Study Materials That Actually Work
We've spent years building resources that help Australian businesses understand their numbers. No jargon-filled textbooks here—just practical guides written by people who've worked with real companies facing real challenges. You'll find case studies from Canberra firms, worksheets based on actual client scenarios, and frameworks we've developed through trial and plenty of error.
Cash Flow Workbooks
Step-by-step templates that walk you through forecasting your next quarter. We built these after watching too many capable business owners guess at their numbers. Includes real examples from retail and service businesses.
Updated Feb 2026Ratio Analysis Guides
What do those financial ratios actually mean for your business? We break down quick ratio, debt-to-equity, and operating margin with examples from local companies. Less theory, more "here's what this tells you."
Monthly ExamplesBudget Planning Kits
Everything you need to build next year's budget without hiring a consultant. Includes scenario planning tools and variance analysis templates we use with our own clients. Works for teams of five or fifty.
Annual UpdateIndustry Benchmarks
How does your performance stack up against similar businesses? We compile data from various Australian sectors and update it quarterly. Good for reality checks and spotting opportunities.
Q1 2026 DataDecision Frameworks
Should you expand? Hire? Invest in equipment? These frameworks help you think through major decisions using your actual financial data. Based on methods we've refined over hundreds of client conversations.
Practical ToolsReport Templates
Clean, professional templates for presenting financial information to boards, partners, or investors. Designed by someone who's sat through way too many confusing presentations and wanted better.
Multiple Formats
Meet Your Guide
Callum Iversby — Senior Business AnalystI've been creating these materials since 2019, mostly because I got tired of sending the same explanations to clients over email. Started with a single cash flow template and just kept building from there.
My background's in forensic accounting, which taught me to spot patterns in messy data. These days I spend half my time working with businesses and the other half turning what I learn into resources that might help someone else avoid common mistakes.
The materials here reflect actual questions I've answered and problems I've helped solve. Nothing theoretical—just approaches that have proven useful when making decisions with incomplete information and tight deadlines.
Upcoming Learning Sessions
Financial Statement Deep Dive
June 2026 • CanberraThree-hour intensive on reading balance sheets and income statements like an analyst. We'll work through real anonymized statements and discuss what different patterns indicate about business health.
Cash Management Workshop
August 2026 • OnlineLearn to build rolling cash forecasts and identify warning signs before they become problems. Particularly helpful if you're dealing with seasonal revenue or long payment cycles.
Pricing Strategy Seminar
October 2026 • CanberraHow to price services and products based on actual costs plus strategic positioning. We'll calculate contribution margins and break-even points using your own business data.
Growth Analysis Session
December 2026 • OnlineWhen does growth make financial sense? We'll look at capital requirements, return periods, and risk assessment for expansion decisions. Bring your questions.
How We Build These Resources
Every guide starts with a real client situation. Someone asks a question we can't answer with existing materials, so we create something new. Then we test it with other businesses facing similar challenges.
We update everything at least annually, but many resources get refreshed quarterly based on feedback and changing business conditions. The benchmark data gets updated as soon as we have enough new information to make it meaningful.
- All examples drawn from actual Australian businesses
- Templates tested with companies across multiple sectors
- Regular updates based on economic conditions and tax changes
- Plain language explanations without unnecessary complexity
- Frameworks designed for busy people making quick decisions