Financial Insight

A coaching programme for business owners who want to understand more about the financial side of their business.

With our background in bookkeeping and accounting, we 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.

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.

We 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.

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
  • What is good fiscal management
  • Which products or services you should be focusing on
  • KPIs – what are they and how to set and measure them

 

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