Finance Foundations for a Strong Start Bookkeeping & Planning for SMEs

Finance Foundations for a Strong Start - Bookkeeping & Planning for SMEs

Strong financial management is essential for the sustainability and growth of any small or medium-sized business. However, many SME owners and managers find financial management challenging, particularly when balancing operational demands with record keeping, compliance, and financial planning.

This practical programme is designed to help participants build confidence in managing their business finances. Across two interactive workshops, participants will explore the fundamentals of bookkeeping, understand key financial reports, and learn how to plan and manage cash flow effectively.

The programme focuses on practical tools and simple frameworks that enable SME owners and managers to gain better visibility over their finances, improve decision-making, and strengthen the financial health of their business.

Programme Objectives

On completion of this programme participants will be able to:

• Understand the role of bookkeeping in managing a business effectively
• Identify the key financial records every SME should maintain
• Understand basic bookkeeping principles and financial terminology
• Interpret simple financial reports such as Profit & Loss statements
• Develop a basic budget for their business
• Understand how to monitor and manage business cash flow
• Identify early warning signs of financial stress and take appropriate action

Delivery Method

This online workshop will be delivered via Zoom. Click the link below to see how to use Zoom.

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