Resources Built for Real Financial Planning
We've spent years developing materials that actually make sense. Not the textbook stuff that feels disconnected from reality—but frameworks and tools grounded in what Australian businesses deal with every day.
Cash flow fluctuations. Seasonal demand shifts. GST planning that doesn't make your head spin. Our study materials started as internal documentation for our own consulting work back in 2018, and they've grown into something genuinely useful for forecasting practitioners.
Each resource connects to real scenarios—pulled from retail, hospitality, construction, and professional services across Queensland and beyond.
How We Organize Learning Paths
We don't believe in throwing everything at you at once. Our approach follows how forecasting skills actually develop—starting with foundations, then building complexity as patterns become clearer.
Foundation Documents
These cover the mechanics—understanding financial statements beyond basic definitions. What different line items actually reveal about business health. How to spot patterns in historical data that matter for projections.
Most people skip this stuff, which is why their forecasts end up wildly optimistic. We spent three months in early 2024 rewriting these guides to focus on Australian reporting standards and common SME structures.
Scenario Analysis Frameworks
This is where it gets interesting. Building multiple versions of the future based on different assumptions. What happens if your major client reduces orders by 30%? If supplier costs jump? If that new location takes twice as long to break even?
We include actual case studies here—anonymized but completely real situations from businesses we've worked with. One retail client used these frameworks to navigate a major supplier bankruptcy in March 2025 without missing payroll.
Advanced Modeling Techniques
Getting into driver-based forecasting. Moving beyond "we'll grow 15% because that sounds reasonable" to understanding what actually drives revenue in specific business models.
For construction businesses, it's about project pipelines and completion stages. For subscription services, it's churn rates and customer acquisition costs. These materials break down industry-specific modeling approaches that hold up under scrutiny.
Practical Implementation Guides
Building forecasts is one thing. Getting teams to actually use them is another. These resources address the human side—communicating uncertainty, updating models as reality unfolds, building confidence in projections without false precision.
Includes templates for board reporting, variance explanations, and those awkward conversations when the forecast was completely wrong (it happens, and knowing how to handle it matters).
What's Actually Inside
Our materials span different formats because people learn differently. Some need detailed written explanations. Others want spreadsheet templates they can dissect. All of it focuses on application over theory.
Interactive Spreadsheet Models
Not locked-down templates where you just fill in numbers. These are working models with transparent formulas, clear documentation, and flexibility to adapt to different business structures.
We include both simple single-sheet forecasts (perfect for startups or straightforward businesses) and complex multi-entity consolidations that handle intercompany transactions and currency conversions.
Updated quarterly to reflect changes in Australian tax regulations and reporting requirements
Video Walkthroughs
Screen recordings that show the actual process. Not polished corporate videos—more like looking over someone's shoulder as they work through a forecast from scratch.
The most popular one covers building a 13-week cash flow forecast for a seasonal business. Running time is about 47 minutes, and it includes all the messy parts where assumptions get questioned and revised.
New content added based on questions from the community—not a fixed curriculum
Written Case Studies
Detailed breakdowns of actual forecasting projects. What worked, what didn't, what we'd do differently next time.
One study follows a Gold Coast cafe through their expansion forecast—including the part where initial projections proved too aggressive and they had to pivot strategy mid-year. Learning from near-misses teaches more than perfect successes.
Real numbers included where clients have approved sharing anonymized financial data
Reference Guides
Quick-access documentation for when you need to check something specific. Ratio definitions. Benchmark ranges for different industries. Common formula errors and how to spot them.
Think of these as the materials you bookmark and return to regularly rather than reading cover-to-cover. They've saved us countless hours over the years, especially the section on fixing circular references in debt schedules.
Searchable format so you can find specific topics without scrolling through everything
Using Materials in Real Work
The goal isn't just understanding concepts—it's building forecasts that inform actual business decisions. Our materials emphasize application because that's where everything either works or falls apart.
- Start with your own business data, even if incomplete—the exercises are designed around realistic information gaps
- Work through industry-specific examples that match your sector (we cover about fifteen different business types in depth)
- Test assumptions against historical results to calibrate your thinking about future projections
- Build sensitivity analyses that show which variables actually matter versus which just add complexity
- Document your methodology so you can explain forecasts to stakeholders who rightfully question the numbers
We've seen people apply these approaches across wildly different contexts. A Toowoomba manufacturing business used the scenario planning framework to evaluate expansion timing. A Brisbane consultancy adapted the cash flow models for project-based billing cycles.
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