Do you feel like you’re bumbling around in the dark when it comes to the financial management of your business?
Are you the accidental business owner who’s always just thought “oh, I’m not a numbers person”?
What if there was a way to wrap your head around business finances without any of the jargon or convoluted spreadsheets?
(Oh, and it will help you make a lot more money, too.)
1.
Financial Foundations and Reporting
Personalised Financial Health Check:
Initial review to identify your specific pain points and financial management needs.
Understanding Financial Statements:
Learn to read and interpret the financial reports generated by your accounting software.
Effective Financial Reporting Systems:
Master the art of maintaining and analysing internal financial management systems.
2.
Cash Flow and Profit Management
Cash Flow Mastery:
Quick tips for effective cash flow management and monitoring using your financial reporting software.
Profit Drivers Analysis:
Discover and develop strategies to leverage the key drivers of profit in your business, including budgeting for various business aspects like trading, stock levels, and wages.
What you'll learn
We’ll help you evaluate, plan and understand the financial side of your business.
3.
All Things Tax
Navigating Income Tax:
Gain insights into how income tax is calculated in your business, the instalment system, and how to stay on top of your tax position throughout the year.
Optimising Business Structure for Tax:
Review and optimise your current business structure to ensure the best tax outcomes.
4.
Benchmarking and Business Growth Strategies
Applying Financial Ratios:
Learn to use financial ratios effectively to assess your business performance and identify relevant KPIs.
Strategic Benchmarking:
Understand how benchmarking can be utilised to enhance business performance.
Just one hour a month can make a positive difference to your business success.
Over 40 clients have worked with us to learn to love their numbers. They have all reported significant improvements in their financial management skills and a much greater understanding of what drives their business—and how to measure it.
Meet your coaches.
Having spent 25+ years helping and advising small business owners, we’ve seen time and again just how much a little extra financial knowledge can help a business soar.
Financial management can be quick and easy; you just need to know what you're doing—which is where we come in. We pulled from our collective experience, identified the key areas that small businesses struggle with most and created a structured coaching program to give you the answers—simply.
You’ll learn how to regularly and quickly review your business performance, a skill that is powerful in improving profit and cashflow. If you’re ready, we’d love to show you how to Learn to Love Your Numbers.
Rebecca Roach
B App Sci Sys Agriculture
Grad Dip Fin Mgt
CPA
25+ years experience.
Andrew
Shiels
BFA CA ANZ
15+ years of experience.
What you'll get
12 x one-on-one financial masterclasses with an experienced accountant.
Monthly summary of key learnings specific to your business.
A personalised financial management checklist.
Access to jargon-free, easy-to-understand teaching you will not find anywhere else.
Investment from $4,299
Our promise to you.
Financial information can seem boring, we get it. It’s the reason so many business owners avoid the topic! But we’re here to change that.
Zero overwhelm
Every meeting you have with us will be focussed on just one key learning area.
Personalisation
We’ll teach you about the topic in a way that’s uniquely tailored to your industry and business.
No jargon
We want you to feel confident asking questions and having financial conversation, so we’ll always talk in language you understand.
Better
cashflow
More control
in your business
Higher
profits
Clarity for your future
Frequently Asked Questions
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What is my time commitment ?One hourly meeting per month via zoom. 15 minutes of your time to follow up per week to keep you on track between your sessions.
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What do I get as part of the program?12 one-on-one sessions with an experienced business advisor; this is not an online course that you buy and forget! No judgement in this space; whatever your questions, we are here to help. A tailored program to suit your business, industry, unqiue skill set and learning style. Learn the hacks in your business where small changes will bring about big changes, just by learning to love your numbers! Master the tools to understand your business and make decisions that result in getting cash in the bank and improving your bottom line. Step by step coaching to give you confidence and clarity in your business. A program that helps you learn to love your numbers and make decisions in your business that result in profits.
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How does the program work?12 individual sessions over 12 months, all completed via zoom. Following each session you will receive your follow up task to focus on during the month.
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What are involved in the sessions?1 x Business Profile Session The good the bad and the ugly in your business. Your business game plan developed to determine where you need help. Receive a comprehensive plan for the skills you need to master and how they will be implemented. 4 x Check in and Accountability Sessions Check in meetings to keep you on track with your new financial skills to help drive real change. 1 x Wind up Session Review of your personal business game plan to keep you in the mindset for profits, clarity, control and confidence in your business. 6 x Masterclass Sessions Individual sessions tailored to you and your business covering the following: Reviewing financial statement and software reports - learn where the gold is in these reports. Cashflow - budgets and business planning Tax - understand your business structure, the tax system, instalments and how to set yourself up for minimising your tax Know your numbers - break even point , psychology of pricing, cost control, wages budgets and stock. What matters in your business - internal financial systems, productivity budgets and KPI's. Benchmarking - make this work for your business.
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What is the investment?From $4,299 for the 12 sessions.
One-On-One Sessions
-
What is my time commitment ?One hourly meeting per month via zoom. 15 minutes of your time to follow up per week to keep you on track between your sessions.
-
What do I get as part of the program?12 one-on-one sessions with an experienced business advisor; this is not an online course that you buy and forget! No judgement in this space; whatever your questions, we are here to help. A tailored program to suit your business, industry, unqiue skill set and learning style. Learn the hacks in your business where small changes will bring about big changes, just by learning to love your numbers! Master the tools to understand your business and make decisions that result in getting cash in the bank and improving your bottom line. Step by step coaching to give you confidence and clarity in your business. A program that helps you learn to love your numbers and make decisions in your business that result in profits.
-
How does the program work?12 individual sessions over 12 months, all completed via zoom. Following each session you will receive your follow up task to focus on during the month.
-
What are involved in the sessions?1 x Business Profile Session The good the bad and the ugly in your business. Your business game plan developed to determine where you need help. Receive a comprehensive plan for the skills you need to master and how they will be implemented. 4 x Check in and Accountability Sessions Check in meetings to keep you on track with your new financial skills to help drive real change. 1 x Wind up Session Review of your personal business game plan to keep you in the mindset for profits, clarity, control and confidence in your business. 6 x Masterclass Sessions Individual sessions tailored to you and your business covering the following: Reviewing financial statement and software reports - learn where the gold is in these reports. Cashflow - budgets and business planning Tax - understand your business structure, the tax system, instalments and how to set yourself up for minimising your tax Know your numbers - break even point , psychology of pricing, cost control, wages budgets and stock. What matters in your business - internal financial systems, productivity budgets and KPI's. Benchmarking - make this work for your business.
-
What is the investment?From $4,299 for the 12 sessions.
Group Sessions