Course curriculum

    1. Welcome

    1. Intro

    2. Cashflow Terminology

    3. Managing Cashflow

    4. Cashflow Forecasting

    5. Test Your Knowledge

    1. Intro

    2. P&L and Financial Terminology

    3. Your P&L and What It Shows You

    4. How Your P&L Connects to Operational Decisions

    5. Your Financial Levers

    6. Test Your Knowledge

    1. Intro

    2. Time-related Terminology

    3. Time Tracking: Best Practice

    4. Utilization: The Analysis of Time

    5. Capacity: Looking Forward

    6. Operational Levers That Actually Move Your Margin

    7. Overservicing: The Silent Killer

    8. Test Your Knowledge

    1. Intro

    2. Revenue Recognition: Invoicing ≠ Earning

    3. Recovery: Time Spent vs Time Paid For

    4. Billable Paid: How Much of Your Team's Time Actually Turned into Revenue?

    5. Test Your Knowledge

    1. Intro

    2. Pricing & Commercial Terminology

    3. Building a Rate Card That Protects Your Margin

    4. Test Your Knowledge

  • Free
  • 35 lessons
  • 2.5 hours of video content

Your instructors

Rich Brett

FinOps Consultant

Rich Brett has spent fifteen years in finance, ten of them inside agencies including We Are Social and Kyan. In 2022 he founded Rich Brett FinOps, working with agency and consultancy owners to connect finance and operations. He's worked with businesses ranging from £300k to £60m in revenue.

Harv Nagra

Ops Consultant

After building his career in delivery and operations, Harv Nagra now leads Brand Communications at Scoro. He’s also the host of The Handbook: The Operations Podcast, exploring what it really takes to scale operationally mature service businesses.