Finally feel in control of your business finances

Our practical, real-world training gives you the clarity and confidence to make smarter decisions, plan ahead, and grow sustainably, without getting lost in spreadsheets or jargon. Whether you’re wrestling with cashflow, unsure how to read your financials, or thinking about what’s next for your business, we’ll show you how to use your numbers to lead, not just react.

 

✔️ Plan for the future with cashflow training that helps you stay ahead of slow seasons and surprise bills
✔️ Understand your numbers so you can track performance and act on insights, not gut feel
✔️ Prepare for what’s next with practical tools for succession and stepping back on your terms

 

Training is tailored to your pace and needs. It can be delivered in person or online, for individuals or groups. Scroll down to explore the packages that will give you the tools and confidence to lead your business forward.

Training Offers

Online Group Training Programme

  • Investment: $5,750 + GST

  • Delivery: 46 hours of face-to-face coaching in a small group setting

  • Includes:

    • Access to an online training platform with templates and resources, for one year

    • Private community group for peer support and ongoing Q&A

    • Networking and learning with other small business owners

Topics covered include:

  • How to build a business plan and align it with financial goals

  • Setting up Xero and payroll so reports are meaningful

  • Budgeting and gross profit margin analysis by profit centre

  • Using Kaizen techniques to lift team efficiency and profit

  • Uploading budgets into Xero and tracking actual vs plan

  • Cashflow forecasting, pricing, and profitability improvement

  • Reading financial statements and using them in decision-making

  • Creating org charts, payroll banding, and performance appraisals

  • KPIs, accountability structures, and marketing to your ideal customer

  • Business purpose, values, recruitment, and marketing alignment

  • Business valuation and identifying growth or risk areas

  • Adapting topics to suit the specific needs of each group

One-on-One Training Options

Each one-on-one session is recorded so the business owner can refer back to what was taught and apply it again confidently.

a) Getting Your Numbers to Tell a Story

  • Investment: $2,625 + GST

  • Set up Xero and payroll in a way that brings clarity

  • Identify profit centres and calculate gross profit margins

  • Learn how small changes can make a big difference in profit

b) Budget Creation and Xero Upload

  • Investment: $3,820 + GST

  • Create a budget that aligns with your business plan

  • Learn how to upload it into Xero and track performance

  • Explore profit improvement through small margin shifts

c) Cashflow Forecasting in Xero

  • Investment: $2,495 + GST

  • Understand the difference between profit and cash

  • Build and upload a working cashflow forecast in Xero

  • Learn strategies to improve day-to-day and seasonal cash position 

All training is practical, personalised, and focused on immediate improvements.

Hayley Hobson

Training led by someone who gets it and knows how to make it stick.

Hayley brings over 20 years of hands-on experience helping business owners build real financial capability. Before launching Team Direction, she ran Drive Accounting and delivered training through the Regional Business Partner (RBP) Network, working directly with business owners on cashflow, systems, reporting, and planning.

What sets Hayley apart is her ability to make finance feel practical and doable. She doesn’t just explain concepts; she gives you tools you can use straight away, in plain language, without the fluff. Her sessions are tailored, modern, and built around your real-world challenges, not textbook theory.

Business owners consistently praise her for helping them finally “get the numbers” and feel in control. From industry workshops to in-house training sessions, Hayley has worked across a wide range of sectors, giving her a grounded perspective and a practical edge.

Team Direction is expanding its training offering with a clear focus on making it easier for business owners to access the support they need. New modules and resources are being added to the website to help you sharpen your financial skills and lead with confidence.