvisory #CashFlowConfidence #BusinessProfitability #Accountants #Bookkeepers #ProfitFirstUK #FinancialClarity

The primary focus of this podcast episode revolves around the transformative impact of the Profit First methodology on a client's business trajectory.

We explore an illustrative success story, wherein a client, initially generating a revenue of a £250k, has grown her business to a projected £2.5m, all while managing an impressive 35 bank accounts.

This case exemplifies the profound clarity and financial control that the Profit First system affords its users. Our discussion delves into the importance of having a structured financial framework, which empowers business owners to make informed decisions and seize opportunities that may arise unexpectedly. Ultimately, we underscore the notion that consistent application of the Profit First principles fosters not only business growth but also personal fulfilment and financial security for entrepreneurs.

Takeaways:

• In this podcast episode, we explored the transformative impact of the Profit First system on business owners' financial management strategies, highlighting its ability to foster growth and sustainability.
• We discussed a remarkable success story of a client who, through diligent implementation of Profit First, significantly expanded her business from £250k to over £2.5m in annual revenue.
• One of the most compelling insights shared was the importance of having multiple bank accounts to facilitate financial clarity and purposeful allocation of resources for both business and personal projects.
• The conversation emphasized the value of community support and guidance in successfully navigating the Profit First implementation journey, which has proven to be a game changer for many businesses.

Links referenced in this episode:

• profitfirstuk.co.uk
• facebook.com/groups/croissantscoffeeprofitfirst

Companies mentioned in this episode:

• Profit First Professionals UK and Ireland
• Profit First Professionals

This podcast episode delves into the transformative journey of Deb Halliday, a Certified Profit First Professional, who transitioned from a compliance-focused practice to one that emphasizes advisory services, particularly through the Profit First methodology.

Deb recounts her initial struggles and the pivotal moment when she recognized the profound impact of Profit First on her clients’ financial well-being.

The episode highlights a compelling case study of a client whose business underwent a remarkable metamorphosis, growing from a turnover of £450,000 to £1.1 million in just 18 months by implementing Profit First principles.

Furthermore, the discussion underscores the significance of clarity in financial management and the necessity of strategic advisory services in fostering client success. As Deb shares insights into her evolving business model and the development of educational resources, listeners are encouraged to consider the profound benefits of adopting an advisory approach within their own practices.

The podcast presents a compelling narrative featuring Deb Halliday, the first member to join the Profit First Professionals in the UK and Ireland. Deb recounts her transformative journey from a compliance-focused bookkeeping practice to a thriving Profit First advisory model.

She shares an illustrative case study of a client who faced significant financial disarray in his engineering business. Initially overwhelmed and stressed, Peter's situation improved remarkably after Deb implemented the Profit First methodology. This led to a dramatic increase in his turnover, from £450,000 to £1.1 million within 18 months, highlighting the efficacy of tailored advisory services over mere compliance.

Deb emphasizes the profound impact of insightful conversations and the clarity gained through accurate financial data, which empowered Peter to make informed decisions and ultimately achieve substantial growth.

The episode delves into the nuances of transitioning from compliance to advisory roles and the critical importance of understanding a client’s needs and aspirations, thereby fostering a deeper connection and providing more meaningful support.

Takeaways:

• The transformative journey recounted illustrates the profound impact of implementing Profit First principles on business operations and client financial health.
• Deb Halliday's transition from compliance to advisory underscores the necessity of evolving business practices in response to client needs and industry changes.
• The case study presented exemplifies how accurate financial management can catalyse significant business growth and operational clarity.
• The podcast emphasizes the importance of understanding one's USP to stand out in a saturated market of accounting and bookkeeping services.
• Through effective communication and strategic planning, clients can attain a clearer understanding of their financial landscape and make informed decisions.
• The discussion highlights the necessity of continuous learning and adaptation in the face of emerging technologies and market trends to maintain relevance and competitiveness in the advisory sector.

