Make Sense of Financial Data That Actually Matters

We dig into your numbers and show you what's working, what isn't, and where your opportunities hide. Started in Rockhampton back in 2019, we've spent years turning spreadsheets into straightforward business insights for Australian companies.

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How Our Analysis Journey Started

We didn't wake up one morning with all the answers. Building this took trial, error, and plenty of late nights figuring out what businesses really need from their financial data.

Started Small in 2019

Launched with just me and a decent laptop. The goal was simple — help local businesses understand their cash flow without needing a finance degree. First client was a café owner who couldn't figure out why busy months weren't translating to profit.

Built Our Teaching Framework in 2021

After working with about forty businesses, patterns emerged. People needed to learn how to read their own data, not just get monthly reports. So we started running small workshops, teaching analysis basics that stick.

Expanded Throughout Queensland in 2023

Word travels. We started getting calls from Brisbane, Toowoomba, even Cairns. Hired two more analysts and started offering remote sessions. Turns out financial confusion isn't geography-specific.

Looking Ahead to 2026

Planning our first comprehensive program launch for August 2026. Six-month format, hands-on approach. We're combining everything we've learned about teaching financial analysis to people who'd rather be running their businesses than staring at numbers.

Who's Teaching This Stuff

Meet the people who'll walk you through financial analysis. Both have backgrounds in accounting but prefer explaining things in plain English over throwing jargon around.

Kerrie Blackwood

Lead Analyst

Started her career at a big firm, got tired of cookie-cutter reports. Now focuses on showing business owners how to spot trends in their own data. Has a weird talent for making balance sheets make sense.

Fern Gallagher

Teaching Specialist

Worked in retail management for eight years before switching to finance education. Understands how overwhelming the numbers can feel when you're just trying to keep things running smoothly day-to-day.

Find What You Actually Need

Different businesses, different questions. Here's how we help you figure out your starting point.

Cash Flow Confusion

Money comes in, money goes out. But where exactly? We'll help you track it without needing complex software.

Profit Mysteries

Busy doesn't always mean profitable. Learn to spot the difference between revenue and actual money you keep.

Growth Planning

Want to expand but not sure if the numbers support it? We look at what your data actually says about scaling.

What Learning With Us Looks Like

Forget sitting through PowerPoint marathons. Our approach involves real scenarios, actual business data, and plenty of chances to ask questions when something doesn't click.

You'll work with your own numbers during sessions. Brings everything into focus when you're looking at your actual business instead of theoretical examples.

Monthly sessions running from September 2026 through February 2027
Small groups, usually six to eight participants
Practical exercises using real business scenarios
Email support between sessions when questions pop up

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Why Rockhampton Started This

Regional businesses face unique challenges. Banks are further away, accountants cost more, and generic advice from Sydney doesn't always translate. We built this because Central Queensland needed financial education that made sense for our context.

Operating costs here differ from capital cities. Seasonal patterns vary. Customer bases work differently. Our teaching reflects those realities instead of pretending every business operates in a metropolitan bubble.

Common Questions

Regional business financial consultation

Ready to Understand Your Numbers?

Next program starts August 2026. Spots are limited because we keep groups small enough for individual attention. Get in touch if you're interested or just have questions about whether this would fit your situation.

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