In this episode, Tim sits down with Duncan Lloyd, Co-Founder of Profit First Professionals UK & Ireland and founder of Profit Genie Group, to talk about his powerful transition from traditional accountancy to high-value, client-focused advisory.

Duncan shares his journey from charging just £59 a month to confidently offering £750+ packages by embedding the Profit First methodology into his firm. We explore how he went from compliance-heavy services to becoming a true financial coach for his clients, with a strong emphasis on cash flow, profitability, and long-term sustainability.

We dive into how Profit First not only transformed Duncan’s business model but also helped him build deeper, more rewarding client relationships. He also unpacks the benefits of working in a niche, the game-changing impact of a subscription based model, and how community and collaboration within the Profit First Professionals network have helped him thrive.

Whether you're an accountant, bookkeeper, or business coach - if you're looking to move away from compliance and into strategic, advisory-led services, this is a must-listen.

Key Takeaways:

• Profit First helped Duncan shift from traditional compliance to proactive financial coaching.
• Cash flow and profit management are essential to building sustainable client businesses.
• Niche specialisation allowed Duncan to tailor services and deliver higher value.
• Pricing jumped from £59 to £750/month by focusing on transformation and accountability.
• The Profit First Professionals community fosters support, collaboration, and growth.
• A subscription-based model makes pricing clear and enhances client experience.