Just had an illuminating conversation with Lori Mercaldi, founder of Tally Financial and a Certified Profit First Professional. Lori opened my eyes to the Profit First Model.
What is Profit First, you say? It's an innovative financial management system that helps you prioritize PROFIT from day one!
Lori doesn't just talk about the Profit First Model; she LIVES it and implements this method with her clients.
But that's not all we talk about in this episode! We explored a wide range of topics, and here are some key takeaways:
This interview is a must-listen for anyone looking to take their business to new heights, whether you own a franchise or a stand-alone business. Lori’s insights are a game-changer!
Lori Mercaldi is a Profit Strategist & Certified Profit First Professional who helps service-based business owners and entrepreneurs achieve a profitable and financially healthy business that sustains the lifestyle they deserve.
As a strategic business partner and expert in Profit First Implementation, Lori is committed to helping her clients manage their cash flow and grow their profit margin. "It's not just about crunching numbers but building a financially strong and prosperous future for yourself and your business".
You can find Lori on LinkedIn at https://www.linkedin.com/in/lorimercaldi/.
Get in touch with Kristine at: