Financial Literacy for Small Business

Financial Literacy for Small Business

Rated 5.00 out of 5 based on 4 customer ratings
(4 customer reviews)


Have you ever felt embarrassed asking a question you may think is simple? Not all of us have had the ability of gaining prior financial skills and knowledge, so some would prefer not to ask the question. We would like to put an end to that, so have developed a webinar series to allow attendee’s to learn in the comfort and security of their home, and which allows all of your questions to be heard.


Please note: This webinar workshop is now fully booked and dates for the upcoming workshop will be released shortly.  Please contact us if you would like further information.

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We believe that every business should have a basic level of financial knowledge, regardless of whether they engage someone to manage their finances. Financial skills help you ask the right questions, give you insights to make the right decisions, and help you discuss your financial performance with your internal and external stakeholders (e.g. bank, accountant, advisor, investors etc).


This series is ideal for a business owner, aspiring business owner or a team member responsible for the critical role of financial management.  If you would like to better understand the key financial requirements for establishing and maintaining a successful business we encourage you to join us. This webinar workshop is segmented into a 6-part series which will give attendee’s a great opportunity to go back and implement the learnings of each week into their own business without information overload.


Each session is held on a Wednesday (refer to the below dates) between 7:00pm to 8:30pm.


Session 1 (13 Sept): Business Finance Basics: Introduction & setting the foundations of your business, including accounting software
Session 2 (20 Sept): Terminology: understanding accounting & finance basics
Session 3 (27 Sept): Business Reporting: Understanding financial reports & key performance metrics
Session 4 (4 Oct): Budgeting & Forecasting: How to set a monthly budget and cash flow forecast
Session 5 (11 Oct): Where to start: How to review and assess your monthly business performance
Session 6 (18 Oct): App’s to drive efficiency: Business intelligence tools to help drive your business
Capstone segment: 1:1 video conference meeting: each attendee will meet with us to implement the above & go through any further questions. This ensures we can implement what you have learnt!


Investment in attending this 6-part series (including capstone segment): $700


Please note: This webinar workshop is now fully booked and dates for the upcoming workshop will be released shortly.  Please contact us if you would like further information.

Reviews (4)

4 reviews for Financial Literacy for Small Business

  1. Rated 5 out of 5


    I attended an Upturn webinar last week. They work together very well, are very passionate about their industry, both facilitators were very knowledgable and importantly they are able to communicate new concepts to people in a manner that is surprisingly easy to understand. Thank you for the webinar workshop, among several other things I learnt during it, I now realise the benefits and importance of keeping financial records up to date.

    Joedee Morel – Managing Director, The Perfect Persona
    Queensland, Australia

  2. Rated 5 out of 5


    Working with Upturn Business Advisory has been a pleasure. They have proven to be most professional in their delivery of a payables, receivables and cashflow management course to members of our finance team and their service and communication have been outstanding. The course covered a lot of information, delivered in concise chunks that were easy to absorb. The structure was clear, logical and effective. Upturn Business Advisory had obviously put a lot of thought and expertise into designing it. This course gave my team the confidence to implement new techniques into their daily work immediately, and well as giving them confirmation that a lot of our existing processes were already best practice. They didn’t just learn the “how” to – but Upturn Business Advisory had a way of making the “what” and “why” also much clearer. Not only was the course both fun and challenging for them, but Upturn’s direct feedback for improving our processes was invaluable. I can’t speak highly enough of this course and would recommend others work with Upturn if they are seeking to improve their business processes.

    Lauren Watt – Finance Manager, Geelong Cats Football Club
    Geelong, Australia

  3. Rated 5 out of 5


    We can not speak more highly of the entire upturn team & this webinar workshop. The service and professionalism is second to none. Simply could not have achieved what we have without you. Thank you

    Tasha Venebles
    Finance Manager, Procaffe Australasia
    Victoria, Australia

  4. Rated 5 out of 5


    Absolute pleasure to deal with, very relevant, very professional and knowledgable!! Would highly recommend this webinar workshop.

    Mary P

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