In this episode, Deb Halliday shares her journey from becoming a retail manager at just 19 to building a successful bookkeeping and advisory business. Drawing on her early leadership experience, Deb explains how education, empowerment, and strong systems have shaped her approach to working with clients.

Deb also reveals how discovering Profit First transformed her business model, moving her away from hourly, compliance-led bookkeeping into high-value advisory work. By focusing on financial clarity and client education, she’s helped business owners make better decisions while creating scalable training resources that benefit both clients and accountants.

This conversation is packed with practical insights for bookkeepers, accountants and business owners who want to move beyond the numbers and deliver real financial impact.

In this episode, Tim sits down with Liz Szporn, his original Profit First Guide and a key leader within Profit First Professionals Global. Liz shares real success stories from current Profit First Professionals in the US, offering a powerful look at what truly happens when businesses commit to the system.

She also gives practical, timely advice for UK business owners preparing for the changes announced in the recent UK Budget including what to start doing now to stay ahead.

This conversation goes beyond the theory of Profit First. It’s an honest look at transformation, guidance, and the impact of having the right support and structure behind your business decisions.

What you’ll learn:

• How Liz helped Tim find clarity during his early Profit First journey
• Inspiring success stories from Profit First Professionals in the US
• Actionable steps UK business owners can take today in light of the new Budget
• Why community, mentorship, and shared experience make Profit First work
• How simple financial shifts can create confidence, control and calm

Join Tim Seymour and Jason Withers as they dive into the “Diary of a PFP,” sharing insights from the Monday sessions of Profit First Professionals. In this episode, they explore how structured calls, community collaboration, and real-world client experiences help members sharpen their advisory skills and apply the Profit First methodology in practice.

From strategic client selection using the 20/60/20 framework to leveraging special purpose accounts for smarter financial planning, Tim and Jason unpack practical strategies that can transform how you manage your clients and your business. Whether you’re a current or aspiring Profit First Professional, this episode offers actionable tips, real-life examples, and a glimpse into the supportive community that drives success in financial advisory.

Key Takeaways:

• Structured Monday sessions help members deepen their Profit First knowledge.
• Sharing insights fosters stronger connections within the community.
• Special purpose accounts help plan for future expenses and seasonal events.
• The 20/60/20 client analysis framework identifies high-value clients.
• Buffers in financial planning provide stability for unexpected challenges.
• Proactive client engagement uncovers opportunities for growth and profitability.