Living and Breathing Profit First: The Path to Client Success
In this episode, Tim Seymour shares why the first step to delivering powerful advisory work is implementing Profit First in your own business. He opens up about his early struggles as an accountant and how adopting a structured, profit-focused system transformed not only his business, but the results he helped clients achieve.
Tim explains how truly living the methodology builds credibility, confidence, and the ability to offer high-impact guidance that business owners genuinely value. He also breaks down why the Profit Assessment and Rollout Plan matter, and how understanding your own financial habits equips you to create tailored, meaningful solutions for clients.
Whether you're an accountant, bookkeeper or coach, this conversation is a reminder that mastering Profit First yourself is the foundation for delivering standout advisory services.
Key Takeaways:
- Apply Profit First in your own business before advising others
- Use the Profit Assessment and Rollout Plan to drive real improvements
- First-hand experience builds credibility and high-impact advisory skills
- Great advisory starts with understanding each client’s unique challenges and goals
- Consistent implementation helps you and your clients achieve stronger financial outcomes
Transcript
Foreign.
Speaker A:Welcome to Profit first beyond the Book, a podcast that takes you beyond the book with Profit first, brought to you by Tim Duncan and the rest of the Profit First Professionals UK and Ireland.
Speaker A:Hello and welcome to this week's edition and episode of Profit first beyond the Book, where today I'm going to talk about Profit first as an advisory package.
Speaker A:So everybody talks about advisory, everybody talks about how you can provide advisory, that accountants and bookkeepers should be providing advisory so that they don't get left behind.
Speaker A:Well, let me tell you who else and where else can you find something that will allow you to produce the high value, high impact advisory offer that you're probably looking for?
Speaker A:Profit first is the answer.
Speaker A:So, and I'm going to tell you why with Profit first, it's not just about moving money into pots.
Speaker A:Profit first enables you to open up so many topics of conversation with your clients.
Speaker A:And most importantly, and this is the key factor here for us really as Profit First Professionals, is that we live and breathe Profit first in our own business.
Speaker A:So we're not just talking the talk, we actually do walk the walk with Profit First.
Speaker A:So let's take a step back from that at the moment and talk about what happens when somebody joins Profit First Professionals.
Speaker A:In fact, I can take it back even further if, if you like to.
Speaker A:When I joined Profit First Professionals myself, it's easy to, to see us as myself and Duncan is the license holders of Profit First Professionals.
Speaker A:So, you know, our status is potentially elevated, maybe to some people, maybe not to others, but, but remember that originally I was that accountant that was sat in his office on a dark evening, face planted on the desk, frustrated, stressed, exhausted, with still three more tax returns to complete.
Speaker A:You know, all the cars out in the car park from the other offices around me had all gone home, all the other businesses had gone home.
Speaker A:Me, the accountant, still there late at night.
Speaker A:So I understand what it's like to be an accountant and a bookkeeper and run a business that offers compliance, that offers statutory accounts, that does the tax returns, the corporation tax, the self assessment tax, the vat, the payroll, you know, and, and it goes on and on, doesn't it?
Speaker A:Because all of these services are just continual in this, in this hamster wheel, in this cycle, this month to month cycle that we talk about quite a lot.
Speaker A:You know, as soon as you've completed one client's VAT return, you have to complete another client's VAT return.
Speaker A:As soon as you've produced some monthly management accounts for a client, you've got another client to produce Monthly management accounts for, and then you get in towards the end of the month and all the payroll needs to be completed, you know, and on top of that of course you've got businesses that have hit their year end and then you need to produce their statutory accounts, corporation tax returns, personal self sufficient tax and it goes on and on and on.
Speaker A:Hence why I found myself face planted on my desk late one evening.
Speaker A:Of course, you know, I've shared my story on numerous occasions and you know, it was from this point onwards that I found Profit first that I, I read the book and that I applied to become a certified Profit First Professional with Profit First Professionals at the time ran from the US and I trained.
Speaker A:And part of the training, one of the major parts of the training actually is implementing Profit first in your own business.
