Empowering individuals for business success

Study at your own pace in consultation with your own business adviser

Business Owner Modules
Accountant Modules

Business Owner Modules

  • Free
    6 Lessons

    How to Create a ProfitSURGE

    If your solution to inadequate cash flow is winning more work, spending less, or both, progress will be slow and the level of frustration ever increasing. Pedalling faster and cost-cutting will at best produce small improvements in cash flow and are as likely to be detrimental to liquidity.

    As a result of completing this module you will have:

    • Calculated the additional cash flow it’s possible to generate, without the need for a further investment in people, equipment, or other resources.
    • Analysed the 3 ways to increase margin – Pricing Strategy, Segmentation, Effectiveness and determined their appropriateness for your business.
    • Rated the performance of your enterprise relative to the characteristics of high performing organisations across the 6 key business functions.
    • Committed to the implementation of new management strategies in those areas requiring improvement.
  • Free
    6 Lessons

    How to Create a ProfitSURGE

    If your solution to inadequate cash flow is winning more work, spending less, or both, progress will be slow and the level of frustration ever increasing. Pedalling faster and cost-cutting will at best produce small improvements in cash flow and are as likely to be detrimental to liquidity.

    As a result of completing this module you will have:

    • Calculated the additional cash flow it’s possible to generate, without the need for a further investment in people, equipment, or other resources.
    • Analysed the 3 ways to increase margin – Pricing Strategy, Segmentation, Effectiveness and determined their appropriateness for your business.
    • Rated the performance of your enterprise relative to the characteristics of high performing organisations across the 6 key business functions.
    • Committed to the implementation of new management strategies in those areas requiring improvement.
  • Not Enrolled
    0 Lessons

    Customer Service Excellence

    Reflect for a moment on the businesses you know that are outstandingly successful. At the centre of their success will be their ability to identify what their customers regard as being important and then satisfying those wants better than their competitors. And that is customer service.

    As a result of completing this module you will:

    • Gain a commitment from your entire team as to the creation and implementation of a world class customer service system.
    • Assess the present levels of customer service.
    • Determine your customer’s needs.
    • Establish a series of agreed to behaviours and standards.
    • Identify the moments of truth when interacting with customers.
    • Train and empower your team to deliver outstanding service.
    • Implement a feedback systems (team and customers)
    • Adopt a continuous improvement mentality.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Measure What Matters

    Service and manufacturing businesses generate profit from the conversion of hours worked (people or machine hours) to hours charged to customers. Effectiveness is the measure of hours traceable into customer invoices, as a percentage of the total number of hours worked or available. What comes as a shock to business owners is how low this % is in their business, typically in the range 54% to 62%. They are shocked because busyness is mistaken for effectiveness, in fact busyness hides low levels of effectiveness.

    As a result of completing this Module you will

    • Segment your products/services/customers according to their relative contribution to profit.
    • Determine an appropriate course of action to take to increase the contribution of those products/services/customers that are under-contributing.
    • If necessary (it usually is) introduce higher standards of financial reporting and accountability into the management process.
    • Set targets for key profit drivers of the business and begin to measure performance relative to these targets weekly.
    • Determine if the existing level of profitability is sufficient to achieve the plans you have for the business and your lifestyle aspirations.
    • Prepare a financial budget for the next 12 months.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    3 Lessons

    Pricing for Profit

    The price you charge, more than any other business variable, has the greatest impact on the profit you earn. As a result of completing this module you will select and implement an array of pricing strategies that:

    • Allow you to retain price sensitive customers - if that is what wish to do.
    • Provide those (many) customers who wish to pay more the opportunity to do so.
    • Highlight the benefits of your products and services relative to competitors.
    • Implement “Give – Get” scenarios to uncover the true needs of customers.
    • Adopt the principles of behavioural economics deployed by successful organisations in both business to business and business to consumer settings.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Taking Control of Your Business

    When there is a consistency of outcomes across the key operating departments, the owners are able to focus their attention on the important strategic functions confident in the knowledge employees are taking care of those aspects of the enterprise where they choose not to spend time.

