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
One-On-One Sessions
Group Sessions