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Beyond The Balance Sheet
CPD Trainings Below
Master the skills that traditional accounting education doesn't teach you.
Your technical expertise got you to where you are today. But becoming a truly exceptional CFO, financial controller, or senior finance professional means mastering the human side of finance.
The strategic thinking, stakeholder management, and business leadership skills that transform finance teams from cost centres into trusted business partners.
This isn't theory from textbooks. It's battle-tested wisdom from the trenches.
Each CPD-accredited training episode tackles the practical scenarios you'll actually face in your career. Navigating your first month as a CFO. Transforming finance team culture. Managing complex stakeholder relationships. Leading strategic business initiatives. You'll learn the frameworks, approaches, and communication strategies that separate adequate finance professionals from exceptional ones.
Whether you're stepping into your first CFO role, looking to elevate your financial controller position, or aiming to become a more strategic business partner, these trainings give you the roadmap.
No fluff, no filler. Just actionable insights you can implement immediately to advance your career and increase your impact.
Your journey from technical expert to strategic leader starts here.
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Reporting & Metrics - Develop a functional reporting framework for data-driven business decisions
Finance and Technology - Streamline the functions you lead to maximize team efficiency and output
Bottlenecks & Business Change - Lead non-finance projects and identify quick wins
Strategic Alliances - Enable your finance team to become a trusted strategic partner across the business
Cash Management - Master cash flow forecasting and implement systems to optimize liquidity and working capital
Debt Strategy - Understand when and how to utilize debt effectively while managing critical lender relationships
Equity Structures - Navigate ownership structures, share types, and capital raising from private equity to public markets
Financial Planning - Build comprehensive frameworks that balance cash, debt, and equity for sustainable business growth
Pre-Acquisition Due Diligence - Review systems, validate against budgets & assess cash flow integrity
Acquisition Go-Live - Manage transaction accounting, system integration, and establish team access protocols
Post-Acquisition Integration - Transition processes, best practices & establish finance management rhythms
Reporting and Consolidation - Implement unified month-end reporting and consolidation across the combined entity
Finance Team Structure - Design and build a high-performing finance team that creates measurable value across the business
Management Team Collaboration - Establish effective communication, reporting, and accountability with HR, Marketing, Operations, and Sales
Owners, Board & Investors - Manage reporting requirements, risk communications, compliance frameworks, and strategic guidance
Operational Staff & Contractors - Deliver clear metrics, manage expenses efficiently, and build trust as a reliable finance partner
Leadership Expectations - Master time recording, deadline management, and understand the pathway from delivery to sales
Being Great to Work With - Prioritize clear communication, embrace new challenges, and build strong client and internal relationships
Fast Path to Promotion - Demonstrate the key behaviors and skills that leaders value to accelerate your career progression
Pros and Cons of Practice - Weigh variety, training, and network growth against demanding hours, complexity, and office politics
The Why - Maximize your 22 working days per month by freeing time for strategic projects and leading a high-performing team
People Management - Centralize finance team involvement and coordinate seamlessly with external and internal stakeholders
Planning & Scheduling - Establish clear schedules, timetables, handover points, and cut-offs to maintain consistent month-end timing
Tips and Tricks - Leverage technology, integrations, and automations while reviewing critical data daily to accelerate close processes
The People - Identify key team members and build strong connections across finance and leadership
The Numbers - Conduct your first comprehensive review of company finances and critical metrics
Operations & Risk - Understand the key business drivers and risks you need to comprehend early
Change Management - Determine what processes to improve immediately and what to leave alone for now
Strategic Leadership & Long-term Planning - Develop strategic roadmaps and establish robust annual budgeting cycles
System and Process Advancement - Implement scalable systems and processes that grow with your business
Finance Team Culture - Position your finance team as a strategic value-add partner across the organization
External Stakeholder Management & Growth - Support M&A activities and manage critical business expansion initiatives
Sales and Cash Flow - Master pipeline management, contract structures, and adapt delivery models to market conditions
Business Structures and Compliance - Determine when to incorporate and establish systems to stay on top of compliance
Performance Monitoring - Identify the most critical KPIs to track and monitor for small business success
Profit Distributions - Understand how and when to distribute profits effectively while maintaining healthy cash flow
Startup, Fit Outs & Employment - Plan capital requirements, conduct site inspections, and hire strategically as revenue ramps up
Inventory & Product Management - Implement inventory systems and optimize purchasing, wastage control, and stock management
Revenue & Margin Analysis - Analyze profitability by product and seating times to optimize menu pricing and margins
Accounting & Automation - Integrate POS systems, streamline ticketing and reporting, and consolidate multi-location financials
Trends in Finance Market - Navigate outsourcing to remote workers and manage distributed multi-location finance operations
Outsourcing Considerations - Address time zone differences, cultural factors, and establish robust system and process frameworks
Optimal Outsourcing Roles - Identify which functions to outsource including bookkeeping, payroll, AP/AR, and CFO services
Cost Management vs Efficiency - Balance wage variances and setup time costs against local hiring and business expertise needs
Bank, Credit Cards & Reconciliations - Manage daily requirements, automate processes, and implement fraud prevention protocols
Supplier Bills & Accounts Payable - Handle invoice frequency, accruals management, and optimize payment timing and processes
Client Invoices & Accounts Receivable - Determine invoice timing, implement reminders and statements, and streamline payment methods
Payroll Management - Navigate frequency, timesheets, approvals, and ensure compliance with tax and pension requirements
Fast Month-End Close - Implement continuous improvement strategies, streamline reporting cycles, and balance granularity with clear commentary
Self-Serve Dashboards - Build automated dashboards for sales, AR, expenses, and AP with daily updates and trend analysis
Delivered Reports - Create comprehensive P&L, balance sheet, cash flow forecasts, and headcount reports with revenue analysis
Presentation & Delivery - Master visualizations, graphs, and financial statements that communicate complex data with simplicity and impact