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Future Focused Business: Awareness

Future Focused Business: Awareness

Future Focused Business: Awareness (Tier 1) is designed to give small business owners total clarity over their financial baseline. Built on the Profit First methodology, this tier provides practical workbooks, step-by-step video lessons, and optional weekly group coaching to help you understand your real numbers and build a repeatable habit of profit—no finance degree required.
1 Course Members
24 Lectures

What Will You Learn?

Vital need identified
Bank Accounts set up
The Profit First Prophet Set Up
The Profit First System set up & implemented

About This Course

WELCOME TO TIER 1

Know what's actually happening in your numbers.

Every business we've worked with starts in the exact same place: Awareness. Before you can drive higher revenue, increase profit margins, or scale your operations, you need total clarity on where your money is actually going right now.

Awareness is Tier 1 of the Future Focused Business program — a structured, practical coaching sequence built on the proven Profit First methodology. No finance degree required. We give you the foundation to strip away financial guesswork, look at your numbers without overwhelm, and turn financial control into a repeatable habit.


WHAT'S INSIDE

What you'll accomplish in this tier

Through practical, step-by-step workbooks and concise teaching videos, you will:

  • — Identify Your Vital Need: Gain clarity on your personal and business financial goals so your business can support the lifestyle and future you want to build.
  • — Set Up Your Profit First Bank Accounts: Create the dedicated bank account structure needed to separate Profit, Owner's Pay, Tax, Operating Expenses, and other essential allocations.
  • — Configure the Profit First Allocation System: Establish your target percentages and set up the Profit First framework tailored to your business.
  • — Implement a Sustainable Cash Flow System: Put the complete Profit First system into action so your cash flow is organised, predictable, and working for you.

Done Is When...

Your Profit First cash flow system is fully set up and running smoothly, and you can confidently forecast your bank balances months in advance. By removing financial uncertainty and managing cash proactively, you can focus on long-term growth, profitability, and building your legacy.

HOW IT WORKS

Learn it, apply it, bring it to the group

  • — Practical Workbook: Complete real prompts using your real business numbers at your own pace.
  • — Short Teaching Videos: Bite-sized lessons guiding you through the core concepts of each module.
  • — Weekly Group Coaching (Optional): Join live calls to review your work, ask questions, and refine your numbers with peers and a coach.
FIRST INTAKE SPECIAL OFFER

Start Awareness for half price ($1,100 inc. GST)

To welcome our very first intake, the Awareness tier is 50% off — $1,100 inc. GST instead of $2,200.

This special offer is available for anyone who enrolls before 10 September 2026.

Requirements

Signed Engagement Letter
Requirements

FAQ

Check the frequently asked questions about this course.

