
Financial Basics for Small Business Owners
Learn the financial basics for small business, one-on-one, at your own pace —
no jargon, no assumptions,
no judgement for what you don't already know.
Across 90 days, we work through your finances together — what your numbers actually mean, how to read your reports, what to track and why, and how to feel confident making decisions instead of guessing. Each session builds on the last, backed by a workbook so nothing gets lost once the call ends.
Eight 1:1 Sessions With Barb
Dedicated, one-on-one time to work through your numbers at your own pace — not a generic course you watch alone.
A Workbook You'll Actually Use
Practical resources and reference material to keep, so you're not starting from scratch every time a question comes up.
Plain-English Explanations
Every term, every report, every number — explained clearly, without assuming what you already know.
Built for Wherever You're Starting From
Whether you're new to business or you've just never had this explained properly, Foundations meets you where you are.
Real Confidence With Your Numbers
Not just knowledge — the ability to look at your own financials and understand what you're looking at.
Virtual CFO Services — strategic finance partner, $1m+ businesses
Money Confident CEO Intensive — business coaching
Breathing Room Bookkeeping — weekly DIY bookkeeping help
Nobody taught you this part.
This is the groundwork most businesses skip and later regret.
A chart of accounts that reflects how your business actually works
Separating business and personal properly - accounts, cards and drawings
The three reports that matter - P&L, balance sheet, cash flow, in plain English
And just as importantly:
A tax and BAS rhythm - what to set aside, where to put it, and when
Knowing your true costs - what an hour of your work really costs to deliver
A simple weekly and monthly routine you can actually maintain
We don’t just explain numbers.
We change how you lead your business from them.
We bring clarity to what your numbers are actually saying
We give you simple tools to understand them
We teach you how to use them with confidence
And just as importantly:
We know what it’s like to lead a business
We meet you where you are - without judgement
We help you step into the leader you already have the capacity to be.

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