Financial Clarity Through
Process Understanding
Learn to navigate business finances without the jargon. We teach practical approaches that actually make sense in day-to-day operations.
Built for Working Professionals
Our autumn 2026 cohort caters to people already running businesses or managing financial operations. You're not starting from scratch—you're filling gaps that textbooks never covered. Real scenarios, actual accounting software, genuine Australian compliance requirements. Most participants tell us they wish they'd found this three years earlier.
Process Over Theory
There's enough abstract financial education floating around. We focus on the mechanical side—how transactions flow through systems, where bottlenecks appear, why month-end takes forever. Think of it as learning the plumbing behind business finances rather than just reading the meter.
Three Interconnected Pillars
That Actually Work Together
Transaction Lifecycle Understanding
We spend considerable time mapping how a single transaction moves through your business systems. From initial order to final reporting line item, you'll trace the path and spot where things typically go wrong. Last year, one participant discovered their inventory write-offs were being categorised incorrectly for two years—cost them roughly 15,000 in unnecessary tax.
Cross-Department Workflow Design
Finance doesn't exist in isolation. When sales creates an invoice, operations needs to fulfil it, finance needs to record it, and compliance might need to audit it later. We map these workflows with actual software interfaces, not theoretical flowcharts. You'll see where communication breaks down between teams.
Compliance as Process, Not Event
BAS statements and EOFY reporting happen whether you're ready or not. Instead of treating compliance as quarterly panic, we build it into regular processes. Participants learn to structure ongoing activities so that reporting periods become routine checkpoints rather than all-night scrambles.
Eight Months From Foundation to Implementation
Starting September 2026, we'll work through increasingly complex scenarios. Each phase builds on previous knowledge.
Months 1-2: System Architecture
Foundation PhaseYou'll learn how different financial systems connect—or fail to connect. We use actual accounting platforms, not simplified demos. By the end, you'll understand why data sometimes appears in one place but not another, and how to diagnose these gaps quickly.
Months 3-4: Transaction Processing
Core OperationsThis gets into the mechanical work. We process payroll, handle vendor payments, manage customer receipts, and reconcile accounts. Lots of repetition here because that's what builds competence. You'll make mistakes in a safe environment and learn what breaks when procedures aren't followed precisely.
Months 5-6: Reporting and Analysis
Intelligence GatheringNumbers mean nothing without context. We teach you to pull meaningful insights from financial data—not just standard reports, but custom analyses that answer specific business questions. When cash flow looks weird, you'll know which reports to generate and what patterns to look for.
Months 7-8: Integration and Optimisation
Advanced ApplicationsFinal phase focuses on connecting everything. You'll design complete workflows for your specific business situation, identify automation opportunities, and build documentation that others can actually follow. Several past participants used this phase to restructure their entire finance department.
Real Problems We've Addressed
These aren't hypothetical case studies. They're actual situations from participants in our 2024 and early 2025 cohorts.
Multi-Entity Consolidation Chaos
A hospitality group running four separate venues couldn't get consolidated reports without manual spreadsheet work. We spent three weeks mapping their inter-company transactions and built a systematic reconciliation process. Saved them about 20 hours monthly.
Inventory Tracking Disconnect
Retail operation with physical stock counts never matching system records. Turned out their point-of-sale wasn't properly integrated with inventory management. We traced the data flow, found the disconnect, and designed a daily reconciliation routine that caught discrepancies immediately.
Contractor Payment Compliance
Construction company treating subcontractors inconsistently—some as employees, others as vendors, creating tax headaches. We worked through proper classification criteria, restructured their payment processes, and built documentation for future hires. Took pressure off their accountant significantly.
Philippa Bergström Operations Manager
I'd been managing a medium-sized manufacturing operation for six years without really understanding why our accountant kept asking for specific documents at month-end. After going through the transaction lifecycle module, everything clicked. Now I structure our internal processes so the data flows correctly from the start. It's honestly changed how I think about operational decisions—every choice has a financial recording implication.
Philippa joined our March 2025 cohort and restructured her company's procurement workflow based on what she learned in months three and four.