Who is Future Focused Business for?
Future Focused Business is for established business owners who are ready to get serious about the financial health of their business — using the Profit First method and the Business Priority Pyramid as the framework. It suits owners who want structure, honest self-assessment, and coaching support, rather than a quick fix.
Do I need to already know Profit First before I start?
No. The early modules build the Profit First foundations from the ground up. Prior exposure to Profit First is a bonus, not a requirement.
How much time do I need to commit?
Each workbook is designed to be worked through at your own pace, and the weekly Group Coaching Calls run for around an hour. We recommend setting aside 1-2 hours per week to work on your business, by working through the workbooks, watching videos or attending calls. Beyond that, the time commitment is really up to you — the more consistently you engage with a module, the more you'll get out of it before moving to the next.
Is this delivered online or in person?
Future Focused Business is delivered online through our Platform — workbooks, videos, and Group Coaching Calls are all accessible remotely, so you can work through the program from anywhere.
What does the program actually include?
Three things: a workbook and resources for each module, supporting videos, and weekly live Group Coaching Calls where you can work through whatever stage you're currently on with PFAC and your peers.
How is the program structured?
Future Focused Business follows the Business Priority Pyramid — six tiers, from Awareness at the base through Sales, Profit, Structure, Impact, and Legacy at the peak. Each tier is built on the one below it, so the modules are designed to be worked through in that order.
Do I have to complete the modules in order?
Yes — the pyramid is sequential, not a menu. A weak foundation lower in the pyramid usually explains the struggles that show up higher up, so each tier needs to be genuinely in place before the next one can hold weight.
How long does the whole program take?
There's no fixed end date — Future Focused Business is self-paced, and you move to the next module when you're ready and have paid for it. Most participants find a rhythm of one module at a time, supported by the weekly calls, works best. It’s likely that it will take 1-3 months to complete each module, depending on how much work you put in and what systems have already been developed in your business.
What if I get stuck on a module?
That's exactly what the weekly Group Coaching Calls are for. Bring whatever you're working through — or stuck on — to a call, and work through it with PFAC and the group. You can also reach out directly between calls.
How does payment work?
You pay for each module individually, as you reach it — not one large upfront fee for the whole program. This lets you move through Future Focused Business at a pace and cost that suits your business.
Why pay per module instead of upfront?
It means you're never paying for content you haven't reached yet, and you can pause between modules if you need to without losing anything you've already paid for and completed.
Can the price of a module change?
Pricing for a module you haven't yet purchased may change from time to time. Once you've paid for and been given access to a module, that price doesn't change retrospectively.
What if I don't finish a module before moving on?
Modules you've paid for stay accessible, so you can return to finish a workbook or rewatch a video at any point. See our Terms and Conditions for the full access period.
Are the weekly calls compulsory?
No — attendance isn't mandatory. You're welcome to work through Future Focused Business using just the workbooks and videos if that suits you better.
What actually happens on a call?
You bring wherever you're currently up to in the program — a question, a sticking point, a number you want a second opinion on — and the group works through it together, with PFAC coaching the discussion. You might be able to share what’s happened to you and your business to help others experiencing the same problems.
Will I have to share my financial information with the group?
Only what you choose to. The calls work on voluntary disclosure — many participants find sharing their numbers with a trusted group is one of the most valuable parts of the program, but nothing is compulsory.
Is what's said on a call kept confidential?
Yes. Everyone on a call agrees to keep what's shared by other participants confidential and not to discuss it outside the group. Full detail is in our Terms and Conditions.
What results can I realistically expect?
Results depend on how consistently you implement — but participants who work through the modules and engage with the weekly calls typically see clearer visibility over their numbers early on, followed by steadier cashflow and more consistent owner pay as they move up the pyramid.
Is this financial, legal or tax advice?
No. Future Focused Business is general business coaching and education built around the Profit First framework and accountability to keep building your business. For a decision specific to your circumstances — structuring, tax planning, or a legal matter — we'll always point you to a qualified professional, and you should seek that advice before acting.
Does this work for a not-for-profit or sole trader, not just a growth business?
Yes. The Profit First framework and the Business Priority Pyramid apply regardless of structure — the numbers and the language adjust, but the sequence of Awareness through to Legacy holds for a not-for-profit protecting its mission or a sole trader building an asset, not just a $750k+ business.
What do I need to access the platform?
Just a device, an internet connection, and a browser capable of streaming video and viewing PDF or online workbooks — no special software required.
Who do I contact if I have a question that isn't answered here?
Reach out any time — admin@profit1st.com.au or 1800 PFA AUS / 1800 732 287. We're always happy to talk through whether Future Focused Business is the right fit, or to help with anything practical along the way.
Jodi Porteous
Jodi Porteous
(5)
7 Courses
2 Course Members
I’m a Money Management Coach who helps couples cut money stress and make clear, values-based decisions. After 20+ years in tax, I now focus on simple, flexible systems—through one-to-one coaching and my group program “Where Did My Money Go?”—so you can stay on track as life changes.
Curriculum Overview

This course includes 6 modules, 24 lessons, and 5:00 hours of materials.

Welcome to Future Focus Business
2 Parts
Meet Your Hosts: The Story Behind Future Focus Business
Free

In this introductory lesson, Jodi Porteous and Vanessa Fiducia share their personal business journeys and the experiences that led them to create Future Focus Business.



You'll hear how both women transformed from working tirelessly in their businesses to building systems, creating freedom, and helping business owners develop greater confidence with their finances. They discuss why money conversations are often avoided, why that needs to change, and how understanding your numbers can help you create a sustainable, profitable business.



Most importantly, they introduce the philosophy behind "Profit Builds Legacy" and explain how profitability can create opportunities, freedom, security, and a lasting impact for future generations.



By the end of this lesson, you'll understand:



Why this programme was created
The journeys of Jodi and Vanessa
The importance of openly discussing money and business finances
What "Profit Builds Legacy" means
How this community can support your business growth journey

Volume -
Understanding the Future Focused Business Pyramid

Before you can grow a successful and sustainable business, you need a clear roadmap.



In this lesson, Jodi Porteous and Vanessa Fiducia introduce the Future Focused Business Pyramid and explain how each layer builds upon the next to create stronger foundations, greater profitability, and a business that supports your long-term vision.



You'll gain an overview of the key stages within the program, including Awareness, Sales, Profit, Team, Structure, and Legacy, and learn why Awareness is the essential starting point for every business owner.



By the end of this lesson, you'll understand how the Future Focused Business framework is designed to help you identify where your business is today, uncover your greatest opportunities for growth, and focus on the areas that will have the biggest impact on your future success.

