The review templates
The actual sheets we use with clients, ready for your own numbers.
Free live masterclass · 90 minutes
Build a finance team that works without you
Most owners are not bad with money. They simply cannot see it clearly. In 90 minutes we will show you exactly where your cash is stuck, and the simple monthly routine that keeps it visible from then on.
- Find the money sitting in unpaid bills, stock and advances
- Keep your books correct every month, not just at year end
- Work out how much profit you can safely take out
- Run the whole thing in one 60-minute meeting a month
Taught by CA Sajal Goyal and CA Harshil Goyal — two Chartered Accountants who have worked with 500+ Indian businesses. Already attended by 2,000+ owners.
Inside the 90 minutes
What actually happens in the session
No long introductions and no slide show about us. Here is how the time is spent.
First 15 minutes
Why profit and cash are two different things
We start with the problem almost every owner feels but cannot explain — the books show a good month, the bank account does not agree. You will see exactly why that gap appears.
Next 30 minutes
Finding the money stuck in your business
The four places cash quietly sits: money customers owe you, stock that is not moving, advances paid too early, and penalties from late filings. We show you how to spot each one in your own numbers.
Next 30 minutes
The Finance Control Framework, step by step
The three reports worth reading, the fixed agenda for your monthly review, and the rule for deciding how much profit you can safely withdraw. This is the part you can put to work the next morning.
Last 15 minutes
Your questions, answered live
Bring your real situation. This is usually the part owners say they valued most, because the answer is about your business and not a general example.
Before you register
Is this class right for you?
We would rather you skip it than sit through 90 minutes that were never meant for you.
Join if this sounds like you
- You run a business and the finance side still depends on you
- You get reports, but they do not change what you decide
- Cash feels tight even in a good month
- You have no finance background, and that has never been fixed
- You want a routine, not another one-off report
Probably skip it if
- You already run a monthly finance review and trust your numbers
- You are looking for personal investment or stock market advice
- You want someone to take the work away rather than learn it
- You are a finance professional looking for advanced technical training
If the right-hand list is you, our services may fit better than the class.
What you keep
You leave with tools, not just notes
Everything below is yours to keep, whether or not you ever work with us.
A monthly checklist
A one-page list so nothing gets missed in your monthly review.
The framework itself
The full system explained, so you can set it up without us.
A clear next step
You will know the one number to fix first in your business.
The owners' community
Access to our free group, where we share templates and reminders.
Answers to your questions
Ask about your own situation and get a straight answer, live.
Endorsement
Why a coach to India's business owners sends them to us
Rahul Jain is one of the first business coaches in India. He recommends these sessions to the owners he mentors.
Two minutes, in his own words.
Who is teaching
Two Chartered Accountants, not marketers
They teach the same system they use with paying clients every week.
CA Sajal Goyal
Finance, tax and strategy · 20+ years
Has worked with 500+ businesses across manufacturing, D2C, retail, services and technology. He leads most of the session.
CA Harshil Goyal
Valuation and M&A · 16+ years
A Registered Valuer who has valued 200+ companies. He covers what your business is actually worth, and why it matters.
In their words
What owners did with what they learned
"My entire perspective towards the accounts department has changed. Now I actively monitor the key parameters I learned — they've been game changers."
"I used to think I was growing, but I wasn't. After the program I gained clarity on cost-centre profits, withdrawable profit and the reports that matter."
"I always struggled to understand why there was profit in the books but not in the bank. The Book-to-Bank report helped us focus on what really matters."
Questions
Questions before you register
Is it really free?+
Yes. There is no cost to attend and no card details are needed. You get the full 90 minutes, the templates and the checklist at no charge.
I am not from a finance background. Will I understand it?+
Yes. The session is built for owners, not accountants. Everything is explained in simple steps with no jargon, and many people who attend have never read a balance sheet closely before.
Will there be a sales pitch?+
Near the end we explain how you can work with us if you want deeper help. The class itself is complete on its own, and most people use what they learn without ever paying us anything.
How long is it, and where is it held?+
It runs for about 90 minutes and is held live on Zoom. Once you register you get the joining link and reminders on email and WhatsApp.
What if I cannot attend live?+
We run the class every month, so you can register for the next one that suits you. Attending live is better, because you can ask questions about your own business and get them answered.
Is this useful for my industry?+
Yes. Cash flow, compliance and finance control problems look very similar across manufacturing, retail, D2C, services and technology, which are the industries we work with most.
What should I bring?+
Nothing compulsory. If you can, keep your latest profit and loss statement and balance sheet nearby — the exercises make far more sense with your own numbers in front of you.
