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  • Cash Flow Coaching Kit

    The Cash Flow Coaching Kit is a resource designed for trusted advisers to help small businesses build their cash flow capability, meet financial commitments and remain viable.

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    Cash Flow Coaching Kit contents

    This is a flexible and practical resource. As an adviser, you can use it to deliver one-to-one or group coaching sessions. It is available in paper, digital and desktop app versions.

    With five practical tools, the kit helps you have a cash flow coaching conversation with your small business clients:

    1. Health check – 10 simple questions to build understanding of the health of a business and identify potential knowledge gaps:      
      • four key questions to work out the cash flow health of the business
      • six knowledge topic questions to identify potential knowledge gaps.
    2. Discover topics – foundational concepts that help you to help your clients identify how:      
      • cash flow issues emerge
      • to create effective cash flow management practices.
    3. Cash flow canvas – a powerful one-page visual tool showing how cash flows in and out of a business.
    4. Change levers – conversation prompts to work through scenarios that show clients how to:      
      • improve cash flow
      • identify actions to increase cash-in and reduce cash-out of their business.
    5. Action checklist – record the actions covered in the coaching session and help your client meet their goal to improve cash flow.


    Benefits for advisers

    As an adviser, you play a critical role as a source of advice and support for small business. The Cash Flow Coaching Kit gives you an evidence-based framework to:

    • start a coaching conversation with your clients about practical cash flow management practices to meet their financial commitments, including tax and super obligations
    • turn cash flow theory into practical solutions by identifying cash flow success factors focusing on 4 key questions:      
      • Are your clients trading profitably?
      • Have they put enough money aside to meet their regular financial commitments?
      • Does their business have enough to spend on themselves and pay others?
      • Is their business improving its financial position year on year to      
        • build action plans
        • plan ahead
        • set goals to be viable and thrive
    • help all business types at any stage of the business lifecycle.

    Show-me-how resources for advisers

    You can watch a series of show-me-how videos to understand more about using the Cash Flow Coaching Kit.


    Live webinars

    As an adviser, we encourage you to attend a live interactive webinar to learn more about the digital Cash Flow Coaching Kit.

    Session details and links to the registration pages on WebEx are in the table below. After registering, we will send a confirmation email to the email address you provide.

    Times listed will be:

    • Australian Eastern Standard Time (AEST) from April to September
    • Australian Eastern Daylight-saving Time (AEDT) from October to March.
    WebEx session details



    Cash Flow Coaching Kit – 1 hour introductory sessionExternal Link

    An interactive show-me-how introduction webinar with practical case scenarios.

    Getting the Cash Flow Coaching Kit

    If you are an adviser, you can get the following versions of the Cash Flow Coaching Kit:

    Contact us

    For more information email

    Last modified: 11 Apr 2023QC 57842