    As a result of completing this module you will:

    • Use Performance Standards as a framework for the development of a consistency of outcomes across each of the operational areas of the business.
    • Be growing in confidence your employees are doing the right things.
    • Develop checklists to support a no errors approach to operations.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    The management Control Plan

    In the foundation module of this program, you rated the performance of your enterprise relative to the characteristics of high performing organisations across 6 key business functions. No doubt the exercise identified areas where improvement was necessary.

    As a result of completing this module you will begin to work with your accountant in a different way as part of the Management Control Plan protocol which will build into your business model a level of accountability aimed at driving improved performance.

    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Winning the Battle for Talent

    Business owners often remark “If only I could find good employees”. By completing this module, you will discover good employees are found in organisations where strong leaders create the circumstances that encourage ordinary people to excel. You will:

    • Set remuneration at levels allowing the company to successfully compete in a buoyant labour market without destroying margins and net profit.
    • Establish a retention scheme for key employees.
    • Create a winning culture employees want to be a part of.
    • Through delegation & in-house training develop meaningful career paths for their team.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Customer Service Excellence

    Reflect for a moment on the businesses you know that are outstandingly successful. At the centre of their success will be their ability to identify what their customers regard as being important and then satisfying those wants better than their competitors. And that is customer service.

    As a result of completing this module you will:

    • Gain a commitment from your entire team as to the creation and implementation of a world class customer service system.
    • Assess the present levels of customer service.
    • Determine your customer’s needs.
    • Establish a series of agreed to behaviours and standards.
    • Identify the moments of truth when interacting with customers.
    • Train and empower your team to deliver outstanding service.
    • Implement a feedback systems (team and customers)
    • Adopt a continuous improvement mentality.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Measure What Matters

    Service and manufacturing businesses generate profit from the conversion of hours worked (people or machine hours) to hours charged to customers. Effectiveness is the measure of hours traceable into customer invoices, as a percentage of the total number of hours worked or available. What comes as a shock to business owners is how low this % is in their business, typically in the range 54% to 62%. They are shocked because busyness is mistaken for effectiveness, in fact busyness hides low levels of effectiveness.

    As a result of completing this Module you will

    • Segment your products/services/customers according to their relative contribution to profit.
    • Determine an appropriate course of action to take to increase the contribution of those products/services/customers that are under-contributing.
    • If necessary (it usually is) introduce higher standards of financial reporting and accountability into the management process.
    • Set targets for key profit drivers of the business and begin to measure performance relative to these targets weekly.
    • Determine if the existing level of profitability is sufficient to achieve the plans you have for the business and your lifestyle aspirations.
    • Prepare a financial budget for the next 12 months.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    3 Lessons

    Pricing for Profit

    The price you charge, more than any other business variable, has the greatest impact on the profit you earn. As a result of completing this module you will select and implement an array of pricing strategies that:

    • Allow you to retain price sensitive customers - if that is what wish to do.
    • Provide those (many) customers who wish to pay more the opportunity to do so.
    • Highlight the benefits of your products and services relative to competitors.
    • Implement “Give – Get” scenarios to uncover the true needs of customers.
    • Adopt the principles of behavioural economics deployed by successful organisations in both business to business and business to consumer settings.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Taking Control of Your Business

    When there is a consistency of outcomes across the key operating departments, the owners are able to focus their attention on the important strategic functions confident in the knowledge employees are taking care of those aspects of the enterprise where they choose not to spend time.

    As a result of completing this module you will:

    • Use Performance Standards as a framework for the development of a consistency of outcomes across each of the operational areas of the business.
    • Be growing in confidence your employees are doing the right things.
    • Develop checklists to support a no errors approach to operations.
    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    The management Control Plan

    In the foundation module of this program, you rated the performance of your enterprise relative to the characteristics of high performing organisations across 6 key business functions. No doubt the exercise identified areas where improvement was necessary.

    As a result of completing this module you will begin to work with your accountant in a different way as part of the Management Control Plan protocol which will build into your business model a level of accountability aimed at driving improved performance.

