07: Taking Control: Assessing, Aligning, and Building Your Winning Financial Team

Profit First For Tradies

Are you aware of just how crucial your financial team is to the success of your business? They can make or break your company and be instrumental in how soon you can achieve your goals.

In this episode of Profit First for Tradies, Katie Crismale-Marshall discusses the importance of building a strong financial team for your business. She emphasises that having the right professionals in place, such as a business coach, bookkeeper, and tax accountant, is critical for success. Katie provides tips to evaluate if your current financial team is up to the mark.

Katie highlights the need for clear communication and a solid understanding of financial reports. If anyone in your financial team isn’t in sync, then maybe it’s time to consider finding one who will be a better fit for you.

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

• What Katie and her team do for their clients (00:56)
• The value of communication and finding the right fit for your business (01:54)
• Tips on taxes accountant and tax planning sessions (05:17)
• Tips on how to utilise your Xero file (06:42)

Overall, Katie's message is to maintain open communication with your financial team, ask questions when something doesn't make sense, and ensure everyone is working together towards your business goals. By fostering a strong financial team, business owners can better manage their finances, plan for taxes, and achieve their desired profitability and lifestyle.
CONNECT WITH KATIE CRISMALE-MARSHALL

• Website: https://www.profitfirstfortradies.com.au/
• YouTube: https://www.youtube.com/@profitfirstfortradies9503/featured
• Facebook: https://www.facebook.com/ProfitFirstforTradies/
• Email: [e-mail]
• Instagram: https://www.instagram.com/profitfirstfortradies/