Workstream Margin Audit Studio
A six-week live cohort that turns messy workstream data into a profitability audit your stakeholders can follow — and challenge productively.
At a glance
- Format: Live online + optional Wan Chai kickoff
- Duration: 6 weeks, ~5 hours/week
- Informational price: HK$9,650 per learner
- Cohort size: 18 seats
- Includes: App lab access during the cohort
Modules
What you work through
- 1. Intake without theatre — Capture owners, contracts, and delivery reality before opening the ledger.
- 2. Ledger signals vs. delivery drag — Separate revenue attribution from capacity and vendor lag.
- 3. App lab: structuring the audit — Practice inside a financial auditing app for workstream profitability audits with facilitator cues.
- 4. Finding drafts that survive pushback — Write claims with evidence trails and known unknowns.
- 5. Stakeholder readout rehearsal — Present to peers playing finance, ops, and client roles.
- 6. Handoff & rhythm — Leave with a monthly sense-check cadence, not a one-off report.
Learning outcomes
You will be able to
- Build a workstream profitability packet from incomplete source data
- Explain margin movement without blaming a single function
- Configure audit views in the practice app for recurring reviews
- Facilitate a 30-minute readout with clear decisions and owners
Ava Leung
Ava spent a decade in Hong Kong FP&A and agency finance before designing Workstreampro Digital curricula. She coaches cohorts to treat audits as conversations with evidence, not verdicts from a spreadsheet.
FAQ
Practical questions
Do I need advanced accounting credentials?
No. Comfort reading a P&L and asking delivery questions is enough. We do not teach full statutory audit standards.
What is a real limitation of this course?
We cannot fix broken source systems in six weeks. If your time tracking or billing exports are chaotic, you will still leave with a clearer method — but you may need an IT or ops project afterward. We say this on day one.
Is software included permanently?
App lab access covers the cohort window and two weeks after. Longer licences are arranged with your vendor separately; we do not sell software here.
Can my whole team join?
Yes — for six or more seats, ask about Partner Circle pricing on the pricing page.
From this course
Learner notes
“Module three’s app lab finally made our cost tags legible. I still dislike presenting to partners, but the rehearsal script helps.”
“★★★★☆ The vendor lag exercise alone justified the time. Homework in week four stacked heavily with our month-end.”