You log into your bank to process payroll….and your heart stops. Where did all the money go!!?? Money disappears fast in a home service business when the truck repairs, payroll, and job materials all come calling on your bank account at once. Having a clear business finance plan isn’t optional; it’s mandatory for survival.
Robb Conlon joins me to share how the Profit First system turned his finances from chaos to calm. Profit First saved his business six times! Together, we dig into the simple steps that can save your business, stop Sneaky Leaky from draining your profits, and finally give you peace of mind with your money.
What You’ll Learn…
- Why a business finance plan gives you freedom instead of restrictions
- How Profit First helps you see your money clearly without fancy spreadsheets
- The biggest money mistake home service owners make when they start growing
- What to track weekly so you can stop guessing where the money went
- How to stay calm during slow seasons with a plan that works year-round
- Why separating bank accounts keeps Sneaky Leaky out of your profits
- How a strong business finance plan lets you grow with confidence
Key Moments…
[0:00] – Robb’s story and why a business finance plan matters more than ever
[3:40] – The moment he realized his subscriptions were controlling his money
[7:15] – How Profit First saved his business six different times
[11:50] – Turning cash flow chaos into predictable profits
[16:25] – Why simplicity beats complicated accounting systems
[20:30] – Building healthy money habits that keep Sneaky Leaky out
[25:10] – Steps to start your own business finance plan today
Robb’s story and why a business finance plan matters more than ever
Robb opens up about the early days of his business when every month felt like a scramble. Jobs paid well, but somehow the money always vanished. Creating a clear business finance plan changed everything. It helped him separate emotions from decisions and start paying himself intentionally. What used to feel like chaos now follows a rhythm that keeps the business steady through any season.
The moment he realized his subscriptions were controlling his money
Robb laughs about having 25 subscriptions tied to his business. He had everything from marketing tools to storage apps. Those small charges piled up faster than he realized. By folding them into his business finance plan, he turned frustration into foresight. Now, each subscription is accounted for, measured, and tied to a real need instead of an impulse buy. Sneaky Leaky doesn’t stand a chance when every dollar has a purpose.
How Profit First saved his business six different times
Profit First became Robb’s lifeline more than once. Whether it was a surprise tax bill, a slow sales month, or an unexpected repair, his accounts always had what they needed because he followed the plan. That’s what a strong business finance plan does: it prepares you before the storm hits. Robb’s story proves that discipline pays off, literally.
Turning cash flow chaos into predictable profits
When money flows through too few channels, it’s easy to lose track. Profit First gave Robb the framework to assign every dollar a job. That structure turned stress into stability. By following his business finance plan, he could finally make spending decisions based on data instead of gut feelings. Predictability replaced panic, and profits followed.
Why simplicity beats complicated accounting systems
Many owners think they need fancy software or a finance degree to manage their money. Robb reminds us that the best system is one you’ll actually use. His approach keeps things simple with clear accounts, regular check-ins, and steady discipline. A business finance plan doesn’t need to be complex to work; it just needs to be consistent.
Building healthy money habits that keep Sneaky Leaky out
Bad habits form when no one’s watching the numbers. Robb shares how he schedules time each week to review his accounts and adjust spending. These small check-ins plug potential leaks before they grow. A steady routine turns your business finance plan from a piece of paper into a profit-protecting habit.
Steps to start your own business finance plan today
Robb and I agree that waiting for “someday” can cost thousands. Start by separating your accounts, tracking where money really goes, and assigning set percentages to profit, taxes, and expenses. That simple business finance plan helps you take control before things spiral out of hand. It’s not about perfection, it’s about intentional direction.
About Robb
Robb Conlon didn’t always plan on running a thriving podcast agency. But with his experience in radio, with degrees in broadcast communication and digital media, he saw podcast production as an exciting way to use his skills. He dove headfirst into the industry in 2021 and discovered how much he enjoyed helping podcasters develop their niche audience. Clients loved him and his career was headed in a great direction, when his employer wrote in a plot twist: Robb’s work was outsourced (surprise!) and his position, and half of his department, was terminated.
And so Robb did what a lot of entrepreneurs do. He leveraged his final $26 and launched a business, with a commitment to putting the needs of clients and his team first.
More than three years and 40 clients later, Westport Studios has emerged as a beacon in B2B podcasting, highlighting what’s possible when you build something aligned with your core values.
Connect with Robb
Social Links
Diane’s Resources:
Profit Impact Call: https://taxcoach4you.com/profitimpactcall
Profit First Method: https://taxcoach4you.com/profit-first
15 Profit Leaks eBook: https://profitcoach4you.com/profitleaks
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