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 Step into your finance role with confidence 

A practical course for finance professionals stepping into fast paced business.

Some of our happy customers

You've just been handed the finance role...now what?

You’ve studied hard, maybe even passed CPA or ACCA —you’re smart, driven, and ready to step up—but starting in a small business finance role feels like being thrown into the deep end. You've got the qualifications. Now let's make you indispensable.

Why you're struggling isn't your fault.

Working in a small business is very exciting. The owners are passionate about their products and services. The team is full of inspiring, risk-taking entrepreneurs determined to succeed BUT they tend to find the finance side of the business a headache! There is usually no structure and no systems when you first join a small business. That’s not your fault. But it does make things harder than they need to be. This course gives you the structure and tools to lead with clarity from day one.

The Challenge

You walked into the job expecting some kind of system. Instead, you got blank spreadsheets, scattered emails, and silence. There’s no handover, no onboarding, and no guidance. Just “own it” and get on with it.

The Struggle

You're second guessing yourself. You're smart and you have the technical skills - but you don't feel in control. And you're quietly wondering "Am I doing this right?"

The Path Forward

You didn’t train this hard just to feel lost. You want to make a real impact—and you should have the tools and roadmap to do that confidently. This course gives you that structure, so you can lead with clarity, not guesswork.

You don’t need another theory heavy course. You need real world support.

I’ve been the new hire with no handover. I’ve felt the pressure to “just figure it out.” This course distills over 20 years of real-world finance operations experience during which time I've worked with lots of small businesses. I've distilled my experiences into proven templates, tools, and mindset shifts that you can apply from day one.

A practical course for finance professionals stepping into a fast paced business.

Its often not the technical aspects of the job that trip us up - its how to run the daily operations that does. Follow a structured 10 module curriculum made for practical finance and filled with templates, checklists and scripts from day one to build confidence.

1. Stabilise

The initial modules focus on setting yourself up with personal systems and early wins.

2. Systemise

Then the focus shifts to bringing structure to the business by managing recurring work, improving key processes, and telling the story behind the numbers.

3. Lead with Confidence

In the final sections you learn to build trust, delegate well, deliver business projects, and become the go-to finance partner.

Without a plan, you risk staying stuck

Even with the best qualifications, most early finance professionals hit the same wall when they move into a small, fast-moving business.
Here’s what happens when you’re expected to lead—but you’re left to figure it out alone:
  • You spend your time reacting instead of leading
  • You second-guess your decisions because there’s no benchmark and no mentor to validate your direction
  • You drown in recurring tasks with no time to show your real value
  • You miss your window to make an impact in those critical first 90–180 days

This course exists to make sure that doesn’t happen.

What success looks like.

Become the trusted go-to finance partner—not just “the person doing the books”. This isn’t about becoming a technical expert—you already are. By the end of this course, you’ll have the clarity, confidence, and tools to::
  • Have confidence, structure, and real momentum in your career
  • Understand principles and apply methodologies to managing daily operations
  • Lead meetings, build reports, and improve processes
  • Be seen as a trusted business partner—not just “the numbers person”

It’s about becoming the strategic partner your business really wanted.

See things in action

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The Step-by-Step

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Shaun Benson, Marketing Manager, Agriflora Inc.
Shaun Benson, Marketing Manager, Agriflora Inc.

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Who is this for?

Just started or in a new finance or hybrid finance role.

Early to mid-career finance professionals (0-5 years experience)

Newly qualified and ready to apply your knowledge in a real-world context

Previously worked in big finance teams or audit roles looking to pivot into a small business. 

Choose your plan

Choose from one of the options

Book &

Templates

$49

Templates and road map at a great price
  • Condensed version of the course
  • Templates, checklists, systems
  • 90 day framework
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Self-paced Online Course

$199

Full access to learn anytime
  • Full curriculum videos (10 modules)
  • PDF playbook & templates
  • 14 day money back guarentee
Buy now

Live Online Cohort via Zoom

$999

Expert feedback and live discussion
  • Live sessions via Zoom (4-6 weeks)
  • Live discussion and feedback
  • Limited spots available
Buy now

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