Frequently Asked Questions

We work with growth-focused business owners across Australia and beyond—ranging from solo founders and small teams to scaling service-based and trade businesses generating up to $5M+ in annual revenue. Our clients come from more than 40 industries, but they all share one thing: they’re ready to stop flying blind and start leading with their numbers. Whether you're just starting to scale or already running a multi-million dollar operation, we help you take control of your profit and cashflow.

We coach business owners to master their numbers using our Profit & Cashflow Mastery™ system. This includes hands-on tools, one-on-one support, education through short modules and weekly coaching—all focused on helping you build clarity, confidence, and profitability through your numbers. We’re not a bookkeeping service or an accounting firm. We don’t just help you understand your numbers—we show you how to use them to lead and grow your business.

The Profit & Cashflow Mastery™ Program is delivered online and combines:

●      Personalised onboarding and tool setup

●      Weekly group coaching calls

●      1:1 strategy sessions

●      Customised financial dashboards

●      Ongoing support from our experienced accounting team and finance coaches

Everything is designed to be simple, practical, and immediately usable—no confusing financial statements, no fluff, no jargon.

Not at all. In fact, many of our most successful clients started off saying, “I’m just not a numbers person.” Our program is designed to help you get clear, fast—using visual, easy-to-use tools and real-world business strategy, not accounting theory.

We typically work with generating between $500K and $5M in annual revenue, but our system works for people at any stage of business – we have people making everywhere from $100K to $30M in the program at the moment.

It’s so much more than that.

We don’t just help you understand your numbers—we give you the education, tools, and coaching to use them as a strategic advantage in your business. This is about financial leadership—equipping you to make smarter decisions, grow your profit, and lead with confidence.

Here’s what’s included:

🔍 1. Education  We break complex financial concepts down into simple, easy-to-understand lessons—focused on the numbers that actually matter. You’ll learn how to read your financial reports, forecast with clarity, and spot the key drivers of profit and cashflow in your business.

🛠️ 2. Tools  No confusing financial statements or guesswork—just plug-and-play systems designed for busy business owners. From the Cash Flow Forecaster™ to the Profit Calculator™ and Visual Insights Dashboard™, you’ll get instant visibility into your numbers and a clear roadmap to guide your decisions.

🎯 3. Coaching  You’re not doing this alone. With weekly group coaching, one-on-one strategy sessions, and ongoing support, we work alongside you to apply what you’ve learned, customise the tools, and build confidence in your decision-making.

This isn’t theory—it’s a complete system to shift you from reactive to proactive.  

From confusion to clarity.  

From working harder… to scaling smarter.

That’s exactly why we offer our Cash Flow Assurance Guarantee.  

In your first 7 days, we’ll build a customised 12-month cash flow forecast for your business. You’ll get a 1:1 review with us to walk through it—and if we both agree the program isn’t the right fit, we’ll refund you. No pressure. No risk.

We want you to start from a place of clarity—and confidence.

Even a 1% improvement in profitability on a $1M business is worth $10,000 a year. A 10% improvement? That’s $100,000. Over time, this adds up to serious gains.

We give you the tools, insights, and support to achieve those results—and sustain them long-term.

The first step is to Book into a Clarity Call.  It’s a free 15-minute conversation where we’ll review your financial setup, identify your #1 profit or cashflow blocker, and map out what’s possible in the next 90 days. If it’s a fit, we’ll guide you through your next steps. If not, we’ll still send you away with insights you can use immediately.

Absolutely. We’re proud of the real results our clients have achieved.  

You can check out their stories throughout our site—or hear directly from them on the Profit & Cashflow Mastery Podcast.

Here’s what some have said:

"Now I know exactly what’s coming and when. No more surprises, better sleep, and total clarity."  — Grant Lewers, MKTNG Creative Agency

"It’s completely changed the way I run my business."  — Ashleigh Moreland, Re-MIND Institute

"Now I have clarity and confidence in my numbers—and I can forecast accurately. Game changer."  — James Coulsen, Embark Agency