Financial Success Pathways
Build the financial foundations your business actually needs.
The financial structure your business needs, built by a CFO.
The Financial Success Pathway is an on-demand program for six-figure business owners who are ready to stop guessing and start running their business based on knowledge and data.
Most business owners are flying blind with their finances.
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.
That's not a personal failing. It's 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.
Our Financial Success Pathways changes that. You’ll build the systems, the reports, and the financial literacy 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.
With the Financial Success Pathway, you’ll have:
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.
Six building blocks. Work at your own pace.
Module 1
Financial Mindset and Goal Setting
We start where most business owners get stuck, the relationship between how you think about money and how you manage it. You'll set clear financial goals for your business and establish the mindset that makes the next five weeks stick.
Module 2
Revenue and Pricing Strategy
Understand exactly where your revenue comes from and whether your pricing reflects the value you deliver. We'll look at your revenue streams identify what's driving growth and what isn't, and build the confidence to price strategically rather than defensively.
Module 3
Your Cost Structure and Profitability
Learn to distinguish between variable and fixed costs, understand what drives your gross margin, and see clearly what your business is actually keeping after costs. This is the session answers the question as to whether your business is truly profitable, and what drives profitability.
Module 4
Cash Flow and Working Capital
This session covers the difference between revenue, profit and cash and gives you the tools to manage your working capital so you're never caught short. You'll build a simple cash flow model you can maintain and update each month.
Module 5
Management Reporting in Xero
Set up the key reports inside Xero that give you real financial visibility. We will configure reports for your business, not just the default settings. By the end of this session you'll have a management reporting suite you can run in minutes and actually understand.
Module 6
Your Monthly Financial Cadence
The systems are built. Now we lock in the habit. You'll have a repeatable monthly financial review process including 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.
Your CFO on Call
Sarah Petty is the Founder of Olive Business Partners, a CPA and an experienced Chief Financial Officer, having worked with founders and leadership teams to help them grow sustainable, profitable businesses.
Sarah is a CFO, not a coach. There's a difference, and it matters. 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.
Two pathways to success.
Financial Success Foundations
On-demand program
AUD $699
+GST one time investment for 90 days access
Six on-demand modules, available immediatelyWork through at your own paceCFO Q&A access for the full 90 daysXero reports configured to your businessDownloadable workbookFinancial Success Circle
Ongoing support
AUD $599
+GST per month
Full on-demand program, available immediatelyCFO Q&A access ongoingMonthly Review Call
Monthly Forecast Call
Quarterly Goals Call
All call replays
Full resource library and templates
Regular CFO insights
What clients are saying
FAQs
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Financial Success Foundations is a standalone six-week course. It’s a one-time investment that gives you the complete financial foundation for your business.
The Financial Success Circle is an ongoing monthly membership that you're invited to join at the end of the course.
You are not automatically enrolled in the Financial Success Circle. They are two separate products
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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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All content is delivered online.
The sessions are recorded and available within 24 hours if you can’t attend or want to revisit the material. You’ll also receive a workbook and templates to help you apply the framework in your business.
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From the day you register, you'll have access to the private community.
If you register before July, you'll also be invited to join both our June monthly Zoom calls (the Health Check Call and the Forecast Call) with our other members.
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The program officially begins from 20th July 2026 but if you join before July, you will also get access to our private community and June zoom calls.
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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