Katie Marshall · Profit First Professionals Australia

Katie Marshall

Certified Profit First Professional

Company: Profit First for Tradies | Efficient Tradie

Role: Bookkeeper

Location: Wilberforce, NSW

Contact: katie@efficienttradie.com


I’ve loved numbers for as long as I can remember and I have loved pulling things apart and putting them back together again. So much so that I wanted to be a mechanic but instead followed my love of numbers into the banking sector where I worked in a number of roles before becoming a Financial Planner and then an auditor.

It was in these roles that I worked with numerous small business owners to help them plan for their retirement. What I found was that I these clients were coming to me later in life and I was only able to make a small impact on their financial situation.

After having my daughter I no longer wanted to travel 3 hours for work each day so I took a job nice and close to home in a family owned and run small business.

It was here I got to see the other side and the reasons why in my previous role I wasn’t seeing these clients until much later on. After the birth of my son I had an urge to do something to help out small business owners get more financial sooner, so I started my bookkeeping business.

It was in this business that I was able to actually make a difference and help small business owners make their business more efficient (my speciality) by using apps and programs to make the number side of the business simple and easy.

I love working with small business owners to turn their complicated and messy bookkeeping into streamlined and simple. I love giving my clients the power to know the numbers of their business which in turn helps them make better financial decisions.

Becoming a Profit First Professional is the final link to teaching my clients how they can become profitable with a simple system, Profit First.


  • Service-Based Businesses
  • Financial
  • Coaches
  • Trades