Financial Insight

Most small business owners know their product or service inside out. Their finances? That's another story.

If you're checking your bank balance to gauge how the business is doing, not sure whether you're actually profitable, or making decisions based on gut feel rather than solid numbers - you're not alone. And you don't have to stay there.

The Financial Insight programme is a practical, plain-English coaching programme designed to help you understand what's really going on in your business finances — and what to do about it.

Funding support may be available for eligible businesses. Get in touch to find out more.

Financial Insight Coaching Programme

Over three months, you'll develop a genuine understanding of your business finances - not just the theory, but what it means for your specific business. Topics covered may include:

Bookkeeping terminology - the language of business
Bookkeeping best practice and efficient systems and processes
How to create reports that give you rich insight into your business performance
What your financial reports are actually telling you
How to understand your business profitability
Budgeting and cashflow projection
Break-even analysis
Setting financial goals and sales targets
Margin vs mark-up — and how your margins affect your bottom line
Which products or services you should be focusing on
Good fiscal management
KPIs — what they are and how to set and measure them

GET IN TOUCH TO FIND OUT MORE

about me

Testimonial

"Our business has been supported by Stephanie for over 12 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."