    $1100 ($825 with Accountants referral code)
  • Not Enrolled
    0 Lessons

    Winning the Battle for Talent

    Business owners often remark “If only I could find good employees”. By completing this module, you will discover good employees are found in organisations where strong leaders create the circumstances that encourage ordinary people to excel. You will:

    • Set remuneration at levels allowing the company to successfully compete in a buoyant labour market without destroying margins and net profit.
    • Establish a retention scheme for key employees.
    • Create a winning culture employees want to be a part of.
    • Through delegation & in-house training develop meaningful career paths for their team.
    $1100 ($825 with Accountants referral code)

Accountant Modules

  • Free
    4 Lessons

    Business Advisory – A Simple Pathway

    This foundation module for CAs & CPAs outlines why you can begin delivering advisory services immediately, the criteria for membership & cost, the income you will be able to generate, our guarantee and the ongoing support provided.
  • Free
    5 Lessons

    Performance Reporting Productivity & Profit Improvement Planning

    This course is for CAs & CPAs who aspire to an expanded responsibility, where in addition to preparing the lagging indicators of performance they are able to influence management decision making so their clients are better able to solve problems, increase profitability, take advantage of growth opportunities, and improve lifestyles.
  • Free
    4 Lessons

    Business Advisory – A Simple Pathway

    This foundation module for CAs & CPAs outlines why you can begin delivering advisory services immediately, the criteria for membership & cost, the income you will be able to generate, our guarantee and the ongoing support provided.
  • Free
    5 Lessons

    Performance Reporting Productivity & Profit Improvement Planning

    This course is for CAs & CPAs who aspire to an expanded responsibility, where in addition to preparing the lagging indicators of performance they are able to influence management decision making so their clients are better able to solve problems, increase profitability, take advantage of growth opportunities, and improve lifestyles.
  • Not Enrolled
    0 Lessons

    Contribution Based Activity – Introduction

    Whilst at the Business Management School within the University of New England Professor Keith Cleland developed Contribution Based Activity theory (CBA), specifically for use by accountants to help clients increase profit.  CBA allows key decision-making information to be delivered to management in a timely manner and in a form easily understood by non-accountants.
    ProfitSURGE Accountants Only
  • Not Enrolled
    0 Lessons

    Dirty Dashboards that Work

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    ProfitSURGE Accountants Only
  • Not Enrolled
    0 Lessons

    The Art of Consulting Conversations

    This project will make it easy for accountants to build advisory relationships with their clients, debunk myths as to the attributes required to be a good advisor, and lead to the generation of new fees from the business owners you already work with.
    ProfitSURGE Accountants Only
  • Not Enrolled
    0 Lessons

    Contribution Based Activity – Introduction

    Whilst at the Business Management School within the University of New England Professor Keith Cleland developed Contribution Based Activity theory (CBA), specifically for use by accountants to help clients increase profit.  CBA allows key decision-making information to be delivered to management in a timely manner and in a form easily understood by non-accountants.
    ProfitSURGE Accountants Only
  • Not Enrolled
    0 Lessons

    Dirty Dashboards that Work

    Sed ut perspiciatis, unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam eaque ipsa, quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt, explicabo. Nemo enim ipsam voluptatem, quia voluptas sit, aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos, qui ratione voluptatem sequi nesciunt, neque porro quisquam est, qui dolorem ipsum, quia dolor sit amet consectetur adipisci[ng] velit, sed quia non numquam [do] eius modi tempora inci[di]dunt, ut labore et dolore magnam aliquam quaerat voluptatem. Ut enim ad minima veniam, quis nostrum[d] exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur?
    ProfitSURGE Accountants Only
  • Not Enrolled
    0 Lessons

    The Art of Consulting Conversations

    This project will make it easy for accountants to build advisory relationships with their clients, debunk myths as to the attributes required to be a good advisor, and lead to the generation of new fees from the business owners you already work with.
    ProfitSURGE Accountants Only

More reviews from our clients

The most relevant and useful business training I’ve ever done. I wanted to stop, rewind, and ponder most points.
Naomi
Excellent program, well presented, a must for any business owner and manager. It has already improved our business and I am thankful for that. This is a program every business owner should complete.
David
I see huge potential for us to improve the profitability of our business and only wish I had done this program earlier"
Dave
One of the best pieces of advice I have ever been given, I have a lot on my plate now, but I will be acting to implement that suggestion immediately. (talking about checklist of value delivered).
Elizabeth