Learning paths that match the way you lead

Every business is different, so we built several financial analysis paths. Whether you are a solo founder, part of a leadership team or guiding a scale-up, there is a route that fits your level of experience and the time you have available.

All paths are based in Australia, use local examples and include practical tools you can apply directly to your own numbers.

View all paths Try a sample lesson

Quick overview

Foundations Track – for leaders who want to finally feel at home with financial language.
Cash Flow & Liquidity Track – for owners who want to avoid surprises and protect runway.
Growth & Strategy Track – for teams planning expansion, hiring or new product launches.
Leadership Finance Intensive – for executives who need to present numbers to boards and investors.

Not sure where to start? Scroll down to the “Which path is right for me?” section or book a short call through our Contact page.

Compare our learning paths

Each path combines live sessions, self-paced content and practical toolkits. The difference is in the depth, pace and focus. Use the overview below to see how they line up.

All times are scheduled in Australian time zones.

Foundations Track

Beginner-friendly

Start here if financial statements currently feel overwhelming. You will learn the essentials and practice reading real reports without being buried in theory.

Duration: 4 weeks
Live sessions: 1 per week · 60 minutes
Best for: new founders, marketing or operations leaders, practice managers

Plain-English overview of the profit & loss, balance sheet and cash flow statements.
How revenue, expenses and assets connect in your business.
Simple ratios to track whether you are moving in the right direction.

See pricing View sample lesson

Cash Flow & Liquidity Track

Cash-focused

Choose this path if your biggest concern is having enough cash to fund operations, pay suppliers and invest in growth without sleepless nights.

Duration: 5 weeks
Live sessions: 1–2 per week · 60 minutes
Best for: founders with seasonal revenue, growing service firms, inventory-heavy businesses

Build a rolling 13-week cash-flow forecast using your own numbers.
Understand working capital, payment terms and how to avoid crunch points.
Scenario planning for downside risk and expansion opportunities.

See cash flow stories Talk to an advisor

Growth & Strategy Track

Expansion

Ideal for teams planning to scale into new locations, products or markets. You will learn how to link strategic choices with financial outcomes.

Duration: 6 weeks
Live sessions: 2 per week · 60 minutes
Best for: tech start-ups, multi-site operators, agencies gearing up for rapid growth

Model growth scenarios and understand how they affect profit and cash.
Analyse unit economics, contribution margins and payback periods.
Build a strategy dashboard that highlights the few numbers that really matter.

Explore investment Check common questions

Leadership Finance Intensive

Advanced

A focused program for executives who regularly present numbers to boards, investors or leadership teams and need absolute clarity in their narrative.

Duration: 3 intensive weeks
Live sessions: 2–3 per week · 75 minutes
Best for: CEOs, CFOs, general managers and portfolio leaders

Craft financial stories that connect strategy, risk and performance.
Refine board packs and leadership updates with clear, visual insights.
One-to-one feedback on your own presentations and reporting style.

Enquire about the intensive View leadership stories

Which path is right for me?

Use these quick profiles as a guide. If you feel you sit between two paths, start with the gentler option – you can always move up once your confidence grows.

Visit the detailed FAQ

“I avoid looking at reports.”

You rely heavily on your accountant or bookkeeper and feel unsure about financial terms. You want to stop guessing and know what the numbers are saying.

Start with: Foundations Track

“Cash is tight and unpredictable.”

Sales are strong but bank balance swings keep you awake. You want to see cash issues months in advance, not days before payroll.

Start with: Cash Flow & Liquidity Track

“We are planning a big move.”

You are considering new locations, hiring rounds or investment. You need a structured way to translate strategy into numbers and risk scenarios.

Start with: Growth & Strategy Track

Still unsure? Let us recommend a path.

A short conversation often makes the decision easy. We will ask about your business, your current numbers and where you want to be in the next 12–18 months, then suggest a starting point.

If none of the paths are a good fit, we will say so openly and point you to other resources that might help.

Book a no-obligation 15-minute call:

+61 2 9019 6693

Kudaatooggell@gmail.com

Go to Contact page

What every path includes

Regardless of the path you choose, you receive the same core support and structure. The goal is to make it easy to stay engaged while running a busy organisation.

Live, interactive sessions

Small-group workshops with finance coaches who encourage questions and use real examples from participants’ businesses.

Toolkits & templates

Downloadable worksheets, dashboards and checklists ready to plug into your existing systems like Xero or MYOB.

Ongoing support

Access to a private Q&A channel for follow-up questions between sessions, plus curated resources in our Resources library.