Financial Success Circle
You know your business. It's time to know your numbers.
Flying blind with your finances? There’s a way to start seeing clearly.
You're working hard, generating revenue, and reinvesting in the business but when someone asks how profitable you actually are, or whether you can afford to hire, or what your cash position will be next month, the honest answer is you're not sure.
This is a gap in financial knowledge that nobody taught you when you started your business. You learned how to deliver your service. You learned how to market and sell. But the financial fundamentals that let you run your business like a CEO are not something you can learn through trial and error.
Financial Success Circle changes that. You’ll build the systems, the reports, the financial literacy and the mindset to make confident decisions. These are the same foundations that underpin every business we work with at Olive Business Partners, from startups to eight-figure operators.
Two pathways. One destination.
Both pathways start with the same six workshops taught by a CFO. The difference is how much support you need along the way.
Learn at your own pace: The Financial Success Foundations gives you 90 days to work through the workshops with CFO Q&A access whenever you need it. One time investment, no ongoing commitment.
Build with ongoing support: The Financial Success Circle includes the full program plus live monthly calls, a complete resource library, a one-to-one success session with a finance expert, and continued CFO access.
Choose what suits you right now.
What members will gain:
A cash flow system that works: Understand where your money is going, when it arrives, and how to stop being caught short at the end of the month.
Clarity on your real profitability: Know exactly which revenue streams are working, what your margins look like, and where the leaks are.
Customised financial reports: Your key reports configured so you can see the health of your business at a glance, every month.
A monthly financial rhythm: A simple, repeatable process for reviewing your numbers so you're never flying blind again, even in a busy month.
Confidence in financial decisions: Whether it's a hire, a price increase, or a new investment, you'll know how to stress-test it before you commit.
The language of finance: Understand what your accountant is actually telling you, hold better conversations with your bank, and talk to your value with authority.
What Will Change For You
You stop avoiding your numbers and start trusting them.
Right now, opening Xero might feel like something to put off, not something to rely on. That changes here. You'll build a habit of looking at your numbers regularly, because you'll actually understand what you're looking at.
You stop believing you’re not a numbers person, because you'll prove yourself wrong.
That story isn't true. It's just that no one ever taught you the fundamentals in a way that made sense for your business. Once they do, the label stops fitting.
You stop underpaying yourself and start knowing what your business can actually afford.
Growth doesn't mean anything if it doesn't show up in what you pay yourself. You'll finally have the clarity to pay yourself properly, hire confidently, and grow without wondering if you can afford the next step.
You stop dreading the hard money conversations and start walking into them prepared.
Whether it's your accountant, your bank, or your customers, you'll never again be the person in the conversation who doesn't understand their own numbers.
What clients are saying
Your CFO
Sarah Petty is the Founder of Olive Business Partners and leads the Financial Success Circle as its CFO. She's a CPA and an experienced Chief Financial Officer who has worked with founders and leadership teams to help them grow sustainable, profitable businesses.
The financial systems you'll build in this program are the same frameworks applied in boardrooms at some of Australia's largest companies. Sarah has held senior finance roles at Mondelez, Kraft Foods, Lion, Kellogg's, Bega and Wesfarmers, and now supports Australian founders to build profitable and sustainable businesses.
Sarah built Financial Success Foundations because the tools that help big businesses run financially shouldn't be out of reach for growing businesses.
Your Finance Coaches
Rebecca Kartel
Rebecca is the Founder and CEO of The Kartel Solution, partnering with service-based business owners across Australia to replace financial stress and gut-feel decisions with real understanding of their numbers, through hands-on cash flow, profit, and Xero optimisation. Her mission is to make business finance feel simple, not shameful.
Founder, The Kartel Solution
Rida Jafri
Rida is a Chartered Accountant with 18+ years in finance, including senior leadership roles at Target and Kmart Group, most recently as Head of Commercial Finance. In 2025 she left corporate to found Social CFO, providing senior financial management to local businesses and purpose-driven organisations.
Founder, Social CFO
Founder, Brightside Advisory CoDianne Dickson
Dianne is founder of Brightside Advisory and a Fractional CFO who experience supporting businesses through start-up, growth, and operational complexity. She works across product, manufacturing, and service-based businesses, with particular strength in cash flow and working capital, forecasting and budgeting, and pricing and margin improvement.
The Financial Success Workshops
01
Build Your Business Mindset and Model
We start with the relationship between how you think about money and how you manage it. You'll build the mindset that creates financial success and assess your business model so you can start seeing your numbers as a key tool in your business.
02
Revenue and Pricing Strategies for a Thriving Business
Understand exactly where your revenue comes from and whether your pricing reflects the value you deliver. We'll break down your revenue streams, identify what's actually driving growth, and build the confidence to price strategically instead of defensively.
03
Invest in Your Business for Growth and Profit
Learn to review the different types of costs and investments in your business, understand what actually drives your gross margin, and see clearly what your business keeps after costs. This is the session that answers whether your business is truly profitable and what's driving that number.
