The Critical 5-Financial-Metrics Workshop
Mastering the five financial levers that quietly drive
business performance.


SEPTEMBER 2026	12:00 - 1:30pm	$35 per person Includes lunch	Smart Business Solutions Level 1 / 328 Main Street Mornington, VIC

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OVERVIEW

Many business owners believe growth comes from more sales. But in reality, the strongest and most profitable businesses grow by improving how the business works, not just by selling more. You might recognise some of these:

You’re chasing growth, but it feels harder than it should
Sales are up, but profit and cash don’t seem to follow
The business is bigger, but not necessarily easier
You’re working harder, not feeling much better off

This session is designed to change that. The 5-Critical Financial Metrics is a practical workshop that shows you where small, targeted changes can create disproportionately big improvements in profit, cashflow and sustainability.

We recommend you bring your laptop, and if you use Xero, you'll be able to follow along with live demos. For non-Xero users, the principles, learnings and fundamentals are the same.

WHAT YOU'LL LEARN

Pricing

Why small price changes have a big impact
When price rises work - and when they don’t

Gross Margin

Understanding true cost vs assumed cost
Why margin discipline funds growth

Capacity & Utilisation

Revenue per person
The hidden cost of underutilisation
How owner dependency affects performance

Cost Structure (Fixed vs Variable)

Why the mix of costs matters more than cutting costs
How to build a more resilient business

Cash Conversion Cycle

How fast profit turns into cash
Why slow cash kills otherwise good businesses

Who this session is for

This session is ideal for business owners who:

Want to grow without burning out
Feel like the business is working harder, but not smarter
Want to improve profit without just chasing more revenue
Want a stronger, more resilient business
Want to understand what actually drives performance

No accounting background required. This is designed for business owners, not accountants.

Why this session is high value

Many businesses focus on: “How do we get more sales?” But that’s often the hardest and least efficient way to improve a business.

This session shows you:

Why small improvements beat big sales pushes
Why many businesses grow themselves into trouble
Why leverage matters more than volume
Where your effort will produce the biggest return

Lunch & Learn Workshop
The Critical-5-Financial Metrics

Learn the five key financial metrics work that matter more than revenue, how they interact,
and how to use them to build a stronger, more profitable business.
An interactive Lunch & Learn workshop designed for small business owners.