Build Financial Capability That Actually Works
Most business owners learn finance through trial and error. We think there's a better path. Our programs help you understand money management through practical work and real scenarios, not theory.
Talk About Your SituationLearning Through Doing, Not Just Reading
Here's what we've noticed after working with hundreds of business owners: reading about cash flow and actually managing it are completely different things. So we built our programs around hands-on work.
You'll work with your own business numbers, tackle real scenarios from our client files, and build tools you can actually use next week. Most participants tell us the practical exercises were worth more than months of reading finance blogs.
What You'll Actually Work Through
We've structured this around the questions business owners ask us most often. Each module tackles something you probably deal with weekly.
Understanding Where Your Money Goes
Start with cash flow tracking that makes sense. Build a system that shows you what's happening without drowning in spreadsheets. We'll set up forecasting tools you can maintain yourself.
Making Numbers Tell a Story
Your P&L statement contains useful information once you know where to look. Learn what ratios matter for your type of business and spot problems before they become crises.
Planning That Works in Real Life
Build budgets flexible enough to survive contact with reality. Work through scenario planning for expansion, downturn, or unexpected costs. Practice making decisions with incomplete information.
Tools for the Next Year
Put together a financial dashboard tailored to your business. Set up review rhythms that catch issues early. Build confidence in discussing numbers with lenders, investors, or partners.
What Changes After This Program
Clearer Picture of Business Health
Stop wondering if things are okay. You'll have systems that show you what's working and what needs attention.
Faster Decision Making
When you understand your numbers, choices become clearer. Most participants say they waste less time second-guessing themselves.
Better Conversations With Advisors
Talk to accountants, banks, and investors with confidence. Ask smarter questions and understand their answers.
Tools You'll Keep Using
Walk away with spreadsheets, templates, and processes built specifically for your business situation.
Who Runs These Sessions
Our facilitators work with businesses daily. They know what questions you'll have because they hear them all the time in client meetings.
Callum Threlfall
Spent 15 years helping mid-sized businesses sort out their finances. Prefers straight talk over jargon. Runs the cash flow and forecasting modules based on what he sees working with clients.
Ingrid Ljungqvist
Focuses on making financial statements actually useful. Teaches the ratio analysis and planning modules. Known for examples drawn from real business situations rather than textbook cases.
Declan Okeefe
Background in both startups and established companies gives him perspective on finance at different business stages. Handles the strategic planning section with emphasis on practical application.
Our next cohort starts in July 2026. Spots typically fill up two months ahead, so if this sounds useful, let's have a conversation about whether it fits your situation.
Discuss Program Details