About this course

In this self-paced online course, you will learn how to build a financial strategy for your business that reflects the new economic landscape. Set revenue targets for new or existing products or services to ensure you have enough top line revenue to deliver a bottom line profit. Take a moment to analyse staff capacity, particularly if you were forced to change staffing mix due to COVID-19 and calculate funding required to achieve your business goals for the next 12 months.

Steps in the process

  • 1

    Getting Started

    • Course Introduction

    • Some Quick Questions

    • Financial Roadmap Tool Setup

  • 2

    Financial Statements

    • Profit and Loss: Income

    • Profit and Loss: COGS

    • Profit and Loss: Operating Expenses

    • Balance Sheet

  • 3

    Financial Metrics

    • Key Financial Metrics

    • Calculate your Financial Metrics

  • 4

    Bottom Up Budget

    • The Power of One

    • The Bottom Up Concept

    • Build a Bottom Up Budget

    • Projecting Expenses

  • 5

    Capacity Planning

    • Wages and Salaries

    • Calculating Revenue Capacity

  • 6

    Financial Strategy

    • Build a Revenue Model

    • Your Financial Roadmap

    • Embed the Process

    • Course Evaluation

How this financial tool can help your business

  • Build a 52 week Financial Roadmap

    Gain access to our specialised online Financial Analysis tool to complete your Financial Roadmap as far as a full year in advance

  • Financial Statements

    Learn the importance of your business's key financial statements - Profit and Loss Statements and Balance Sheets

  • Financial Metrics

    Use your Financial Analysis tool to calculate key financial metrics and compare to industry standards

  • Budgeting

    Complete a budget from the bottom up, adopt the Power of One approach to your business and learn to project expenses

  • Wages, Salaries and Capacity Planning

    Analyse wages and salaries and calculate the revenue capacity of your team

  • Build a Revenue Model

    Build a Revenue Model for your business and embed financial review processes into your management routines.

Meet your course instructor

Financial Educator

Tanya Titman

Tanya is an award-winning accountant with over 20 years of real-world experience. She runs multiple businesses with over 25 staff. Innovation has been the cornerstone of her success. By sharing insights from her business experience, Tanya helps business leaders create and grow their own. She has a unique ability to inspire and ensure accountability in order to challenge business leaders to achieve business and personal success.