Speaker A:Now this is key, this is the key part to the success of certified Profit first professionals throughout the world is that they live and breathe Profit first in their own business.
Speaker A:So when you run that very first profit assessment on your own business and you take a step back and look at the percentages, look at your current allocation percentages in regards and compare them to the target allocation percentages, let me tell you, it wasn't great reading.
Speaker A:It wasn't great reading for me when I looked at my current allocation percentages and I looked at my first profit assessment.
Speaker A:But the profit assessment is a great tool and it tells you where you're at right now, how you've been handling the cash in your business up until this point.
Speaker A:The clever part and the future looking part and the proactive part, which Profit First Professionals are all over by the way, is the next step and that's the rollout plan.
Speaker A:The rollout plan is the direction we're heading.
Speaker A:The rollout plan is going to take us to the outcomes we want to achieve.
Speaker A:Those outcomes that we set out to achieve when we set our business up, but haven't achieved yet, you know, Profit first in itself.
Speaker A:And working with Profit First Professionals, we've got the stories from our members and from their clients.
Speaker A:Marriages have been saved, people have gone on the holidays of a lifetime, they've bought their dream houses, they've paid for their children to go to the private school they've chosen, they've paid for their children's university fees, all because they utilised Profit first in their business.
Speaker A:And they were guided through the process by a certified Profit first professional who has themselves implemented Profit first in their business.
Speaker A:Now, if you're looking to provide outcomes like that for people, Profit First Professionals is where it's at.
Speaker A:So when I first did my profit assessment and I had a call with my guide, Liz, who was an American US guide, still is by the way, she reassured me that, okay, whilst what we were looking at wasn't particularly great, some not very nice percentages in comparison to the targets, she reassured me that that's okay though, because this is the reality of where you're at.
Speaker A:And now we're going to move you forward, hence where the rollout plan comes into play.
Speaker A:So initially we set some percentages for my allocations, so, so I'd open up all the pots.
Speaker A:So I had my pot for profit, I had my pot for owners pay.
Speaker A:I have my pot for tax and I have a separate bank account for operating expenses to my account for income where my customers paid me.
Speaker A:And I decided on Fridays at 9 o' clock I was going to make my allocations every week, same time, same day.
Speaker A:Still do it now by the way.
Speaker A:And so 9 o' clock coming on, we'd organized the percentages, I moved the percentages into the separate savings accounts and it just felt so good.
Speaker A:I felt like I'd achieved something a little bit scary because I'd taken money, you know, there was less money in my operating expense account than perhaps would be normally at that stage of the month.
Speaker A:But the money that I had was serving a purpose.
Speaker A:The money that went into the profit pot was my profit.
Speaker A:I was going to reward myself with that at the end of the quarter.
Speaker A:The money in my owner's pay meant that I was already putting aside money to better pay myself at the end of the month.
Speaker A:And that money was going to increase as I followed the rollout plan and moved forward with my business.
Speaker A:So you can see where I'm going coming from now when I say about profit first professionals living and breathing profit first in their business, we've gone through the process of implementing, we've hit obstacles along the way, we've had a bump in the road, we may even have fallen off the wagon for a week and then got back on.
Speaker A:And you get back on because you talk to your profit first professional.
Speaker A:So for us, our profit first professionals are our guides.
Speaker A:Now I act as a profit first professional to our members.
Speaker A:Our members are a profit first professional to their clients and their clients are the people that gain the benefit from working with them.
Speaker A:But if you, if you haven't properly and fully implemented profit first into your business, you haven't run a full profit assessment.
Speaker A:If you haven't looked and produced your rollout plan that you then follow and by the way, you review that on an ongoing basis.
Speaker A:So as a minimum, you would review your rollout plan each quarter and make sure you're achieving the percentages you set out to achieve in order to keep moving forward.
Speaker A:Increasing your profit, increasing your owner's pay, reducing your expenses as a percentage based against your revenue, Increasing your revenue, if that's what you're trying to do.
