from £800 per person

A three-day course where we will train you on the many benefits and utilisation of budgeting, reporting and cash flow forecasting and management. Days 2 and 3 will be half-day sessions (4-6 weeks in the future x2) where we review the progress, acceptance and feedback received from Managers and Board. We will adapt accordingly, aiming to achieve a reporting board pack that not only delivers the numbers but strategically aids the board process and effective decision making.

We will also explore the benefits of budgeting, the problems associated with budgeting and how to obtain buy-in from the team. We will explore the different types of budgeting to include; static, zero-based, incremental and flexible budgeting. We will then input a budget into a live system and learn how to customise, run useful reports to aid decision making, board meetings and growth.

We will demonstrate and train you on how and why reporting should be an integral tool for your business growth. We believe that there are two sides to accounting; the normal day to day functions that need to be completed, processing invoices, VAT returns etc. and the strategic side; the reporting. For example, how has the business performed this month, on what products and to which customers? Which customers and products lend themselves to greater profitability? Where are you spending your money, what costs are necessary, maybe you should be spending more or less? This will be interactive as you work through the reporting functions within a live account. We will demonstrate what functionality exists to support the business, how to design reports and for what purpose. Topics will include, profit and loss, balance sheet, reviewing costs, reviewing sales, budgeting, customising reports, board packs and management accounts.

We will further explore the need to cash flow forecast and management of funds. Together with strategic capital rationing calculations and decision-making process. We will assist in developing cash forecasting tools, suitable for your business.

This course is suitable for managers, business owners and directors seeking additional tools to help strategically develop the business. This course can be delivered to a group of individual businesses or tailored to a specific businesses team, this could be delivered either at our training suite or within your own premises.

from £400 per person

A one day course where we will demonstrate the importance of business owners understanding the financial element of running their business. The opportunities that this will bring for growth once you understand the profit and loss, balance sheet, budget and cash flow forecasting. We will then break this down further to demonstrate profitability per customers and profitability per product/service. We will explore capital rationing and the impact of the decisions that you make.

This course can be delivered to a group of individual business owners or directors or tailored to a specific businesses team, this could be delivered either at our training suite or within your own premises.

from £250 per person

A one day course where you will start to understand all aspects of finances within a business and your role and how your actions affect the growth and profitability of the business. This is a bespoke course, each business will be contacted prior to the day to ascertain their individual needs and issues. The course will then be adapted to include your needs.

This course is designed for everyone, to include the apprentice to the managing director. Everyone will leave with an understanding and actions of what they could do differently in the future to aid the growth and profitability of the business. Topics will include, types of costs (fixed, variable and step costs), margins, pricing strategies, seasonality, break-even point, cash flow, profit and loss and balance sheets, sales pipeline and management accounts. This course can be delivered to a group of individual businesses or tailored to a specific businesses team, this could be delivered either at our training suite or within your own premises.

from £250 per person

A one day course to demonstrate and train you on how and why reporting should be an integral tool to your business growth. We believe that there are two sides to accounting; the normal stuff that needs to be done, processing invoices, VAT return etc. and the strategic side; the reporting. For example, how had the business done this month, on what products, to which customers? Which customers and products lend themselves to greater profitability? Where are you spending your money, what costs are necessary, maybe you should be spending more or less? This will be interactive as you work through the reporting functions within a live account. We will demonstrate what functionality exists to support the business, how to design reports and for what purpose. Topics will include, profit and loss, balance sheet, reviewing costs, reviewing sales, budgeting, customising reports, board packs, and management accounts. This course is suitable for managers, business owners, directors seeking additional tools to help strategically develop the business. This course can be delivered to a group of individual businesses or tailored to a specific businesses team, this could be delivered either at our training suite or within your own premises.

from £500 per person

A three-day course where we will explore the fundamentals of your business, to consider where you are now, where do you want to be and how do we get there? Having highlighted barriers to growth, we will consider what can reasonably be put in to place to remove these obstacles. We will then develop our vital few actions which must be achieved over the next period to move things forward. Days 2 and 3 will be half-day sessions where we review the progress the business has made, the problems that you have faced and how we move further forward to effectively grow profitability and the size of the business. This course is suitable for managers, directors and business owners that able to commit the time to take the business forward. This course can be delivered either at our training suite or within your own premises.

from £250 per person

A one day course, where we will develop a bespoke plan for your business, having explored all elements to include products and services, the competition, the management team and beyond, strengths and weaknesses, the team, your customer base, suppliers and cash resources. We will then work together on writing the business plan to include both sides being the financials and the words. You will leave the day with the ability to fully complete the plan, which will be a useful document for the business, the staff and potential leaders. This course is suitable for Managers, Owners and Directors that are in the position of growing the business to take it forward. This course can be delivered to a group of individual businesses or tailored to a specific businesses team, this could be delivered at either our training suite or within your own premises.

from £250 per person

A one day course where we look at aspects of financial budgeting.  We will explore the benefits of budgeting, the problems associated with budgeting and how to obtain buy-in from the team. We will explore the different types of budgeting to include; static, zero based, incremental and flexible budgeting. We will then input a budget in to a live system and learn how to customise and run useful reports to aid decision making, board meetings and growth. This course is suitable for anyone that has some responsibility for the finances within your business. This course can be delivered to a group of individual businesses or tailored to a specific businesses team, this could be delivered either at our training suite or within your own premises.

    AAT FoundationBudgeting, Reporting and Cashflow for GrowthFinance for Business OwnersFinance for Non-Financial ManagersReporting for GrowthPositioning for GrowthBasic Bookkeeping and Cloud AccountingBusiness Planning for GrowthBudgeting for GrowthQuickBooks Online for Business Owners and TeamsQuickBooks Online Bespoke Training

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