Resources That Actually Help Your Business
We've spent years working with Australian businesses—watching what works and what doesn't. These materials come from that experience, designed to give you practical tools you can use right away.
Built From Real Scenarios
Every guide and template here started with a real business challenge. A manufacturing company in Bathurst needed better cash flow tracking. A retail shop wanted simpler budgeting tools. We took those problems and built resources that solve them.
You won't find generic advice here. These materials reflect what we've learned from working with businesses across NSW—from small operations to mid-sized companies trying to scale without losing control of their finances.
Most of what's available focuses on theory. We prefer showing you how it works in practice, with examples from businesses similar to yours.
What You'll Find Here
Planning Templates
Spreadsheets and frameworks we use with clients. They're straightforward—no complicated formulas or business jargon. Just clear structures for budgets, forecasts, and scenario planning.
Case Breakdowns
Real situations (details changed for privacy) where businesses faced specific financial decisions. We walk through the thought process, options considered, and what happened next.
Industry Guides
Sector-specific advice based on patterns we've noticed. Retail has different needs than hospitality. Manufacturing faces unique challenges. These guides address those differences.
Quarterly Updates
Australian tax and regulatory changes that might affect your planning. We explain what's changing and what you should consider. No dense legal language—just the parts that matter.
Tool Comparisons
Honest reviews of financial software and platforms. We've tested them with actual business operations. Some are brilliant for certain situations, terrible for others. We'll tell you which is which.
Workshop Materials
Content from our sessions, available for review. If you missed a workshop or want to revisit concepts, these materials let you work through topics at your own pace.
Who Creates These Resources
Our team has collectively worked with over 200 Australian businesses. These materials reflect their combined experience—practical knowledge gained from years of helping companies manage their finances better.
Finnegan Ashworth
Senior Financial Strategist
Spent twelve years working with mid-sized manufacturers and wholesalers. Finnegan focuses on cash flow management and growth planning for businesses dealing with inventory challenges.
Tamsin Beaumont
Business Planning Specialist
Works primarily with retail and hospitality businesses. Tamsin develops budgeting systems and forecasting tools that make sense for seasonal operations and variable revenue patterns.
Rhiannon Gallagher
Financial Systems Advisor
Helps businesses transition to better financial processes. Rhiannon specializes in improving reporting systems and creating dashboards that give you clear visibility into your numbers.
Start Using These Resources
All materials are available through our learning program, starting September 2025. You'll get access to updated content as we develop new tools and refine existing ones based on feedback from participants.