Financial Foundations

In six weeks, go from avoiding your numbers to using them to run a more profitable business. You'll learn to read a P&L, back-cost your jobs, find your most profitable work, and make a confident go or no-go call on every enquiry. No finance background needed. Start where you are.

About Financial Foundations

Most trade business owners are brilliant at the work and flying blind on the finances. You might be quoting $15,000 on a job that actually costs you $14,500 to deliver, and never know it. Financial Foundations fixes that. Over six weeks we start at the absolute basics and build one skill at a time: reading your Profit and Loss, understanding what you keep from every $100, back-costing real jobs, finding your best work by gross profit per hour, protecting your cash flow, and processing an enquiry from qualify to decision. Each week is a few short videos, a quick check that you've got it, and a practical mission you apply straight to your own business. No grades, no judgment, just you building the skills at your own pace with your coach alongside you. By the end, you'll understand your financials well enough to make genuinely profitable decisions. Ready to stop guessing and start knowing your numbers? Start with Week 1 today.

Curriculum

7 Chapters · 65 Lessons

1
1. (Included in full purchase)
  Welcome to Financial Foundations
2
1. (Included in full purchase)
  Protect Your Four Hours
2. (Included in full purchase)
  Integrity Check
3. (Included in full purchase)
  Financial Skills Are Learnable
4. (Included in full purchase)
  The Five Lines on a P&L
5. (Included in full purchase)
  The Five Lines
6. (Included in full purchase)
  COGS vs Operating Expenses
7. (Included in full purchase)
  Using our Walk Through Guides
8. (Included in full purchase)
  Walking through the P&L
9. (Included in full purchase)
  Mission: Your Own P&L
10. (Included in full purchase)
  P&L Health Check Questionnaire
11. (Included in full purchase)
  Reflecting on Week 1
3
1. (Included in full purchase)
  How Much are you Making from the Work?
2. (Included in full purchase)
  Check Your Numbers
3. (Included in full purchase)
  Margin is Not Markup
4. (Included in full purchase)
  Margin or Markup?
5. (Included in full purchase)
  What Your Numbers are Telling You
6. (Included in full purchase)
  Reading the Numbers
7. (Included in full purchase)
  Intro: Interactive GP and Margin Guide
8. (Included in full purchase)
  Interactive GP and Margin Guide
9. (Included in full purchase)
  Mission: Understand Your Profitability
10. (Included in full purchase)
  Reflecting on Week 2
4
1. (Included in full purchase)
  Are You Ready for Back Costing?
2. (Included in full purchase)
  What Is Back Costing and Why Does It Matter?
3. (Included in full purchase)
  Check Your Understanding
4. (Included in full purchase)
  Worked Example: Three Jobs, Three Stories
5. (Included in full purchase)
  Can You Back-Cost a Job?
6. (Included in full purchase)
  Using the Back Costing Tools
7. (Included in full purchase)
  Interactive Back Costing Guide
8. (Included in full purchase)
  Download: Back Costing Calculator
9. (Included in full purchase)
  Mission: Back-Cost Your Jobs
10. (Included in full purchase)
  Reflecting on Week 3
5
1. (Included in full purchase)
  Are You Ready?
2. (Included in full purchase)
  Which Job Was Best?
3. (Included in full purchase)
  What's the "Correct" Gross Profit Margin?
4. (Included in full purchase)
  Check: GP Per Hour
5. (Included in full purchase)
  Spot Your Patterns
6. (Included in full purchase)
  Set Your Target and Floor
7. (Included in full purchase)
  Check: Patterns and Decisions
8. (Included in full purchase)
  Spotting Trends Walkthrough
9. (Included in full purchase)
  Spotting Trends Spreadsheet
10. (Included in full purchase)
  Mission: Find Your Best Work
11. (Included in full purchase)
  Reflecting on Week 4
6
1. (Included in full purchase)
  Where You Stand
2. (Included in full purchase)
  Who Owes You Money?
3. (Included in full purchase)
  AR Recovery
4. (Included in full purchase)
  Build the Barrier
5. (Included in full purchase)
  Write Your Payment Terms
6. (Included in full purchase)
  Payment Terms Builder
7. (Included in full purchase)
  Is This Job Worth Your Time?
8. (Included in full purchase)
  Inquiry Qualification
9. (Included in full purchase)
  Mission: Protect Your Profits
10. (Included in full purchase)
  Reflecting on Week 5
7
1. (Included in full purchase)
  Are You Ready?
2. (Included in full purchase)
  Inquiry Script Template
3. (Included in full purchase)
  The Decision Framework
4. (Included in full purchase)
  The Framework Sequence
5. (Included in full purchase)
  Interactive Decision Framework Walkthrough
6. (Included in full purchase)
  What Walk Away Actually Looks Like
7. (Included in full purchase)
  What Negotiate Looks Like
8. (Included in full purchase)
  Walk, Negotiate, or Take?
9. (Included in full purchase)
  Mission: Your First Three Decisions
10. (Included in full purchase)
  Inquiry Decision Documentation Template
11. (Included in full purchase)
  Comprehensive Exit Assessment
12. (Included in full purchase)
  Mission Accomplished. What's Next?