Volume -
Identify Your Legacy
4 Parts | 1:00 Hours
Workbook

This workbook has two parts. First, you'll dig beneath the surface to find your WHY — the real reason this business exists, beyond making money. Then you'll use that WHY to define your Legacy — what you want to be true about this business, and about your life, once the profit has been building for years.



Please download the attached workbook before starting, as you will need it to follow along with the lesson. Once downloaded, mark this lesson as completed so you can progress to the next section.



Write freely. There are no perfect answers here, only honest ones. Come back to this workbook as your business grows — your WHY tends to stay constant, but how you describe your Legacy often sharpens with time.

Volume 0.1 MB
Your Business Goals

By the end of this lesson, you will understand how defining your business purpose, goals, and vision can make profitability more meaningful and intentional. You'll identify why profit matters to you, what you want your business to achieve in the future, and how aligning your financial goals with your long-term aspirations can help you make more purposeful business decisions.

Volume -
Aligning your Business & Personal Goals

Define the life you want first, calculate what it costs, then use Profit First principles to build a business that consistently generates the profit needed to fund that lifestyle.

Volume -
Coaching Session / Group Call

Join this interactive group coaching call to refine, test, and finalise your Future Focused Business Statement. Having completed your workbook, this live session offers a collaborative space to bring both your WHY and Legacy statements into focus through real-time feedback and direct coaching. We will workshop your statements to ensure they are sharp, specific to your business, and strong enough to serve as your ultimate strategic gut-check. You will leave this session with absolute clarity on how your revenue and profit goals directly fund your long-term legacy, giving you the confidence to lead with purpose and direction.

Start Date 2 Oct 2026 | 10:00 am
Duration 60 Minutes
Profit First Methodology
6 Parts | 1:00 Hours
Workbook

This workbook helps you shift your business from top-line revenue thinking to a profit-first mindset. You will map out your current cash movement, calculate your foundational allocation percentages, and set up the framework to take your profit before paying operating expenses.



Please download the attached workbook before starting, as you will need it to follow along with the lesson. Once downloaded, mark this lesson as completed so you can progress to the next section.



Work through the numbers honestly. There are no perfect starting figures, only clear baseline measurements to help you build a permanently profitable business.

Volume 0.17 MB
Introduction to Profit First

Transform your business from a cash-hungry operation into a permanently profitable engine. In this comprehensive lesson, we break down the core mechanics of Profit First—from behavioral money management and core bank account setups to managing allocation rhythms, navigating cash tightness, and implementing the exact framework needed to ensure your business predictably funds your long-term legacy.

Volume -
How To Calculate Your Percentages

Using your Profit and Loss and Balance sheet, you will be able to work out where you need to find the numbers you need to calculate your profit first percentages.

Volume -
Target Percentages and the Instant Assessment

Determine your Real Revenue, use the Instant Assessment to understand your current financial allocations, and then gradually move toward the Profit First target percentages to build a healthier, more profitable business.

Volume -
General Bank Account Overview

This lesson introduces the Profit First bank account system, where all income is deposited into an Income Account and then regularly allocated into separate accounts for Profit, Operating Expenses, Tax, and Owner's Pay. Businesses with stock, materials, or subcontractor costs should also maintain a dedicated account for those expenses. By allocating money based on set percentages each week or fortnight, business owners gain better control over cash flow, ensure profit is prioritised, stay prepared for tax obligations, and guarantee they pay themselves consistently.

Volume -
Coaching Session / Group Call

Join this interactive group coaching call to review, refine, and strengthen your Profit First implementation within your business. Having completed your workbook and foundational setup, this live session provides an opportunity to gain expert feedback on your bank account structure, allocation percentages, cash flow visibility, and overall financial clarity.



Together, we will workshop your Profit First system to ensure it is aligned with your business goals, operating effectively, and providing the financial awareness needed to make confident decisions. We will also address common challenges, identify opportunities for improvement, and help you establish consistent habits that support long-term success.



You will leave this session with greater confidence in your Profit First methodology, a clearer understanding of your cash flow, and a practical action plan to ensure your financial systems continue to support sustainable business growth and your long-term legacy.

Start Date 16 Oct 2026 | 10:00 am
Duration 60 Minutes
Know Your Numbers
5 Parts | 1:00 Hours
Workbook - Know Your Numbers

Complete the Know Your Numbers Workbook to assess your current financial position and build a stronger understanding of the key metrics that drive your business. This workbook will help you gather the information needed for the lessons ahead and establish a baseline for measuring future growth.

Volume 0.38 MB
How to Read Financial Reports

Learn how to confidently read and interpret the key financial reports every business owner should understand. This lesson breaks down your Profit & Loss Statement, Balance Sheet, and Cash Flow information into simple, practical insights so you can make informed business decisions with confidence.