Speaker A:Putting the tax aside, making sure you're looking ahead and forecasting to see what the future tax bill is going to be and making sure that money is building up in the background.
Speaker A:That's living and breathing profit first.
Speaker A:Then when you come to talk to a client about profit first, you can share that, things I've just spoke about, you can share that with your customer, can share that with a prospect.
Speaker A:You can be open, you can be honest about these things because this is real life, these things happen.
Speaker A:We're all business owners and we all get things wrong sometimes.
Speaker A:Accountants and bookkeepers, you know, like myself.
Speaker A:Yeah, trained, trained to be an accountant.
Speaker A:Could do, could put together statutory accounts, can read a balance sheet, can knock some management accounts up together, can send that over to a client, can talk them through it.
Speaker A:Great.
Speaker A:Run a business.
Speaker A:No one trained me how to do that.
Speaker A:Did anyone train you how to do that?
Speaker A:Running the business is hard.
Speaker A:Suddenly there's different variables coming into the equation.
Speaker A:Suddenly you're responsible for a team of people.
Speaker A:You know, there's, there's people relying on you that them and their families are relying on you to pay them at the same time, you know, at the end of the month, every month.
Speaker A:This isn't, it's a non negotiable, you have to pay your team, you know, so all of a sudden there's pressure mounting on you.
Speaker A:Then there's, there's VAT that has to be paid every quarter, there's tax that has to be paid every year, there's bills you have to pay.
Speaker A:And if you're trying to operate that from one bank account, but then you're trying to tell someone else how to operate profit first, you're kind of being a fraud, if I'm honest with you.
Speaker A:Because you cannot coach and guide someone with profit first.
Speaker A:If you're not living and breathing it yourself because you've gone through the process, you've lived, lived out what happens.
Speaker A:You've overcome obstacles, points of resistance.
Speaker A:You know, we've, we've forgotten there's an annual bill that comes out, you know, and it's a chunky, chunky amount of money.
Speaker A:Suddenly you think, oh, My operating expenses, I'm gonna have enough money in because I've got this chunky bill to come out.
Speaker A:Profit professionals can overcome that with ease and without cheating, by the way.
Speaker A:We don't just take the money out of the profit pot.
Speaker A:There's other ways around this.
Speaker A:There's ways to think about this.
Speaker A:There's ways to still be able to make sure you're paying yourself at the end of each month in the right way, and to make sure that that's consistently growing and increasing all the time.
Speaker A:So living and breathing profit first is one of the most important factors of being able to then go ahead and deliver profit first to your clients.
Speaker A:The the power of a profit assessment and the power of a rollout plan is second to none.
Speaker A:If you're at this stage where you're producing management accounts for your client, in your mind, you think you're ticking a box and you're providing something extra, you're keeping on top of their monthly numbers and you're providing them with a report to demonstrate that you may be comparing actuals against forecast or actuals this year against last year.
Speaker A:What does that tell the business owner?
Speaker A:What does the business owner get from monthly management reports?
Speaker A:Do they understand them?
Speaker A:Whereas when you talk to them about profit first and you run the profit assessment, you can tell your client exactly where they're at from a cash point of view.
Speaker A:This is what's happening with your money right now.
Speaker A:This is where you are moving your money to.
Speaker A:This is giving you some clarity on what's happening.
Speaker A:And what we're going to do next is show you where we're going to take you with your money to the next stage.
Speaker A:Now, you've told me that you want the holiday of a lifetime.
Speaker A:You want to book up Disneyland with your family, you want to go to Australia and New Zealand for three months and the business runs without you.
Speaker A:We're going to help you achieve that.
Speaker A:But this is a starting point.
Speaker A:We're not going to help you achieve that this year.
Speaker A:It may take us three years to get you to that point.
Speaker A:But what this rollout plan is telling us is that we can get you there if we follow these principles and we make these changes, we open up these accounts, maybe we open up a special purpose account for your holiday of a lifetime and we start to put percentages in on a regular basis.
Speaker A:To me, like I said, that's 9 o' clock every Friday.
