Masterclasses led by marisa fong
Our MASTERCLASS series
Includes; foundations for financial success, and clarity for the year ahead. Created for ambitious New Zealand-based female entrepreneurs ready to lead with confidence. These are in person, high impact days full of practical tools.
Foundations For Financial Success
Date: Friday, 21st November, 9:00 am - 4:00 pm
Location: Alberts, Auckland
Investment: Just $600 + GST (originally valued at $750)
Take control of your numbers before they control you.
This foundational workshop is for women who want to lead with confidence and finally understand the key financials driving their business, while efficiently managing cashflow. Featuring guest speaker Xero expert Chartered Accountant Yuri Cowan who will lead you through everything you need to know and help you set up reporting dashboards that work for you & more.
You’ll learn:
How to read and interpret profit & loss, balance sheet, and cashflow statements
Practical structuring of your P&L depending on your industry or neiche
How to understand the margins across your offerings
What key financial terms mean – in plain English
How to get better management of cashflow - cash is queen so we teach you how to maximise your working capital to pay your bills
What investors or lenders actually want to see
How to use your numbers to set better goals and stay in control
You’ll leave with:
Real confidence in managing your business finances and ability to pay your bills
Elite Xero dashboards that speak to you!
A working knowledge of the numbers that matter
Simple tools and checklists to use straight away
TESTIMONIALS
What others are saying about this masterclass
"I would 100% recommend this masterclass to other female founders"
"Getting clarity on what's important and understanding why it's important has been game changing"
"My life changed forever"
Clarity for the Year Ahead
Date: Friday, 20 February, 9:30 am - 3:30 pm
Location: Auckland
Investment: Just $500 + GST (originally valued at $750)
Start the year with strategy, not stress.
This Masterclass helps you build a high-performance plan for the FY27 ahead. It’s designed for business owners who want to grow with intention—using their data, goals and strategy to drive results across the next 12 months.
You’ll learn:
How to reflect on what worked—and what didn’t—in the previous year
How to set achievable but stretch targets based on your financials
Which KPIs to track monthly to stay on course
How to build a simple, effective 12-month budget and cashflow plan
How to prioritise marketing, sales and resourcing without blowing your budget
What makes a plan executable—not just aspirational
You’ll leave with:
A clear, personalised roadmap for the year ahead
Tools to monitor progress and adjust quickly
Greater alignment between your vision, team and numbers
Not 100% Sure Yet? Let’s Talk.
If you’re feeling unsure or just want to chat things out before diving in, book a call with Marisa. Whether you’ve got questions or need help figuring out if it’s the right fit, she’s here to talk it through with you on a free 15-minute call.
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NEWSLETTERS
Weekly bite sized knowledge shares
Event information
Other cool and handy stuff!
