Financial Calendar Planning Workshop
Running a business means juggling tax deadlines, quarterly reviews, and end-of-year reporting. Most business owners miss opportunities because they're reacting instead of planning. Our autumn 2025 program teaches you how to build a financial calendar that actually works for your business rhythm.
Register Your Interest
Meet Your Instructors
We've brought together people who've actually navigated the chaos of Australian financial compliance. They've made the mistakes so you don't have to.
Kieran Walsh
Tax Compliance Lead
Spent twelve years helping Geelong manufacturers understand BAS requirements. Started because he was tired of seeing good businesses get caught out by preventable mistakes.
Veronica Stein
Cash Flow Strategist
Worked with hospitality businesses through COVID lockdowns. Knows exactly what happens when your cash flow calendar falls apart during unexpected disruptions.
Eloise Navarro
Planning Systems Designer
Built financial calendars for construction companies juggling multiple projects. Her systems help you see three months ahead instead of scrambling week to week.
Beatrix Caldwell
Year-End Preparation Specialist
Former internal accountant for retail chains. Teaches the November-to-June rhythm that makes EOFY manageable instead of a panic-fueled nightmare every June.
What We'll Cover Together
This isn't about theoretical best practices. We're working through real financial calendar challenges using your actual business obligations and deadlines. You'll leave with a system you can start using immediately.
Building Your Base Calendar
We start by mapping every tax deadline, super payment, and reporting requirement for your specific business structure. You'd be surprised how many obligations people forget until they arrive.
Cash Flow Mapping
Matching your payment obligations to your actual income patterns. Retail Christmas peaks look nothing like construction project cycles, and your calendar needs to reflect that reality.
Buffer Zone Planning
How to build breathing room around major deadlines so you're not scrambling. We'll show you where businesses typically get squeezed and how to avoid those pressure points.
Review Checkpoint System
Setting up monthly and quarterly review points that actually help you adjust course. Most businesses only look at numbers when something's already wrong.
Emergency Scenario Planning
What happens when a major client pays late or an unexpected expense hits? We'll work through backup plans so your whole calendar doesn't collapse from one disruption.
Common Problems We'll Address
These are the issues that keep coming up with Australian small businesses. If you've experienced any of these, you're exactly who this program is designed for.
Missing ATO Deadlines
You know the due dates exist, but they sneak up anyway because you're busy running the actual business. We'll create a notification system that gives you proper lead time for preparation.
Cash Crunches at Tax Time
The money was there last month, but now you're scrambling to cover your BAS payment. You'll learn to set aside the right amounts at the right intervals so you're never caught short.
Rushed Financial Reports
Throwing together numbers at the last minute means missing insights that could improve your business. We'll build review points into your calendar that give you time to actually understand what the figures mean.
Chaotic Year-End Close
June becomes a nightmare of receipts, reconciliations, and regrets. The program shows you how to spread year-end tasks across the whole year so June is just another month.