Volume -
Calculating your KPIs (Part 1)

Discover the essential Key Performance Indicators (KPIs) that provide visibility into the health of your business. In this lesson, you'll learn how to calculate, track, and understand the most important financial metrics that influence profitability, cash flow, and business performance.

Volume -
Calculating your KPIs (Part 2)

Build on the foundations from Part 1 by calculating additional KPIs and learning how to use them to identify trends, opportunities, and potential risks within your business. By the end of this lesson, you'll have a practical KPI dashboard to support better decision-making and long-term growth.

Volume -
Coaching Session / Group Call

Join this interactive group coaching call to review your financial reports, KPI calculations, and key business metrics. This session provides an opportunity to ask questions, gain expert feedback, and ensure you're interpreting your numbers correctly. You will leave with greater confidence in understanding your business performance and clarity on which numbers matter most for achieving your goals.

Start Date 30 Oct 2026 | 10:00 am
Duration 60 Minutes
Cashflow Forecasting
3 Parts | 1:00 Hours
Workbook - Cashflow Forecasting

Complete the Cash Flow Forecasting Workbook to map out your expected income, expenses, and cash position over the coming months. This exercise will help you move from reactive decision-making to proactive planning by giving you greater visibility over your business's future financial position.

Volume 0.38 MB
Why short term cash flow projections are harming your business

Long-term cash flow forecasting is vital in accounting for several reasons. It helps anticipate future financial needs, identify potential cash shortages, plan for investments, and assess the impact of strategic decisions on liquidity. It also aids in securing financing, managing working capital, and ensuring the sustainability and growth of the business over time.

Volume -
Coaching Session / Group Call

Join this interactive group coaching call to review your cash flow forecast and gain expert feedback on your assumptions, projections, and planning process. Together, we'll identify potential risks, opportunities, and blind spots so you can build a forecast that supports confident decision-making and long-term business success. You will leave with greater certainty about your future cash position and a clearer plan for achieving your business goals.

Start Date 13 Nov 2026 | 10:00 am
Duration 60 Minutes
Behavioural Awareness
4 Parts | 1:00 Hours
Workbook - Behavioural Awareness

Complete the Behavioural Awareness Workbook to explore the habits, mindsets, and routines that influence your financial decision-making. This workbook will help you identify behaviours that support financial success, uncover areas for improvement, and create a consistent rhythm for managing your business finances.

Volume 0.09 MB
Behavioural Awareness: Building Consistent Money Habits

This lesson focuses on behavioural awareness, the final component of the Awareness Tier, and highlights the importance of consistency in making Profit First successful. You'll learn how to establish regular money management routines, develop healthy financial habits, and build awareness around how you react to and make decisions based on your bank balances. A key principle of Profit First is the "no stealing" rule. Avoid moving money between accounts to cover shortfalls. If an account consistently runs out of funds, it may indicate that your allocation percentages or account structure need adjusting. The lesson also reinforces the idea that every bank account should have a clear purpose, and if needed, additional accounts can be created to better support your business needs. Ultimately, success with Profit First comes from maintaining consistent allocation rhythms, trusting the system, and allowing your financial habits to become second nature over time.

Volume -
Congratulations! Your Awareness Foundation Is Complete

You've successfully completed the Awareness Foundation, one of the most important stages of building a financially healthy and sustainable business.



By completing this module, you've gained greater clarity over your finances, implemented tools to improve cash flow visibility, and built the confidence to make more informed business decisions. These aren't just business skills. They're lifelong skills that can support better financial outcomes both in business and in your personal life.



In this final lesson, Jodi and Vanessa celebrate your progress, share their key takeaways, and help you prepare for the next stage of your business growth journey. You'll also learn why ongoing consistency, regular reviews, and maintaining financial clarity are essential for long-term success.

Volume -
Coaching Session / Group Call

Join this interactive group coaching call to discuss your learnings from the Behavioural Awareness module and receive support in strengthening your financial habits and routines. Together, we'll address challenges, share wins, and explore practical ways to maintain consistency within your Profit First system. You'll leave with greater confidence, accountability, and a clear plan for sustaining positive financial behaviours moving forward.

Start Date 27 Nov 2026 | 10:00 am
Duration 60 Minutes
Certificates
1 Parts
Course Certificate
Course Certificate
Upon completing all lessons in this course, you will receive this certificate.
Type Course Certificate
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Future Focused Business: Awareness
$2000
+ $200 Tax

This Course Includes

Downloadable Content
Official Certificate
Coach Support
Course Forum

Course Specifications

Start Date
16 Sep 2026 | 09:00 am
Sections
6
Lessons
24
Capacity
Unlimited
Duration
2:00 Hours
Course Members
1
Created Date
26 Aug 2026
Updated Date
21 Oct 2026
Future Focused Business: Awareness
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Future Focused Business: Awareness