Escaping the Revenue Trap: A New Era for Accountants and Bookkeepers

In this episode, we unveil the Profit First Pathway, our newly rebranded pre-membership experience for accountants, bookkeepers and coaches who are ready to take control of their own business finances before guiding clients to do the same.

Formerly known as Croissants & Coffee, this new direction is far more than just a name change. It’s a call to action.

You’ll hear from Deb Halliday and Jason Withers as they candidly explore a common yet overlooked issue in the industry: making impressive revenue... but having little to show for it.

Why are so many professionals hitting six figures yet still feeling broke?

How can you move from surviving to thriving with fewer clients and more profit?

This episode dives into real stories, mindset shifts, and the first intentional steps you can take towards becoming a fully Certified Profit First Professional.

If you’re tired of working yourself into the ground and still not paying yourself what you're worth, this conversation is your sign to do things differently.

Episode Takeaways:

• The Profit First Pathway is designed for those accountants, bookkeepers & coaches not yet ready for certification but eager to transform their own business finances using the Profit First method.
• Revenue ≠ Profit. Many high-earning professionals still struggle with stress and low take-home pay.
• Learn how to translate complex financial decisions into clear, human language your clients (and you!) can actually act on.
• Discover the power of community-driven support and collaboration among fellow professionals on the same journey.
• Begin building a business that pays you, not just your bills.