Every month, Startup Sherpa clients join a live coaching session built around one question: what do you actually need to know to run a successful business — and how do you apply it right now?
Most business owners learn by trial and error — making expensive mistakes that a little knowledge would have prevented. The Startup Sherpa coaching program is designed to systematically close the gaps that cause businesses to struggle and fail.
Every month covers a different topic directly relevant to running and growing a business. New sessions are added regularly as the business landscape changes and as our clients grow — so whether you're in your first year or your fifth, there's always something relevant to where you are right now.
Craig on the coaching program — what it is, why it's built this way, and what it does for your business over time
Topics are added and refreshed regularly. Here's a sample from the current program — practical, specific, and directly relevant to the challenges growing businesses face.
Most business owners focus on revenue. The ones who grow fast focus on five specific levers — leads, conversion rate, transaction frequency, average sale value, and margins. Improve each by just 10% and your profit doesn't go up 10%. It compounds. This session shows you what those levers are and how to start pulling them.
Cashflow problems don't usually come from a bad business. They come from money sitting in one account with no plan for where it goes. This session introduces a simple allocation system — separate buckets for tax, operating costs, owner's pay, and profit — so you always know exactly where you stand and nothing catches you off guard.
Most business owners price by gut feel or by copying competitors. Neither works. This session covers how to price your products and services so the business actually makes money — not just revenue — and why the fear of charging what you're worth is costing you more than you think.
Your accountant can read your financials. Can you? This session demystifies the numbers — what your P&L is actually telling you, what the balance sheet means, and how to use both to make better decisions before problems show up in your bank account.
If your team can't make a decision without you, you don't have a business — you have a job with staff. This session covers how to build decision-making frameworks your team can follow, how to train people to solve problems without interrupting you, and how to protect your time for the work only you can do.
The right combination of tools, automations, and AI can make a team of two do the work of ten. This session covers how to audit what you're currently using, identify the gaps, and build a lean, leveraged tech setup that buys back your time without blowing your budget.
Topics rotate and evolve — new sessions are added regularly to reflect current business conditions, tax changes, and what our clients are working through.
You won't have Craig on speed dial. There are no emergency calls, no personal sessions on demand, and no unlimited access to Craig outside the monthly session.
The group format is a feature, not a limitation. The questions other business owners ask are often the exact questions you didn't know to ask. You'll learn from the room as much as from the presenter.
Summit clients receive everything above — plus a monthly one-on-one CFO meeting with Craig. That's a private session focused entirely on your business: your numbers, your strategy, and your specific challenges and opportunities for the month ahead.
It's not group coaching. It's as close to having a personal CFO and business advisor as most growing businesses will ever experience.
If your business is turning over $1M or more and you want that level of support, Summit is built for you.
We include the coaching in every package because accounting without business education is only half the job. We can keep your books clean, lodge your BAS, and minimise your tax — but if you don't understand how to grow your business, those numbers will stay small.
The accounting keeps you compliant. The coaching gets you to your first million.
Choose the level that matches where your business is today. All three include monthly live coaching — Summit adds a personal monthly CFO meeting.
Foundation compliance, BAS, tax returns, and monthly coaching to build your business knowledge as you grow.
Everything in Basecamp plus monthly bookkeeping, management reports, quarterly CFO meetings, and annual tax planning.
Everything in Ascent plus monthly CFO meetings with Craig, cashflow forecasting, KPI dashboard, and strategic advice.
Every Startup Sherpa package includes monthly live coaching. Choose your level and get started today.