sixty:forty Financial House Keeping Course

Financial Housekeeping

The Financial Housekeeping Course Gives You The Simplest Way To Improve the Financial Systems in your Business In 30 Days Or Less With OUT Trying To Do Everything Yourself


What you will Learn


How to quickly determine the financial health of your business.


The power to understand what each line means on your financials, so you can quickly identify where you need to focus your attention.


The specific steps you need to take in generating reports along with what routines to follow so that your Finance Function works like a dream.


Teaches you to recognise that your financial statements are a window into your business - they reveal the health and overall performance.


Where you can put systems to work for you. Stop working so hard for your business - instead, get your business to work harder for you.

By the time we’re finished, you will have peace of mind as you develop greater control over your financial future.

Here’s what we’ll create together ….

First off, we are not coaches and we are not consultants. We are ‘Coach-sultants’ who show you what you need to get done and how to actually make it happen.

We’ve seen what works in starting and building businesses (and more importantly what doesn’t). We know what it takes to get your small business running in such a way that both your business and life can become more carefree and enjoyable.

So while there’s no guarantee of success in business, there’s a number of things that you can do along the way to increase your chance of survival..

Turn your business from ordianry, hard work into an extraordinary busienss that supports the life that you want, giving you more time to do the things that you want to do.

This is a practical and hands-on workshop, where you will:

  • Build a reporting rhythm based upon what you need to run your business.
  • Learn to use control worksheets to ensure the accuracy of your data.
  • Begin Building your Financial Organisation Chart by knowing ‘who’ your business needs and clearly identifying ‘what’ they should be doing.
  • You will get all of our Daily, Weekly, Monthly, Quarterly and Annual checklists and processes to be able to do this for yourself, or train a team member to do it for you.

Cut through all of this noise and join Sheree Cusack, sixty:forty co-founder, as she breaks down how to take control of the financial systems in your business.

We offer a Financial Housekeeping Certification Pathway. This means you can help our small business owners get this work done. If you are you looking to turn your organisation and financial administration into a recognised skill – check out our Micro Certification here.

Workshop Breakdown

Part 1 - Getting Started

This is one area where the time you spend in getting things setup properly pays dividends in the long term. We want you to be able to keep a very clean set of books, with only as many accounts as you need that will give you all of the information you need to effectively run your business.

Part 2 - Fundamentals

Financial Housekeeping isn’t only about your financials, it is also about compliance matters and making sure that things get done when you need them to, and so that you can start running your business in a proactive way. You get access to a templated compliance calendar to use in your own business.

Part 3 - Finance

Normally any discussion on financials would centre on your Balance Sheet and the Profit & Loss however we aren’t going to do this – instead we break down what you should look at into different areas of focus. The first is finance. This includes your banking facilities, how you use them and who you owe

Part 4 - Assets

Building up the assets that you own is a very big part of why you’re in business. The goal is to build a strong balance sheet, one that will help support you and your business through the good times … and the bad.

Part 5 - Operations

This module takes a look at how you might choose to run your workflow processes and different methods of valuation that you can use. Choices made here are a driver of how you calculate your cost of sales and maintain inventory.

Part 6 - Profit & Loss (Income)

Knowing exactly how your business makes money is essential to being able to optimize your income. Having someone accountable for each line of your Profit & Loss should be something that you ultimately have in place. This series of lessons look at the different types of income and how you can work with them in your reporting.

Part 7 - Profit & Loss (Expenses)

Expenses – do you pay yourself first or last? Are you being paid a real wage and then having the business show a return on top? This module takes a deep dive into your expenses and asks you take a close look at what you are spending on a weekly and monthly basis.

Part 8 - Equity

The equity is what’s left after everything else has been taken into account– this is the end point – but equity isn’t just about the financials, it is also in your future bank – this includes the lifetime value of your customers. By the end of this module you will see what equity means to you and the financial future of your business.

Part 9 - The Checklists

Systems set you free. Building a regular rhythm based upon standardised methods mean that you will always compare apples with apples. Building from all of the earlier modules we will work through each of the checklists and you can see how these will apply to your business. Managing compliance in a standardised way saves time and reduces drama. This module introduces you to a range of SOP’s including templates and processes.

Part 10 - Working with Your Accountant

You’ve done a lot of the work in putting together the paperwork, now is the time to communicate with your accountant about what you have and what you might need help with. With a lot of accounting firms now moving paperless, you can save time and money on compliance matters. The checklists and worksheets we share with you will reduce duplication and support better record keeping.

Sheree Cusack

Meet your Instructor

Sheree Cusack

Sheree is co-founder of sixty:forty, a Public Accountant and Registered Tax Agent. She holds an undergraduate Bachelor’s degree from UNE and a Masters degree in Taxation from UNSW. As a long term member of CPA Australia and a Chartered Tax Advisor she has operated her own public accounting practice firm from 2005. Since starting the firm, she has helped hundreds of small business owners to manage their cash flow, improve their net profit and increase their number of days off.