Links referenced in this episode:

• debhalliday.co.uk
• profitfirstuk.co.uk
• howtobuildafinanciallyhealthybusiness.uk

Companies mentioned in this episode:

• Profit First
• Tim Seymour
• Profit First Professionals UK & Ireland

This podcast episode delves into the transformative impact of the Profit First methodology on business operations and financial management. We engage in a profound discussion with Kerry Postel, a seasoned Profit First Professional and Guide to UK & Ireland Profit First Professionals, who shares her journey from traditional bookkeeping to embracing advisory services through the structured approach of Profit First.

Kerry elucidates the significance of adapting the Profit First principles to individual business needs, emphasizing the necessity of establishing a systematic allocation of funds to ensure financial clarity and sustainability.

Furthermore, we explore the importance of community support in fostering confidence among professionals transitioning into advisory roles, underscoring that the path to financial success is a collaborative endeavor.

Join us as we uncover the nuances of leveraging Profit First strategies to enhance client relationships and drive business growth.

The discussion unfolds with an introduction to the podcast, which seeks to delve deeper into the principles of Profit First, facilitated by the insights of Tim Seymour and guest Kerry Postel.

Kerry, the owner of Abacus Business Solutions, recounts her journey from the United Kingdom to Florida and back, emphasizing her transition into the Profit First Professionals network. She articulates the transformative impact of the Profit First methodology on her approach to business, highlighting the importance of viewing profit as an essential component rather than an afterthought.

Kerry's narrative elegantly illustrates her initial reservations about advisory services and her eventual embrace of them through the structured framework that Profit First provides. The conversation further explores the nuances of client engagement, as Kerry shares her strategies for integrating the Profit First principles into her advisory offerings, thereby enhancing her clients' financial acumen and business sustainability.

Takeaways:

• The Profit First methodology extends beyond the book, offering practitioners valuable insights and practical frameworks to enhance their advisory services.
• Kerry Postel's journey from a compliance-based practice to embracing advisory showcases the transformative potential of integrating Profit First strategies into accounting.
• Clients have expressed significant appreciation for the Profit First system, noting its impact on their financial clarity and the ability to afford essential business expenditures.
• The importance of establishing consistent financial habits is emphasized, as regular allocations and accountability foster better money management for business owners.

Links referenced in this episode:

• profitfirstuk.co.uk

Companies mentioned in this episode:

• Abacus Business Solutions
• Profit First Professionals UK and Ireland
• Mike Michalowicz

The principal focus of this podcast episode revolves around the transformative journey of Tim Seymour from a compliance-focused accountant to a proactive advisory role through the implementation of the Profit First methodology. Tim delineates the profound impact this transition has had on his career and the operational efficacy of his business. He elucidates the challenges he faced, notably the stress associated with managing client finances, and how he discovered a more strategic approach via the Profit First framework.

The conversation further explores the significance of mentorship and community within the Profit First Professionals network, emphasizing the shared commitment to empower accountants, bookkeepers, and coaches to enhance their advisory capabilities.

Ultimately, this episode serves as a testament to the potential of embracing change and the value of supportive professional networks in navigating the complexities of the financial advisory landscape.

Companies mentioned in this episode:

• Profit First Professionals UK & Ireland
• Profit First Professionals
• Tim Seymour

Links referenced in this episode:

• profitfirstprofessionals.com
• profitfirstuk.co.uk
• profitfirstchallenge.scoreapp.com

In a compelling discussion, Tim Seymour shares his transformative journey from a compliance-focused accountant to a Profit First Professional, shedding light on the profound implications this shift has for the accounting industry. The conversation begins with Tim's candid reflections on the challenges he faced while managing his accounting practice, characterized by overwhelming stress and a relentless cycle of compliance tasks. Despite his expertise, Tim found himself grappling with financial instability, which is a common plight for many accountants who prioritize compliance over strategic advisory roles.

