• Duration

    ~2 hours

  • LEARN ABOUT:

    • Understanding Your Business Costs
    • Setting Profitable Prices 
    • Forecasting Revenue with Confidence
    • Managing Cash Flow Effectively
    • Practical Accounting Tips for Success

    • INCLUDES:

      • AI prompts to assist and accelerate learning

    Business Fundamentals

    04: Money Matters - Getting to Grips with Financials

    Financial Foundations Every Small Business Owner Needs to Know

    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 - all in plain language, with expert support.

    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.

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    ★★★★★
    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

    ★★★★★
    Very Helpful



    Money Matters is so helpful! I found it practical, refreshing & insightful. The exercises in particular were GOLD! 

    Entrepreneur

    ★★★★★
    A 'must do' for anyone starting out!


    The expert and founder videos helped me relate to the content and I loved the best practise summaries. I have gone from being someone who crossed my fingers when it came to my financials, to owning what I am doing, with pride.

    RAE MACDONALD
    Entrepreneur

    What's Included

    Dynamic learning: videos, interactive activities, frameworks & tools

    Dive into an engaging mix of written text, short videos, interactive activities, and expert guidance designed to support your journey every step of the way.
    Also includes AI prompts to assist and accelerate learning.

    Learn from those who've been there before 

    Gain insights from founders and experts who’ve navigated the journey before you - sharing real-world lessons, successes, and challenges to inspire and guide you.

    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

    Discuss with others

    Connect with like-minded peers on our online discussion board. Share your thoughts, brainstorm ideas, and seek support as you build your business.
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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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