Reading your first set of reports
A step-by-step checklist for the first time you sit down with a profit & loss, balance sheet and cash flow statement.
- ✓ What to scan first
- ✓ Questions to ask your accountant
- ✓ Common red flags
Resource library for finance-savvy leaders
Here you'll find practical articles, short guides and tools that make financial analysis feel less like homework and more like a useful leadership skill.
Everything is written for Australian entrepreneurs and managers who want clarity without jargon, formulas or textbook overload.
What you'll find here
- Short explainers that break down key financial concepts in plain English.
- Step-by-step checklists you can use before big decisions or board meetings.
- Downloadable templates to help you track cash flow, margins and growth plans.
Ready for a deeper dive? Explore the full program on our Learning Paths page.
Guides & playbooks
Use these guides when you have a specific question or decision in front of you – for example a price increase, a hiring plan or a cash squeeze.
Cash flow crisis playbook
A practical plan for what to do when cash feels tight – before you reach a critical point.
- ✓ Five levers you can pull this month
- ✓ Talking to suppliers and lenders
- ✓ How to avoid the same crunch next year
Pricing & margin review toolkit
A structured way to test whether your current pricing still makes sense as costs, demand and competition change.
- ✓ Simple margin calculator
- ✓ Questions to ask sales and operations
- ✓ When to raise prices – and when not to
Tools & templates
These templates are designed to be light-weight and easy to adapt. Use them as a starting point and refine them with your bookkeeper or accountant.
13-week cash forecast sheet
Map your expected inflows and outflows across the next quarter. Quickly see where dips may appear and which levers will help.
Download templateMargin & pricing model
Capture costs, prices and volumes for your key products or services, then experiment with changes to see how profit responds.
Download templateBoard-ready summary pack
A simple slide structure and checklist for preparing updates to boards, investors or leadership teams without drowning them in detail.
Download slidesShort reads for busy leaders
These quick articles are designed to be read on a commute or between meetings. Each one ends with 2–3 questions you can discuss with your team.
Article · 7 min read
Why profit does not always mean cash
Explore three common situations where a healthy profit line hides an upcoming cash squeeze, and what you can do to prepare.
Read articleArticle · 6 min read
Three numbers every founder should track weekly
You do not need a dashboard of fifty metrics. Start with three simple numbers that show whether momentum is building or slowing.
Read articleArticle · 8 min read
Using scenarios to sleep better at night
Learn how to build a simple “base, stretch and downside” view of your business so you can talk about risk without fear.
Read articleStay updated with new resources
A short email every few weeks with new articles, tools and case studies. No spam, just practical ideas you can share with your team.