We Started with a Simple Question

Why does financial analysis feel so inaccessible to people who actually need it?

Back in early 2024, a few of us sat in a Dubbo café looking at spreadsheets that made no sense. We weren't finance professionals—just people trying to understand our own business numbers. That frustration became carinthyra.

From Confusion to Clarity

None of us came from banking backgrounds. Kellan had run a small construction firm for years but still felt lost reading profit margins. Imogen worked in retail management and couldn't decipher her quarterly reports without anxiety.

We'd attend workshops that either talked down to us or flew over our heads with jargon. There wasn't much middle ground—places that treated financial literacy as a practical skill instead of rocket science.

So we built what we wished existed: straightforward education that respects your intelligence without assuming you have an accounting degree.

Early planning sessions at Dubbo workspace

How We Think About Teaching

Financial analysis isn't mysterious. It's pattern recognition, logical thinking, and knowing which numbers actually matter for your situation.

Real Scenarios

We use actual business situations—not textbook examples from 1987. You'll work through cash flow problems that look like the ones you face.

Plain Language

If something can be explained without technical terms, we do that. When jargon is unavoidable, we break it down until it clicks.

Flexible Pace

Some concepts take an hour to grasp. Others need a week. Our programs let you move at whatever speed makes sense for your schedule and learning style.

Learning materials and workshop sessions Collaborative problem-solving environment

The Path We've Walked

March 2024

Testing the Idea

Started with eight people in a borrowed meeting room. We taught basic ratio analysis using coffee shop financials. Half the group had never opened a balance sheet before.

The feedback was encouraging but honest—we needed better examples and more hands-on practice.

July 2024

Finding Our Voice

Expanded to monthly workshops. Invited guest speakers who'd actually used financial analysis to make tough business decisions—not just academics.

People started bringing their own statements to sessions, asking about specific confusion points. That's when we knew we were onto something useful.

December 2024

Building Structure

Created our first formal program with modules people could work through independently. Added video explanations after participants said they wanted to review concepts at home.

Hosted our first full-day intensive in Dubbo—twenty-three attendees from across regional NSW.

2025 Onwards

Where We Are Now

We've taught hundreds of people the basics of reading financial statements, building forecasts, and understanding what their numbers are trying to tell them.

Still learning ourselves. Still refining our approach based on what actually helps people versus what just sounds educational.

What Drives Us Forward

Financial literacy shouldn't be gatekept. It's not about being brilliant with numbers—it's about knowing enough to make informed choices for your business or personal situation.

We're not promising you'll become a CFO or revolutionize your industry. But you might stop feeling intimidated by your own financial reports. You might catch problems earlier. You might feel more confident in planning meetings.

Our next program starts in August 2025. It's designed for people who are tired of nodding along in meetings while secretly confused.

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