Financial Analysis That Makes Sense

Learn to read your numbers the way experienced business owners do. Our autumn 2025 program walks you through the financial decisions that matter—without the jargon or unnecessary complexity.

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Financial analysis workshop session

Common Problems We Actually Address

Most business owners struggle with the same financial hurdles. Here's how our program tackles them with practical approaches instead of theory.

Cash Flow Confusion

You're profitable on paper but always tight on cash. The timing of money movements creates stress that spreadsheets don't explain well.

Our Approach: Week-by-week tracking methods that show exactly where cash gets stuck and how to free it up before problems escalate.

Growth Decision Paralysis

Should you hire? Expand? Invest in equipment? The numbers exist but making sense of them for big decisions feels impossible.

Our Approach: Scenario modeling techniques that compare options side-by-side, showing realistic outcomes over 6-18 month periods.

Pricing That Feels Random

Your current prices came from somewhere, but you're not entirely sure they're right. Competitor checking only adds confusion.

Our Approach: Cost-plus analysis that accounts for hidden expenses, then market positioning strategies that make pricing defensible.

Report Overwhelm

Your accounting software spits out dozens of reports monthly. You know some matter more than others, but which ones?

Our Approach: Five essential reports you'll actually use, with specific warning signs to watch for in each one every month.

Seasonal Volatility Stress

Three busy months subsidize nine slow ones. Planning becomes guesswork and every quiet period feels like potential disaster.

Our Approach: Reserve building systems and seasonal cash management that smooth operations across your specific business cycle.

Expense Creep Problems

Small subscriptions and gradual cost increases add up invisibly. By the time you notice, margins have shrunk noticeably.

Our Approach: Quarterly expense audits with specific benchmarks for your industry, plus early warning systems for cost drift.
Program materials and learning structure

How The Program Actually Works

Twelve weeks starting September 2025. Two evening sessions weekly—one for new concepts, one for applying them to your real numbers. No exams or grades, just practical work you'll use immediately.

1

Financial Statement Literacy

Balance sheets, income statements, and cash flow reports demystified. You'll learn what each number means and—more importantly—what changes in those numbers signal about your business health.

2

Forecasting and Modeling

Building realistic projections based on your historical data. Not fantasy numbers for investors, but practical estimates that help you plan inventory, staffing, and capital needs accurately.

3

Cost Structure Analysis

Where your money actually goes, broken down by fixed versus variable costs. Understanding this changes how you make decisions about everything from pricing to expansion timing.

4

Decision Framework Development

Creating your personal system for evaluating opportunities and risks financially. You'll walk away with templates and processes that work for your specific business context and goals.

Who Guides The Program

Three practitioners who've spent years helping Australian businesses navigate financial decisions. They teach what they've learned from working with hundreds of companies across different industries and growth stages.

Wesley Morrison

Wesley Morrison

Financial Operations Lead

Spent fourteen years managing finances for manufacturing businesses in South Australia. His forecasting methods focus on practical scenarios rather than perfect spreadsheets.

Patricia Huang

Patricia Huang

Cash Flow Specialist

Works exclusively on cash management systems for service businesses. Her approach helps companies smooth seasonal volatility and build reliable reserves.

Belinda Greene

Belinda Greene

Cost Analysis Advisor

Specializes in pricing strategy and cost structure analysis for retail and hospitality. She's helped dozens of businesses find margin improvements they didn't know existed.

Getting Started This September

Applications for our autumn 2025 cohort open in June. The process helps us match participants appropriately and gives you clarity about whether the program fits your current situation.

1
June 2025

Initial Assessment

Complete a straightforward questionnaire about your business structure, current financial practices, and specific challenges you're facing. Takes about twenty minutes and helps both of us understand if the timing makes sense.

2
July 2025

Consultation Call

Thirty-minute conversation with a program coordinator who'll review your assessment, answer questions about structure and expectations, and discuss whether the September cohort suits your schedule and business stage.

3
August 2025

Preparation Phase

Once confirmed, you'll receive preliminary materials including basic financial templates to organize your current data. This pre-work makes the first sessions more productive since everyone starts from a similar baseline.

4
September - November 2025

Program Delivery

Twelve weeks of evening sessions, twice weekly. Tuesdays cover new concepts and frameworks. Thursdays focus on applying those concepts to your actual business numbers with instructor support available for questions.