The Success Circle

It begins with an acceleration month designed to help you tailor and implement the Financial Success Framework in your business. This is where the foundations are set and everything is customised to your specific goals and numbers.

From month two onwards, you will have two structured calls each month:

• a monthly performance review to help you interpret your numbers and understand what is driving the results, and

• a monthly forecasting session focused on forward planning and making informed decisions about the months ahead.

At the start of each quarter, you will also take part in a dedicated goal-setting session to ensure you are tracking the right metrics and setting clear, realistic targets.

Between calls, you can post questions in the Slack community and receive direct guidance from Sarah.

If you join at the Success Mastery level, this also includes a quarterly one-on-one review with Sarah and access to private messaging for more personalised support.

The Success Circle 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.

All content is delivered online.

The Financial Success Framework sessions are recorded and available in the portal 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.

After the first four weeks, ongoing support continues through monthly Zoom calls, with private community discussions hosted in Slack.

The monthly performance review is held on the second Wednesday of each month, and the monthly forecasting call takes place on the fourth Thursday of each month.

If you are part of Success Mastery, you will be sent a booking link each quarter to schedule your one-on-one session at a time that suits you.

The waitlist is currently open.

Early access will be offered to the waitlist from mid-February, with remaining places opening to the public from late February.

Doors will close on 20 March.

The first session will commence in the week beginning 30 March.

Yes, replays will be available in the member portal but only for 30 days.

The program commitment is a minimum of 6 months, as this will significantly increase your results.

Most members spend 1–2 hours per week implementing the tools in their business and reviewing their financials. This is a weekly habit of top entrepreneurs.

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.

Being a part of the Success Circle will help members to become comfortable with money conversations.

Most members see early wins in the first 30-60 days, such as clearer cash flow visibility, better pricing decisions or understanding what’s driving their profit. More significant changes typically show up within 3–6 months.

Participants in the Success Mastery level will see quicker results with personalised one-on-one support.

Essentials is for owners who want better financial management through implementing the framework, training and community support.

Mastery is for owners who want quicker results, personalised CFO guidance, and private Slack access for direct support.

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.

The Success Circle is delivered entirely online and scheduled to suit Australian time zones, so you can join from anywhere in Australia.

If you’re based outside Australia, you’re still welcome to join if the session times work for you. Please note that the content is designed with Australian businesses in mind, including local regulations, tax considerations and commercial context.

If you’re an Australian business with overseas customers or operations, this program is absolutely a great fit.

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.

Members can continue in the Success Circle for another 6 months, purchase additional coaching, or graduate into a Virtual CFO package if they are ready for a higher level of support.

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.

The VIP option provides a one-to-one session every quarter. You will also get access to one-to-one support via Slack.

If you need additional sessions or would like some once off support, you can purchase CFO on Demand sessions outside of this program.

You are never required to share anything you are not comfortable with. That said, this is a program focused on money, and you will get the most value from the Success Circle if you are open about your financials.

A key part of the process is learning to view your numbers as neutral data points at a point in time. They are not good or bad, they are simply information that helps you make better business decisions.