Speaker A:For others, it may be a different time, but if we do that every week at the same time and same day, we are Helping them create this habit of gaining control of their money, of understanding each kind of their business now has a purpose, of actually seeing some money building up in their holiday of a lifetime pot.
Speaker A:For them to achieve one of the dreams that they set when they set up their business now, producing monthly management accounts is not going to help them achieve that dream.
Speaker A:Moving money into a pot strategically and with the guidance and hand holding of a certified Profit First Professional is going to help them achieve that dream.
Speaker A:So the rollout plan and the profit assessment work together.
Speaker A:And like I said, the profit assessment shows us where we're at now and where we are in comparison to the ideal target allocation percentages.
Speaker A:But the rollout plan then takes us to either the target allocation percentages or the percentages that we believe are appropriate for that business.
Speaker A:And again, that comes from experience of how many profit assessments in different industries you've completed.
Speaker A:That experience builds up over time.
Speaker A:That experience is shared within our community, within our members of Profit First Professionals.
Speaker A:But it's key to understand that without operating Profit first in your own business, you are not going to be able to provide Profit first services in the right way to your clients.
Speaker A:So when we have people going through certification, as I mentioned before, one of the first stages is to implement Profit first fully in your own business.
Speaker A:There's so much learning that goes on in here, and we take them through quite a few steps.
Speaker A:Everything we do in Profit First Professionals is a small step.
Speaker A:And all these small steps add up and we're not.
Speaker A:Everything that we teach our members are the same steps that we took.
Speaker A:They're the steps that we took towards the success that we've achieved.
Speaker A:And we want our members to follow these steps so that they can achieve the same success, so that they can have the business that they wanted, they can have freedom from their business, they can achieve financially the things they want to achieve, but they can also then tell and teach and take their clients in the same direction.
Speaker A:So how does it work when you want to talk to a client?
Speaker A:You know, what is the Profit first advisory offer?
Speaker A:Well, what we teach our members within Profit First Professionals is to think about who their top clients are.
Speaker A: a analysis which we call the: Speaker A: It's based on the: Speaker A:But what's happened is we've kind of broken that down.
Speaker A:Instead of 20 80, we've gone 20, 60, 20.
Speaker A:So we analyze who the top 20% of clients are, then we analyze who the bottom 20% clients are and then in the middle is our middle 60%.
Speaker A:We won't just analyze this on the amount of money coming into the business.
Speaker A:We'll analyze this on lots of different factors.
Speaker A:One of them being the type of, type of people the client are their sort of values, you know, how they behave, how they act towards us, you know, relationships are really important within this strategy.
Speaker A:And when you want to talk to people about profit first, it's about people that are most willing to hold a conversation with you, most willing to perhaps take an interest in what you have to say.
Speaker A:So when we talk to our members about, you know, creating their profit first advisory offer, one of the first things we ask them to do is identify a client from their top 20%, a client that's got their financial information up to date that you know, the records are going to be fairly accurate and someone that, so it might be someone that you're producing the bookkeeping for yourself so you know that the data is completely accurate.
Speaker A:Or it might be someone who, you know, they keep it up together.
Speaker A:Everything's going through Xero or QuickBooks, it's all automated.
Speaker A:So you know that everything's up to date and you're quite confident with the numbers you'd be looking at.
Speaker A:That's kind of the first tick in the box really.
Speaker A:And then the second tick will be that it's someone that you know will most likely be open to a conversation with you about this.
Speaker A:So we pick the client, then we ask our members to produce the profit assessment for that client.
Speaker A:So they run the profit assessment and they look at where the numbers are right now.
Speaker A:How have they been using the money in their business up to this point?
Speaker A:What are we seeing?
Speaker A:What are the percentages coming out at?
Speaker A:What other thoughts do we have around the profit assessment and the business?
Speaker A:Then our member brings, quite often brings that profit assessment into one of our post certification cohort sessions.
Speaker A:And shares doesn't share the client's name and things like that.
Speaker A:Of course, you know, we're very careful with how we share information.