The turning point in Tim's journey emerged when he encountered the Profit First methodology, which offered him a structured approach to financial management that prioritized profitability. This framework not only enabled him to regain control over his finances but also revolutionized the way he interacted with his clients. By integrating advisory services into his practice, Tim was able to provide meaningful insights into his clients' financial health, moving beyond the traditional role of merely completing tax returns and compliance tasks. This transition not only enhanced his business model but also fostered deeper relationships with clients, who began to value his expertise as a trusted advisor.

The podcast further explores the broader implications of this transition for accountants and financial professionals. Tim emphasizes the necessity for practitioners to evolve from a compliance-only mindset to one that embraces advisory services, highlighting the potential for increased client satisfaction and business sustainability. As the discussion concludes, Tim expresses his commitment to spreading the Profit First methodology across the UK and Ireland, envisioning a future where accountants and their clients benefit from a more strategic and insightful approach to financial management. This narrative serves as both an inspiration and a blueprint for accountants seeking to enhance their value and effectiveness in the ever-evolving financial landscape.

Takeaways:

• The transition from a compliance-focused business to an advisory practice can be transformative and rewarding.
• Implementing the Profit First methodology can significantly alter one's approach to financial management and client advisory.
• ...

The salient point of this podcast episode is the profound impact that the Profit First methodology has had on the business practices of Stephen Edwards, a seasoned accountant and Profit First Professional. During our conversation, Stephen articulates the transformative journey he has undertaken in embracing this system, which not only enhanced his business's profitability but also reshaped his approach to client interactions. He recounts the significance of mindset shifts necessary for accountants to transition from traditional roles to that of business advisors, fostering deeper connections with their clients. Throughout the episode, we explore specific strategies that Stephen employed to implement Profit First effectively, including the establishment of targeted allocation percentages and the importance of gradual habit formation. Ultimately, this discourse serves as an enlightening testament to how adopting innovative financial frameworks can catalyze substantial growth and success for both accountants and their clients alike.

This episode presents a rich dialogue with Stephen Edwards, a prominent figure in the realm of Profit First Professionals, who shares his insightful journey as an accountant and entrepreneur. The conversation begins with Stephen's introduction, where he reflects on his extensive experience in accounting, spanning over two decades, and his evolution into a Profit First Professional. His narrative highlights a significant mindset shift that he experienced, moving from a traditional accounting perspective to one that embraces the principles of Profit First, which focus on prioritizing profit and fostering financial clarity for business owners.

As the discussion unfolds, Stephen elaborates on the key strategies and frameworks that he employs to help his clients achieve financial success. He emphasizes the importance of understanding one’s financial landscape and adapting Profit First principles to meet the unique needs of each business. This conversation is not merely theoretical; it is rooted in real-world applications and success stories, illustrating how the implementation of Profit First can lead to substantial improvements in a business's profitability and operational efficiency. Stephen shares compelling anecdotes of clients who have experienced transformative changes in their financial management practices, reinforcing the efficacy of the Profit First system. Through this engaging dialogue, the podcast effectively communicates the value of embracing innovative financial strategies and the profound impact they can have on both accountants and their clients.

Takeaways:

• The importance of adopting a business owner mindset rather than a traditional accountant perspective is paramount for success.
• Profit First provides a systematic approach that significantly enhances financial clarity and profitability for business owners.
• The journey towards implementing Profit First should be gradual, allowing clients to adapt and establish new financial habits effectively.
• Emphasizing continuous improvement, the rebranding to Grow Profit First Accountants reflects a commitment to evolving alongside clients.
• A notable success story illustrates how a client transformed his business by embracing Profit First principles, leading to increased revenue and reduced costs.
• The key takeaway is that implementing Profit First is not merely a cost-cutting measure, but rather a comprehensive strategy for sustained financial health and growth.

Links referenced in this episode:

• profitfirstuk.co.uk
• growprofitfirstaccountants.co.uk

Companies mentioned in this episode:

• Profit First
• Profit First...