Business Finance Essentials

A practical approach to up-level your money systems

20 May - 24 June 2025

 $299+GST 

When it comes to scaling your business, understanding your financials to make intelligent, informed decisions is a critical skill. If you’re ready for better money systems in your business and life, I am ready to guide you through it.

Simple

No jargon, no complex money systems, no stress

Personalised

Learn your way and get your unique questions answered

Thorough

You will have all the essentials you need to own your money

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Who is this for?

Whether you’ve been in business for a long time or you’re just starting out, getting your business financials (and, as a knock-on, your personal finances) SORTED is more than just smart… in a lot of ways, it’s also a legal requirement.

** Please note: This is a No Shame Zone… you are not the only person who doesn’t have their financial ducks in a row. You are not the only person to have been in business a while, beating yourself up because you ‘should know better’. And you are definitely not the only person without a clue where to get started.

That’s why this program exists. I want to guide you through how to make it easy for yourself to set up some basic systems that work with and for you.

💎You’ve been in business for a while but that hasn’t stopped you firmly sticking your head in the sand when it comes to all the money things.

💎You’ve heard terms like ‘cashflow’, ‘P&L’, ‘GST’ and a million other financey things but rather than learn about them and implement things in your business, you’ve opted to spend your time doing LITERALLY anything else.

And so you should.

You started this business for a reason - and I’m guessing that wasn’t to spend hour upon dreary hour crunching numbers and learning spreadsheets?

I completely understand. As a finance professional, I’ve worked with hundreds of entrepreneurs, helping them to dig their way out of money yuckness and stuckness.

You’re not quite ready to hand the mess over to a bookkeeper, but you can’t keep ignoring your finances either.

This short course will teach you how to give this part of your business the attention it deserves so that you can:

💎 Have absolute clarity and understanding of how much money is coming in and out of your business

💎 Make clever decisions about your expenses, prices and all things related to the profitability of your business

💎 Get and stay compliant with tax and other financial legalities (we do NOT want you getting in a pickle with that!)

💎 Implement some simple systems that are aligned to how you work and doesn’t stress you out

💎 Spend more time doing the things you love and less time shuffling useless papers that aren’t moving the dial on your business growth

This program is the best way to learn the finance basics (that even a lot of people who’ve been in business forever don’t know about). You get access to me plus all the resources, templates and cheat sheets you need to make this easy, enjoyable and epically empowered!

What’s Included?

Before we begin:

  • Comprehensive onboarding so you are prepared and ready when we start

  • A couple of basic homework items so you can maximise your learning in the course

  • Access to a private FB group so you can meet your fellow students

During the program:

  • 6 weeks of live delivery (1 x week)

  • Pre-Course onboarding week so you have what you need to get started

  • 4 modules delivered live, including 30 minutes for personalised Q&A

  • Implementation week so you can put everything into place and practice

  • Additional Q&A week to keep you on track!

  • Resources, tools, templates and cheat sheets

Afterwards:

  • 1.5 months access to the FB group

Your Investment

The cost of the  

Business Finance Essentials

is AUD$299 +GST

This price includes:

  • Course pre-work to start off on the right foot

  • 4-weeks of training delivered LIVE & recorded 

  • Private & confidential FB group for personalised support

  • Weekly support emails to keep you on track

The live course element starts on Tuesday 27 May 2025; you will receive your pre-work email on Tuesday 13 May 2025 and the precourse onboarding is on Tuesday 20 May 2025.

Each week we will have a live training session or coworking on the same day and time to help you with planning & committing to the program. If you’re unable to attend a session, the training will be recorded for you to watch when it suits you. Coworking is not included, but you’re sure to find someone else in the group to cowork with at an alternative time. All sessions are held on zoom and recordings will be uploaded to the group. 

How the program is structured

13 May 2025 (Tue): pre-start instructions send via email

20 May 2025: onboarding call.

27 May 2025: Module 1 Live call - Recordkeeping, Chart of Accounts, Receipts

3 June 2025: Module 2 Live call - Tax invoices, Expenses & Tax Deductions, Income Tax

10 June 2025: Module 3 Live call - Reporting and understanding them

17 June 2025: Module 4 Live call - Decision making, Processes and creating habits

24 June 2025: Celebrations and next steps live call

This program is the culmination of years of working with women entrepreneurs who know that sorting out their money is KEY to successful, easy, informed business.

FAQs

  • If you choose to implement online bookkeeping software, most incur a monthly subscription. Apart from that, I will give you all the tools to get your finances sorted.

  • The program includes 1.5-2 hours of training and/or coworking each week. I believe most of the implementation can be done in this time, but if you have a backlog of bookkeeping, you may need to factor in a bit of extra time. I teach you techniques to make things as fast as possible and we’ll also discuss the options for tidying things up if they’re really messy (hint: it doesn’t have to be the hardest, longest thing you’ve ever done, promise!)

  • Most people I work with describe themselves the same way. You’ll be surprised at how much ‘money stuff’ does NOT include money and maths. I’m passionate about making this feel easy (and fun - gasp!) even for those most averse to numbers.

  • The weekly training modules are delivered live, by me, Rachel Forward. These are recorded and will be uploaded with automatically generated captions to the FB group ‘guides’ after the training has finished. All templates are in English only. Q&A is a live-delivered session and you can either ask the questions on the call or submit 24 hours in advance via the FB group and I will answer live.

  • The FB group is there for support, sharing your challenges and helping each other (and I will be engaging in there as well). Additionally, whilst you are in the program (and for 3 months thereafter) you can access my 1-off sessions and packages at 20% discount if you need more help.

  • You will have access to the course for 3 months via the Facebook page.

  • In my experience, the more informed, empowered and organised you are with your finances in your business, the better the conversations and therefore the outcomes for everyone. Show your person this page - I hope they will also see the value in getting things sorted. 

  • As long as you can dedicate some time to watch the recordings, ask your questions and do the work, you can self-study this program, no problem!