Speaker A:But they will talk to us about the client and about the profit assessment and share with us their thought process and how they've come about to the conclusions they've came to.
Speaker A:And then they will take us into the rollout plan and explain to us how the rollout plan has been put together, where they think they're going to take the client and we'll discuss this around the room.
Speaker A:So there'll be some profit first guides there so myself, Jason, Kerry, Deb, you know, can be on these calls.
Speaker A:But there'll also be lots of our members.
Speaker A:And so we'll ask questions, we'll dig deeper, we all seek answers for certain things that we're seeing amongst numbers.
Speaker A:Our members will do the same.
Speaker A:And by the end of the call and end of the session, our member that's brought the profit assessment and the rollout plan to the core, we'll have further insights that will enhance the value that they can provide to their client.
Speaker A:So we don't do this on with, with every profit assessment our members produce, by the way, but when people have certified, we ask them after certification to start to do this one, two, maybe three times just to, just to help them practice, help them talk about things, help them present before they go out to their clients.
Speaker A:So what will happen then is the member will come off of that session, they'll probably make a few changes, make a few adjustments to the profit assessment and the rollout plan.
Speaker A:Then what we ask them to do is ring up the client.
Speaker A:So, yes, pick up the phone.
Speaker A:It's not a send a message, drop an email kind of thing to do.
Speaker A:So we want you to pick up your phone, speak to your client and say, hey, I've been looking at your numbers from a different perspective to normal.
Speaker A:And I've.
Speaker A:There's a couple of things that stand out to me and I'd really like to share that with you.
Speaker A:Would you be open to scheduling a meeting with me?
Speaker A:The idea of that is to pique the interest of the client, let them know that actually you're being proactive and you're thinking ahead and you're thinking, you know what, this is a, this is a different way of doing things that I've got here and I'm going to share that with you because if I don't share it with my clients, they're not going to know what I'm doing.
Speaker A:If I just tell them, oh, I'm doing this thing called profit first, and the client's never read the book, they're not going to understand.
Speaker A:So we want our members to be proactive, pick up the phone, tell the client, book the meeting.
Speaker A:So when they have the meeting, yeah, of course they're going to present, they're going to present the profit assessment, they're going to present the rollout, they're going to present the ideology, the theory, the strategy behind profit first.
Speaker A:But the most important thing to start with is to actually ask questions of the client before you start presenting.
Speaker A:So it's fact Finding how do you feel your business is going today?
Speaker A:What, what are the main obstacles you're coming up against?
Speaker A:You know, are you paying yourself enough money?
Speaker A:Did you make a profit last year?
Speaker A:Was it what you're expecting to achieve?
Speaker A:Have you got a tax set aside for your upcoming tax liabilities that I know are fast approaching?
Speaker A:These conversations are.
Speaker A:They're very lightweight questions, by the way.
Speaker A:You would go much deeper than that.
Speaker A:I'm just giving some very brief examples of how you perhaps would start a conversation going.
Speaker A:But the conversation with your client has to be initially where you are asking lots of questions, digging deeper, not letting them get away with just some light hearted, fainted sort of, you know, responses.
Speaker A:You need to go deep, you need to dig in to find out what the problems actually are so that you can then help them solve them.
Speaker A:Because the strategies of Profit first will no doubt solve the problems.
Speaker A:Mike, Mike said recently when I was on the call with him, profit first doesn't fix your business.
Speaker A:It shows you the areas that need fixing.
Speaker A:And I think that it was like another light bulb moment for me when I heard Mike say that.
Speaker A:So we're looking to see where the problems are and what we need to fix.
Speaker A:But it's also important to hear from your client where they see what the problems are from their perspective, because we need to look at the business through their lens as well as our Profit first lens.
Speaker A:So the conversation is all about asking questions, seeing where their pain points are, what are the problems they need solving, and what were the outcomes they were looking to achieve when they first set up in business.
Speaker A:You know, we've spoke about this in, on previous episodes, that we have a dream when we set up our business.
Speaker A:We have a dream of being free, of earning lots of money, of having lots of time away from work.
