A six-month journey from “What am I looking at?” to “I know what to do next.”
This learning path is designed for founders and managers who want a structured route to financial confidence. Each phase builds on the last, so you’re never overloaded and always working with context from your own business.
By the end of the program, reading your numbers and planning ahead becomes a weekly habit, not a stressful quarterly event.
Program at a glance
The learning path is intentionally compact. We focus on the minimum effective tools you need to make better decisions, not a library of unused frameworks.
Duration
6 months of guided learning with short breaks built in for implementation.
Format
Live online workshops, practical assignments and optional office hours.
For whom
Owners, general managers and senior leaders responsible for financial decisions.
Cohort size
Small groups so we can refer to real examples from your sector and context.
Month-by-month journey
Each month has a clear theme. You’ll always know what you’re working on and why it matters right now for your business.
Financial story foundations
Map how money moves through your business, connect your P&L, balance sheet and cash flow, and identify the three key numbers you’ll track every month.
Cash flow & breathing room
Learn to spot timing gaps, build a simple cash forecast and design buffers that keep you out of “last-minute” crisis mode.
Margins, pricing & mix
Understand which products, services or clients actually carry your profit and how to protect margins when costs or demand shift.
Growth decisions
Explore scenarios for hiring, capacity increases and new locations using a repeatable, numbers-driven approach.
Risk & “what if?” planning
Stress-test your plans against slower sales, cost jumps or delayed payments so surprises become manageable, not catastrophic.
Systems, rituals & handover
Design simple monthly and quarterly check-ins, dashboards and meeting rhythms your team can run without external support.
What happens inside each module?
Every module follows a familiar rhythm so you can plan around your schedule and know what to expect each week.
- Short concept briefing with concrete examples from Australian businesses.
- Live case lab where we work through one scenario as a group.
- Optional “apply it to your numbers” task you can complete in 60–90 minutes.
- Q&A or office hour to clear roadblocks before the next module.
If you miss a session, you’ll have access to summaries and tools so you can catch up quickly without falling behind the group.
Support that fits around a real workload
We know you’re running a business while studying. The program is built to respect limited attention and unpredictable weeks.
Mentor feedback
Get practical comments on your worksheets and dashboards, focused on clarity, risk and next actions instead of technical perfection.
Implementation weeks
We intentionally slow the pace at key points so you can embed new routines inside your team before adding more tools.
Take-home systems
Leave with checklists, templates and review rhythms that stay useful long after the last session ends.
Ready to map this learning path to your business?
Share a few details about your team, size and goals, and we’ll help you decide whether the next cohort is the right fit – and what to expect if you join.