Rethink How Money Moves Through Your Business
Most financial plans lock you into rigid forecasts that crumble when reality shifts. We teach rolling budget techniques that adapt weekly—giving you control without the constant panic of missed targets or stale projections.
Start Your Journey
A Learning Path That Builds Real Capability
Our structured approach takes you from basic rolling forecast concepts through to sophisticated variance analysis—each phase designed to complement how you actually run your business in 2025.
Foundations
Learn why static annual budgets fail modern businesses and how rolling forecasts create breathing room when markets shift unexpectedly.
- Weekly vs monthly rolling windows
- Data collection frameworks
- Version control practices
- Stakeholder communication
Implementation
Build your first rolling budget model using real business scenarios. We work through common mistakes so you avoid them in your own operation.
- Spreadsheet architecture
- Automation touchpoints
- Historical trend integration
- Scenario planning structures
Optimization
Refine your approach with variance analysis and predictive adjustments that keep forecasts accurate even during volatile periods.
- Deviation pattern recognition
- Adjustment triggers
- Team review processes
- Performance dashboards
What Changes When You Apply This
Traditional budgeting creates a yearly guessing game. You set targets in November for the following December, then spend twelve months explaining why actual results don't match the spreadsheet.
Rolling budgets flip that. You're constantly updating a forward-looking window—usually 12 to 18 months—which means your forecast always reflects current business conditions rather than outdated assumptions.
The practical result? Better resource allocation, fewer emergency meetings about budget overruns, and financial plans that actually guide decision-making instead of gathering dust.
Forecast Accuracy
+42%
Planning Time
-35%
How the Learning Unfolds
We've structured this around how people actually absorb financial planning concepts—starting with why the method works, then moving through hands-on application.
Module One: The Rolling Budget Framework
Understand the core mechanics. You'll examine case studies from Australian businesses that switched from annual to rolling budgets, including what went wrong in the first quarter and how they corrected course.
Module Two: Building Your Model
Construct a working budget template tailored to your industry. We provide starter spreadsheets but encourage customization based on your specific cost drivers and revenue patterns.
Module Three: Integration and Reporting
Connect your rolling budget to existing accounting systems and create reports that actually get read. This module focuses heavily on communication—because the best forecast is useless if your team ignores it.
Module Four: Advanced Techniques
Explore scenario modeling, driver-based forecasting, and automated variance alerts. You'll also learn when to trust the model and when to override it based on qualitative factors.
Sienna Byrne
Financial Planning Specialist with twelve years in adaptive forecasting methods
Freya Kowalski
Budget Implementation Advisor focused on mid-market business transitions
Who This Program Serves
This isn't entry-level bookkeeping. We're looking for finance managers, business owners, and department heads who already understand basic financial statements but want better forecasting tools.
You might be running a growing business where your annual budget becomes obsolete by March. Or managing a team that's constantly surprised by "unexpected" costs that could've been spotted earlier with proper rolling analysis.
The coursework assumes you're comfortable with spreadsheets and can interpret financial data. What you'll gain is a systematic approach to keeping that data relevant and actionable week after week.
What You Should Bring
- Basic understanding of financial statements and variance analysis
- Access to your company's historical financial data for practice exercises
- Willingness to challenge how your current budgeting process works
- Ability to commit four to six hours weekly over three months starting September 2025
Next Cohort Begins September 2025
We run limited-size groups to allow proper feedback on your budget models as you build them. Early registration opens May 2025, with the program kicking off first week of September.