THE MI$$ING FINANCE COURSE

FinOps — short for financial operations — is what happens when finance and ops stop working in separate silos and start working together. In a professional services firm, that means connecting how work gets delivered to how the business makes (or loses) money. It covers everything from how you invoice and manage cash, to how you read a P&L, price work correctly, and track utilisation. The goal is to make better decisions faster — because the framework to do that is already in place, not assembled at year-end.

Ops leads, finance managers, and senior ops hires at agencies and consultancies — but also individual contributors who want to get more commercially fluent in their role. Whether you're running the numbers or just trying to understand them better, you can work pick the learning path that suits you.

No. The course is built for practitioners, not accountants. Rich and Harv deliberately strip out the jargon and build from first principles — cash flow, invoicing, P&L, revenue recognition, pricing, utilization. If you can read a basic business number, you can follow this.

You'll be able to read and interrogate a P&L, understand why revenue recognition matters and how to do it, build a rate card that protects your margin, track utilization properly, and spot financial risk in a project before it becomes a problem. The focus is practical — things you can put into practice immediately.

No. The principles apply regardless of whether you're using Scoro, spreadsheets, or another PSA. Where examples reference tooling, the concept is always the main point.

Rich Brett is a FinOps advisor with 15 years in finance, 10 of them inside agencies. He joined We Are Social when it had 50 people and left as Head of Finance when it had over 150. He then led finance and operations at Kyan through a period where revenue doubled. He started Rich Brett FinOps in 2022 and has since worked with firms ranging from £300k to £60m in revenue. Harv Nagra is Head of Brand Communications at Scoro and host of The Handbook: The Operations Podcast. He spent years as a digital director and group operations director at a multi-entity consultancy — and built this course partly because nobody ever properly explained this stuff to him either.

Yes, and that's exactly what it's designed for. The course is free and built to be embedded directly into your business — whether that's new starter onboarding, internal training, or leadership development. Share it as widely as you like.