Table of Contents

• Profit First Club Newsletter

  • 🧠 Step 1 – Set the Foundation: It’s Not About the …

  • 🔁 Step 2 – Review Last Week

  • 🏆 Step 3 – Reflect and Celebrate Wins

  • 🎯 Step 4 – Projects, Brain Dump & Prioritisation

  • ✍️ Step 5 – Create a Daily List (Before You Finish …

  • 💰 Profit First Insight: It’s Okay to Fall Off the …

Profit First Club Newsletter

Estimated reading time: 3–4 mins

This Week’s Focus: Weekly Planning + Getting Back on the Profit First Bandwagon
This week, I’m sharing two key lessons that have made a big difference in how I run my business—and how I support clients building theirs:

1. An insight into how I plan my week after years of trial and error, reading productivity books, and trying every method under the sun.

2. A reminder that it’s okay to fall off the Profit First bandwagon—and what to do when that happens.

Let’s dive in 👇

🧠 Step 1 – Set the Foundation: It’s Not About the Software

Everyone wants to know the best app or system for planning time. But let’s be honest: none of that matters if you don’t know what you’re trying to achieve.

Planning your week starts with being clear on your goals.
Without that clarity, you’ll just end up in the Busy Fool trap—busy, but not getting anywhere.

🔁 Step 2 – Review Last Week

Every week starts with a review of the last one:

• What went well?

• What didn’t?

• What do I need to carry forward?

• What could I improve?

If you don’t do this, you’ll probably just repeat the same week.
Einstein’s quote comes to mind: “Insanity is doing the same thing over and over and expecting different results.”

🏆 Step 3 – Reflect and Celebrate Wins

This isn’t fluffy—it’s powerful.
Celebrating wins protects your confidence, boosts your momentum, and helps you go into the week with a strong mindset.

Progress stacks. But only if you notice it.

🎯 Step 4 – Projects, Brain Dump & Prioritisation

I review all active projects—these are linked to quarterly rocks and long-term goals, not just what I feel like doing.

Then I do a full brain dump:

• Admin

• Meetings

• Tasks

• Loose ends

Once it’s all down, I ask:
What’s the 20% of this list that will give me 80% of the results this week?
Those items go to the top. If I only get those done, I’ve still moved the needle.

✍️ Step 5 – Create a Daily List (Before You Finish Work)

Before I finish work for the day (or at the latest, by the night before), I write a short list for the next day.

This means I always wake up knowing exactly what my priorities are—no guessing, no spinning wheels.
And because the list is already ordered by importance, I simply start from the top and get to work.

No time-boxing. No rescheduling. Just the next most important thing.

And yes—I do all of this on pen and paper.
I love tech, but this system has made the biggest difference.

💰 Profit First Insight: It’s Okay to Fall Off the Bandwagon

One of the biggest challenges I see with clients is this: they hit a setback in their business—and suddenly throw all the good work they’ve done with Profit First out the window.

Sound familiar?

You’ve had a tough month, or a cash flow dip, and you stop doing allocations, stop moving money, stop protecting profit.

But here’s the thing:
Setbacks are part of business.
It’s like getting in shape. If you overeat at Christmas or stop going to the gym for a few weeks, that doesn’t mean you should give up on your health entirely.

The same applies to Profit First.

It’s okay to coast. It’s okay to “put a bit of fat on.” But don’t abandon the whole system.
What matters is that you get back on the bandwagon.
And not by jumping in full-force. If I haven’t trained in weeks, I don’t do 2-hour gym sessions—I start with a light 20–30 minute session and build from there.

So if you’ve fallen off with Profit First:
✅ Start again gently.
✅ Do one small allocation.
✅ Even just 1% to profit.

Less is more. But starting again matters most.

Because if you don’t reset, it compounds. Like ignoring fitness after Christmas—suddenly it’s the next Christmas and you’re two stone heavier.
Don’t let that happen with your business finances.

Let me know—was this helpful?
What’s one small step you can take today to get back on track with your weekly planning or Profit First?

Want some help?

3 Ways I can help you.

1. Book a Tax Diagnostic Discovery Call To See if we think we can save you money?If you are not a client, then you can book a call HERE so we can learn more about your business.

2. If you are a client and we don’t already help you with Profit First or you taxes, email me via [email protected] to arrange a chat about the Profit First System and how it can increase your cash balance and profits (guaranteed)

3. Get some tax tips from my TikTok HERE