Financial Analysis Fundamentals Programme
We built this programme after working with dozens of businesses that struggled to make sense of their numbers. Not because they lacked intelligence—they just never had someone show them the practical side of financial analysis that actually matters in day-to-day decisions.
How This Programme Came Together
Started as informal sessions for clients who kept asking the same questions about their financial reports. That was back in 2019. We've refined it significantly since then.
The Beginning
Noticed a pattern during client consultations—business owners often had the data but couldn't translate it into decisions. Started hosting monthly sessions at our office covering cash flow basics and ratio analysis. Eight people showed up to the first one.
Structured Curriculum
Feedback told us people wanted something more comprehensive. Developed a proper 12-week structure with homework (yes, actual homework). Participants started bringing their own business scenarios, which made sessions far more relevant than our generic examples ever were.
Regional Expansion
Added the online component after requests from folks outside Townsville. This meant recording modules and setting up a platform—took longer than expected. But now participants can review content at their own pace, which suits people juggling businesses and families.
Real-World Focus
Completely redesigned modules around case studies from actual Queensland businesses (anonymized, obviously). Brought in guest speakers from banking and investment sectors. Extended programme to 14 weeks because we kept running out of time for discussions.
Next Chapter
This year we're introducing advanced modules for graduates who want to go deeper into forecasting and scenario planning. Also working on industry-specific tracks—hospitality numbers look different from retail, and construction is its own beast entirely.
What You'll Actually Learn
Forget memorizing formulas. You'll work through real scenarios with guidance from instructors who've spent years interpreting financial data for businesses across Queensland.
We cover the fundamentals—balance sheets, income statements, cash flow analysis—but always in context. Week three, for example, focuses entirely on seasonal businesses because their patterns confuse standard ratio analysis.
Practical Tools
Leave with spreadsheet templates you can use immediately. We also teach you which software options suit different business sizes, based on what we've seen work (and fail) with clients.
Interpretation Skills
Numbers tell stories, but you need to know what questions to ask. We spend considerable time on what healthy benchmarks look like for different industries and business stages.
Decision Framework
Financial analysis only matters if it influences decisions. Each module includes exercises where you'll recommend actions based on data—then we discuss why certain approaches might work better than others.
Where Participants End Up
We stay in touch with programme graduates. Here's what two of them have been doing since completing their studies—their journeys show how these skills play out over time.
Tobias Fjellström
Operations Manager, Regional Logistics
"Joined the programme in 2022 when our logistics company was expanding. Honestly just needed to understand what our accountant was telling us during monthly reviews."
Callum Baxter
Co-owner, Hospitality Group
"We run three venues across North Queensland. Before the programme, I could tell you whether we made money last month, but not much beyond that."