Financial Foundations Every Small Business Owner Needs to Know

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Understanding your numbers doesn’t have to be scary!

This module gives you the financial tools to manage costs, set profitable prices, and forecast revenue with clarity.

You’ll learn how to break down your business expenses, apply simple pricing strategies, and create realistic revenue and cash flow forecasts.

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business fundamentals 04:

Money Matters: Getting to Grips with Financials


With insights from an experienced accountant and real-world advice from business founders, you’ll walk away with the confidence to make informed decisions and keep your business financially healthy.

★★★★★
Informative, thorough & easy to understand

Made complex business terminology easier to understand. Great snap shot of important information that you need to know before starting a business.

Takes overwhelming information and breaks it down into actionable steps.

KARMAL JACKSON
Entrepreneur in Ideation Phase
Business fundamentals 04:

Money Matters - Getting to Grips with Financials

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Course features
  • Level: Beginner
  • Study time: ~2 hours
Learn how to:
  • Take the guesswork out and price your products or services for profitability and sustainability  
  • Manage your business expenses with clarity and confidence
  • Forecast revenue and cash flow using simple, actionable tools
  • Make smarter decisions with ready-to-use spreadsheet templates
  • Build financial confidence through real-world founder and expert insights
  • Also includes optional AI prompts to assist and accelerate learning
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★★★★★

A 'must do' for anyone starting out!

I have gone from being someone who crossed my fingers when it came to my financials, to owning what I am doing, with pride.

The expert and founder videos helped me relate to the content and I loved the best practise summaries. 

KARMAL JACKSON
Entrepreneur in Ideation Phase

What's Included

Dynamic learning: videos, interactive activities, frameworks & tools

This module combines expert-led videos, interactive tools, and downloadable spreadsheets and resources to help you break down your costs, price sustainably, and plan ahead with confidence. Whether numbers make you nervous or you’re just ready to feel more in control, this course turns financial fundamentals into practical action.

Learn from those who've been there before 

Hear from an expert who knows their stuff and entrepreneurs who’ve tackled financial challenges firsthand. They’ll share what's helped them stay on top of their numbers and grow with confidence.

In this module you'll hear from:
  • Peter, accounting professional and co-founder of Maisey Harris & Co. (featured right)
  • Grant, co-founder of Rocketspark
  • Wendy, founder of & Again
  • Nicola, founder of Zay Bags

Join the conversation

Our online discussion board gives you space to share your learning, ask questions, and swap ideas with other business owners working through the same challenges.
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★★★★★

Very Helpful


Money Matters is so helpful! I found it practical, refreshing & insightful.

The exercises in particular were GOLD! 

Entrepreneur
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Co-created by

Dr Fern Kelly-Zander

Innovation Specialist & Programme Manager

Fern Kelly-Zander brings extensive international experience in innovation, strategy, and business development and has been instrumental in leading the creation of this online learning platform.

As the co-founder of Rüdi’s Bakehouse, Fern understands firsthand the challenges faced by founders and small business owners - from launching and scaling a business to navigating funding, strategy, and operations. She is deeply committed to empowering entrepreneurs, helping them turn big ideas into impactful, sustainable businesses.

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Co-created by

Kate Wightman

Business Growth Advisor & Startup Aotearoa Lead
Kate Wightman is Soda's Startup Aotearoa lead and an experienced business growth advisor, supporting Waikato businesses through the Regional Business Partner programme. With a strong background in startups, venture capital, and technology incubation, Kate is also a co-founder of her own business so understands the unique challenges faced by entrepreneurs. A former elite road cyclist, she also walked the length of New Zealand in 2023, raising $55,000 for gynaecological cancer.
Kate is always happy to chat, so feel free to reach out with questions!
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