Speaker A:And quite often or not, that doesn't really happen.
Speaker A:It certainly doesn't happen initially.
Speaker A:And we actually find ourselves, especially accountants and bookkeepers, we find ourselves a slave to what we've created and we're actually stuck in the business.
Speaker A:So we need to find a way out of the business, but we also need to do that with our clients because the same principles apply to whatever business we're talking about, whatever industry it may be.
Speaker A:So the conversation, as I say, is all about fact finding what problems need solving, what the outcomes you wanted to achieve when you set up your business in the first place.
Speaker A:And then when we present the Profit first assessment, show them how the cash is being handled in the business up to this point, try and give them some clarity over where the money could be better served and better used.
Speaker A:And the rollout plan is discussed on where they want to go.
Speaker A:And we look at the percentages, we look at it moving, we look at the time frame of what we're looking to achieve.
Speaker A:We understand if they think their sales revenue is going to increase, we understand if it's going to stay the same.
Speaker A:We talk about pricing, there's lots of things that we can talk about.
Speaker A:But this call is probably only going to be for an hour.
Speaker A:So if we're spending a lot of time asking questions, we need to be quite concise when we talk through the profit assessment and the rollout plan.
Speaker A:And we need to reflect back, always reflect back to the problems that need solving and the outcomes the client is looking to achieve.
Speaker A:When you can start to reflect back on that, on the rollout plan and start to indicate a time frame of when perhaps some of these outcomes might start to be achieved.
Speaker A:A time frame on when a lot of these problems will be solved.
Speaker A:You know, and it might be a case of, okay, you've told me you've got these three big problems.
Speaker A:Which one is the most important?
Speaker A:What would it mean to you to solve one of them and which one would you prioritize?
Speaker A:And then you can focus on that the other two problems can be solved after you've solved that one, that you cannot do everything in one go.
Speaker A:And accountants and bookkeepers, we are very guilty of trying to solve everybody's problems straight away.
Speaker A:You know, we're problem solvers and we're giving people, we generally want to help people and that's good, but we can't do everything in one go.
Speaker A:And we cannot overwhelm our clients on a session with them.
Speaker A:So we talk about what we can do, we show them there's a route, we show them the rollout plan is the way forward for them and we can guide them through the process.
Speaker A:That's our conversation, that's our meeting.
Speaker A:We've demonstrated high value.
Speaker A:We've demonstrated what impact we can make to them and their business.
Speaker A:And then of course, we can make the offer, have the conversation, make the offer.
Speaker A:The key part to this is the value.
Speaker A:You know, if your rollout plan is moving someone that's earning, let's say for round numbers, say they're earning 45, 000 pounds from their business, mixture of salary and dividends, however it's set up, but we're looking at it from a profit first perspective, this is what they're taking out of the business, whatever that looks like, what would Happen if in two years time we've taken you from 45, 000 to 150, 000 or 90,000 or 250,000, you know, depending on numbers, depending on revenue numbers.
Speaker A:Very hard to just, just throw figures out there.
Speaker A:But if you move someone that much, what would that mean to them?
Speaker A:Would that help them move into their dream house?
Speaker A:Would that help them be able to have the holiday of a lifetime?
Speaker A:Like I said at the beginning, people have had their marriages saved because they've implemented profit first into their business and then into their personal lives.
Speaker A:Parents have sent their children to university and paid for their fees.
Speaker A:They've sent them to private schools to pay for their fees.
Speaker A:They've.
Speaker A:Yeah, it's, it's, it's just ongoing.
Speaker A:The power of profit first is second to none from an advisory perspective.
Speaker A:With the way the world's going now, AI automation compliance is, I think we all know this and I think we all accept this.
Speaker A:Compliance is going to become easier and easier to complete.
Speaker A:For one thing, arguably sometimes the candidates and bookkeepers could start to get missed out because AI might be able to produce everything for business owners without getting their candles and bookkeepers involved.
Speaker A:But running a business, making decisions, looking after your money, that is powerful.
