Financial Insight

With my background in bookkeeping and accounting, I have the skills and experience to help you to understand your accounts, and we talk plain English to business owners who want to understand what's really going on in their business.

My Training Covers:

An incredible amount of useful information can be gleaned from your business accounts, and yet in our experience very few small businesses currently take the time each month to review their financial performance and understand what's going on.

I find that many businesses are flying by the seat of their pants, looking at what's in their bank account as an indication of how well they're doing. They may have no idea of whether they're actually profitable, what they should be taking out of the business for themselves, and which products or services they should be focusing on.

If this sounds like you then let's talk.

The Financial Insight programme teaches you how to determine which information is useful, what to measure and analyse, and how to understand your financial data.

Understand what your financial reports are telling you, interpret what it all means from a business perspective so that you can make better, more informed business decisions.

"Our business has been supported by Stephanie for over 6 years now - and her style and approach really suits what we need. We get meaningful, pragmatic advice that helps us to stay focused on what matters most for our company. Business Headspace is one of our most valuable relationships."

Glen Keeley

Cavalry

Financial Insight Coaching Programme

Over 3 months you will learn:

Bookkeeping terminology - the language of business
Bookkeeping best practice
How to create efficient bookkeeping systems and processes
How to create reports that will give you rich insight into your business performance
What your financial reports are telling you about your business
How to understand your business profitability
How to create a budget and a cashflow projection
How to calculate your break-even point
How to set financial goals & sales targets
What is a margin vs mark-up
How your margins affect your bottom line
Which products or services you should be focusing on
What is good fiscal management
KPIs - what are they and how to set and measure them