04
Build Confidence in Your Cash Flow
This session covers the difference between revenue, profit, and cash and how to identify the main cause behind cash shortfalls. You'll map your own cash cycle, spot where the risk gaps sit, learn how to build a cash buffer that’s the right fit for your business, and walk away with a clearer read on where your money actually goes.
05
Tailor Your Xero Reports to Achieve Your Business Goals
Set up the reports inside Xero that give you real financial visibility, configured for your business, not the default settings. By the end of this session, you'll have a management reporting suite you can run in minutes and actually understand and use for making decisions.
06
Design Your Business Operating Rhythm
The systems are built. Now you lock in the habit. You'll set clear financial goals, build a repeatable monthly review process around them, and know exactly what to look at, in what order, and how long it should take. This is what separates business owners who stay financially clear from those who drift back into avoidance.
Two pathways to success.
Financial Success Foundations
$199 per month (+GST)
Over three months · Or pay in full $499 upfront (save $98)
Best if you want to build your financial foundations at your own pace. You'll work through the six workshops in your own time, with direct CFO access whenever a question comes up.
What's included:
Six workshops available immediately on purchase
Money Mondays weekly live check ins
CFO Q&A access for the full 90 days
Downloadable workbook, templates and tools
Access to the masterclass library
All prices are exclusive of GST.
By proceeding you agree to the Terms and Conditions.
If you decide to join the Financial Success Circle within 30 days of purchase, the cost of this program will be credited towards the Financial Success Circle investment.
Financial Success Circle
$499 per month (+GST)
Over six months · Or pay in full $2,500 upfront (save $494)
Best if you want ongoing accountability and faster results. You'll get everything in Foundations from day one, plus live monthly calls, a coaching session, and continued CFO access to keep you on track well beyond the six workshops.
Includes everything in Financial Success Foundations plus:
Monthly Guided Review Call
Monthly Guided Forecast Call
Quarterly Goal Setting Call
All call replays
Ongoing CFO Q&A access
Full resource library and templates
A one-to-one success session with a finance coach
All prices are exclusive of GST.
By proceeding you agree to the Terms and Conditions.
FAQs
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Financial Success Foundations is a standalone on-demand program, a one-time investment that gives you 90 days to work through six modules at your own pace, with CFO Q&A access included throughout. It's the self-paced option for business owners who want to build their financial foundations and decide on ongoing support later.
Financial Success Circle is an ongoing monthly membership at with a six-month minimum commitment as six months has been a proven timeframe to see improvement in financial results. It includes the full six-module program from day one, plus monthly live calls with Sarah, a complete resource library, and continued CFO access for as long as you're a member. It's for business owners who are ready to commit and want accountability and support alongside the learning.
You are not automatically enrolled in the Financial Success Circle when you purchase Foundations. They are two separate products.
If you purchase Foundations and decide to join the Circle within 30 days, the cost of Foundations will be credited toward your Circle investment.
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This is for ambitious business owners who want to keep growing, but know they need stronger financial foundations to do it well. If your revenue has reached six-figures and you want more clarity, smarter decisions, and a business that pays you properly, this is built for you. It’s for owners who want to lead as the CEO with confidence, understand their numbers and create growth that’s profitable and sustainable.
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Both programs are delivered entirely online and on-demand. All six modules are available immediately on purchase, there are no set start dates or live sessions to attend.
Work through the content at your own pace within your access period. Each module includes a video lesson, a workbook, and downloadable templates you can apply directly in your business.
Financial Success Circle members also have access to live monthly calls with Sarah (the Monthly Financial Review Call and the Monthly Forecast Call) and the Quarterly Goals Call. Call replays are available for 30 days after each session.
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From the day you purchase, you have immediate access to all six on-demand modules, your workbook and templates, and the private platform where you can ask Sarah questions directly.
If you join the Financial Success Circle, you also have access to the monthly live calls and the full resource library from day one.
There are no waiting periods and no scheduled start dates. You can begin working through the modules as soon as your payment is confirmed.
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Yes, replays will be available within 24 hours of the live sessions.
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No. The program is designed for business owners who don’t necessarily consider themselves “numbers people.” Everything is explained in plain language and the system guides you step-by-step. You can also ask clarifying questions at any time.
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Yes. They look after compliance and bookkeeping. This program teaches you how to use your financials to make decisions, plan for the future and build a more profitable business.
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Your business structure doesn’t matter, provided you have an established offering and have been trading for at least 12 months.
Please note that the program does not cover advice on business structures. For guidance on the most appropriate structure for your situation, we recommend speaking with your accountant.
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Xero is our preferred accounting platform and we’ll be demonstrating how to set up reporting in Xero to support financial success. If you use another system, you can still join, but we won’t be covering reporting setup in other platforms.
If you don’t currently use accounting software, we strongly recommend implementing one once your business is earning more than $10,000 per month. You can access 90% off a Xero subscription for the first 6 months using our affiliate link HERE.
Got more questions?
If you’ve got more questions or need help deciding if this is right for you, drop us an email to successcircle@olivebusinesspartners.com.au