Financial Success Pathways

You know your business. It's time to know your numbers.

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.

A woman standing in an entryway with dark background, holding a laptop, wearing a knitted sweater and jeans, smiling and looking to her left.

Two pathways. One destination.

We know business owners are busy and need options that suit their stage of growth.

Both pathways start with the same six-module program taught by a CFO. The difference is how much support you want along the way.

Learn at your own pace: The Financial Success Foundations gives you 90 days to work through the modules 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, and continued CFO access for as long as you're a member with a mi.

Same starting point. Different levels of support. Choose what suits you right now.

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What you’ll walk away with:

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

A woman sitting cross-legged on the floor using a laptop near a window. She has shoulder-length hair and is wearing a green sweater and jeans. There are books and a plant on a shelf nearby, and a pink mug on the carpet.

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.

What clients are saying

"The biggest challenge I had was knowing what I should be doing from a financial standpoint. I now have a really nice, clean monthly review and forecasting process. And I don't need to second guess things."

Matt, Founder
“It's been a huge relief having the support and understanding the numbers. My decisions are now based on facts and not gut feel.”

Andrew, Founder
"Through this support, I felt more confident in our financial decisions and significantly more financially literate as a business owner."

Sionainn, Founder
“I have a much clearer financial roadmap and a solid foundation for our growth initiatives.”

Kirsty, Founder

Two pathways to success.

Financial Success Foundations

On-demand program

$499 + GST one time

One-time investment · 90 days access · Start immediately

The self-paced option. Work through six modules at your own pace, with direct CFO access to ask questions throughout your 90 days.

What's included:

Six on-demand modules available immediately on purchase
CFO Q&A access for the full 90 days
Xero management reporting suite configured for your business
Downloadable workbook, templates and tools
BONUS masterclass library

Enrol in Foundations

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

Ongoing support

$499 + GST per month

Six month minimum then month to month · Start immediately

The ongoing support option. Everything in Foundations is included from day one, plus live monthly calls with Sarah, a full resource library, and continued CFO access for as long as you're a member.