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Insider Tips from Profit First Coaches

Ever wish you could pick the brains of Profit First pros just for private practice? This episode brings you behind the scenes of Profit First Academy office hours with two of our most experienced coaches, Carolyn Chrestman and Hannah Dyer. Julie sits down with Carolyn and Hannah to share real questions from practice owners, common places people get stuck (and how to get unstuck), and what it really looks like to tailor Profit First to your own practice. Whether you’re just getting started or ready to dig deeper, you’ll walk away with encouragement, actionable tips, and a whole lot less confusion about your financials! Highlights [00:02:00] Meet the Coaches [00:03:30] What Are Office Hours? [00:05:00] Setting Up Profit First Accounts [00:06:30] Payroll, Taxes & “The Big Man” [00:07:45] When to Add Extra Accounts [00:10:00] Solo vs. Group Practice—Scaling Account Structure [00:11:00] The “Instant Assessment” Demystified [00:14:00] Real-Life Accounting Mistakes [00:17:00] Customizing Your Profit First Plan [00:21:00] No Shame, Just Progress [00:23:00] Using Office Hours as Accountability [00:24:20] Learn More & Join the Academy