Speaker A:And the advisory that comes from profit first, if you live and breathe it in your business and you get your customers to live and breathe it in their business, it's second to none.
Speaker A:And the successes that have been achieved will continue to be achieved no matter what's happening in the world.
Speaker A:So that's what I wanted to share with you today.
Speaker A:So I've talked quite a lot about what we talk about with our members, which I don't do that often within a open environment on this podcast.
Speaker A:But this podcast is profit first beyond the book.
Speaker A:And sometimes it's nice to share a few things of what goes on within the world of profit first.
Speaker A:And I think it's, it's clear to see people that read the profit first, the book will come away with the idea that it's simple, it's just moving money into pots.
Speaker A:There's so much more that goes into it.
Speaker A:The intentional behavior, the habits, the rhythm of money, the sequence of things, Parkinson's law, these are all things that you can read about.
Speaker A:But actually living and breathing a full implementation of profit first in your own business is key to success, of providing a high impact, high value profit first advisory business.
Speaker A:So if you're looking to produce an advisory business, then really profit first is your option.
Speaker A:So if you're interested in learning more, head to our website profitfirstuk.co.uk you can find out more about us Profit First Professionals.
Speaker A:We own the license for Profit first in the UK and Ireland.
Speaker A:So if you are working with clients on Profit first and you're not a member of Profit First Professionals, you're not licensed.
Speaker A:You're only teaching someone something you've read from a book.
Speaker A:The business owners probably read the same book, therefore you're not teaching them anything they don't already know or could work out for themselves.
Speaker A:If you really want to make an impact and make a high value impact to your clients, you need to implement Profit first successfully in your business through us at Profit First Professionals.
Speaker A:So you can go to the website and you can hit the wait list or the expression of interest form that will pop into our inbox.
Speaker A:We'll reach out to you to schedule a call with you and have a chat, see where you're at, see what's happening with you and your business.
Speaker A:Because at the end of the day, we want you to be successful.
Speaker A:We want you to make a success of your accountancy, bookkeeping and coaching business.
Speaker A:We want you to make a success of supporting your clients.
Speaker A:We want business owners to be highly profitable.
Speaker A:We want them to be earning increasing, consistently increasing profits on a regular basis.
Speaker A:We want them to be able to pay themselves properly from the business because if they do, then they've created a longer term sustainable business which means they can ensure looking after their team members, their employees, their outsourced offshore team, whoever it is that works for them and does the delivery of the work for them and their families for a long time.
Speaker A:It's really important.
Speaker A:So if you're interested in finding out where you're at right now from a Profit first perspective, then there is a quiz you can take.
Speaker A:So if you head to the website, profit first assessment.scoreapp.com so that's profit first assessment.ScoreApp.com you can take our Profit first quiz and see where you're at from a Profit first perspective in your business.
Speaker A:And finally, if you're just interested in finding out a little bit more about Profit first first, you just want to get into our world.
Speaker A:Myself, Jason and Deb run a free group called the Profit First Pathway in Facebook.
Speaker A:If you pop onto Facebook, type in the Profit first pathway, answer three or four simple questions, agree to the rules, we will allow you in and we will welcome you into our group where you'll learn lots of different tips, tricks and skills around Profit first that you can use in your own business from that group.
Speaker A:So we would love to welcome you in there.
Speaker A:So I just want to say thank you very much for listening to me today.
Speaker A:I'm on my own, so it's a bit of a slightly different type of podcast because normally we have guests and normally it's more conversational based.
Speaker A:So it has just been me talking today.
Speaker A:I've really enjoyed sharing some of this, this knowledge about Profit first advisory with you, and I hope that you find it helpful and beneficial.
Speaker A:And hopefully we'll see you again on our next episode next week.
Speaker A:Thank you for listening today.
Speaker A:Thank you for joining us on our podcast today.
Speaker A:Profit first beyond the book was brought to you by the Profit First Professionals UK and Ireland team.
Speaker A:If you'd like to find out more about Profit first or becoming a Profit first professional, head to our website, profitfirstuk.co.uk.
