The Gaelan Trombley Show
A conversation with Lori Mercaldi
Hear Lori discuss her work as a profit strategist and her approach to helping business owners.
Listen to the episode ↗ (opens in a new tab)Home / Resources
Resources
A little insight.
A useful next step.
Explore Profit First through a short training, conversations with Lori, and resources to help you think more clearly about your business finances.
Let’s talk about your business ↗A 16-minute introduction
Financial Clarity With Profit First
Join Lori for a concise introduction to the Profit First cash flow system and the foundations of a financially healthier business.
Hear Lori’s approach
Conversations worth a listen.
Explore Lori’s guest appearances and get to know her perspective on profit and business finances.
Demystifying Franchise Ownership
Profit First Mastery
Explore Profit First with Lori and host Kristine Givens.
Listen to the episode ↗ (opens in a new tab)The Savvy Session
Unlock the Secrets to Financial Success
Join Lori, Kirsten Ramos, and Paula Kircher for a conversation about business finances and profitability.
Listen to the episode ↗ (opens in a new tab)Grow My Accounting Practice
Transitioning from Compliance to Profit First Consulting
Learn more about Lori’s transition toward profit consulting and the thinking behind her advisory approach.
Listen to the episode ↗ (opens in a new tab)Read & explore
Keep building your financial clarity.
Start with the book.
Get the first two chapters of Profit First by Mike Michalowicz and explore the thinking behind the method.
Get the first two chapters ↗Visit the Financial Tally blog.
Read Lori’s published articles for ideas about cash flow, owner’s pay, profitability, and financial organization.
Read the blog ↗Your next step
Ready to apply this to your business?
Let’s discuss your goals and the support that could help you put a clearer plan into practice.
Let’s get started