Managing Your Business Finances
Live with Julie | This November | 4 weeks | Wednesdays at 7:30pm | Replays yours to keep
Know your numbers, keep your business.
Get your cash flow, forecasting and tax sorted, in plain English.
No finance degree required, and no jargon.
£297 (usually £350)
The bit nobdy tells you
You didn't start your business because you love bookkeeping. You started it for the freedom, the clients, the thing you're good at. I get it.
But here's the thing. Sales are vanity, profits are sanity, and a business with a brilliant idea and no grip on its money is a business with a countdown clock on it. Keeping proper accounting records is also a legal requirement, so ignoring it only works until it doesn't.
Sound familiar?
You look at your bank balance and hope for the best.
You're never quite sure what you can afford to pay yourself.
Invoices go out late, and chasing them makes you want to hide.
Tax bill time arrives and it's a nasty surprise.
Words like "forecast" and "management accounts" make your eyes glaze over.
Control your financials and you control your business. When we have funds, we have choices, and a lot less stress.
What you get
>> 4 weekly live calls with me, where you can ask questions about YOUR numbers, not someone else's
>> The replays, which you keep, so you can catch up or go back over anything
>> All the templates and workbooks, yours to keep and reuse
>> Practical tasks each week, so you actually do it rather than just watch
Business is not complicated; people make it complicated. We'll keep it simple and get it done.
Over 4 live workshops, we will cover :
Week 1: Organise Your Finances
Understand Making Tax Digital, choosing the right software for you, management accounts and meeting your filing deadline, so you know where you stand and what's due.
Week 2: Cash Flow
Money In, receiving payment, chasing payment, credit control, tracking debtors, using software for debt collection, ricing and preparing quotes, and keeping an eye on expenses. This is where most businesses win or lose.
Week 3: Forecasting & Predictions
A step by step guide to forecasting and how software can help, so you can see what's coming in and stop the feast and famine.
Week 4: Keeping on Top of Taxes
Using the tax calculator, where to save tax, claiming expenses, sole trade or partnership, limited company, and keeping the right paperwork
Questions you've probably been too embarrassed to ask
There are no daft questions here.
We'll answer things like:
- What is Making Tax Digital?
- Do I need special software, and which one?
- Where on earth do I start?
- Should I be a sole trader or a limited company?
- How do I manage credit control without upsetting clients?
- How do I make sure I actually get paid?
- What does "profit and loss" really mean?
- What is a forecast, and how do I do one?
What changes when you know your numbers?
- You always know whether you have cash to cover the month ahead
- You avoid costly borrowing because you saw the gap coming
- You spot opportunities to grow instead of finding out too late
- Forecasting ends the feast and famine
- You meet your obligations and avoid penalties
- You find the waste and the inefficiencies quietly draining your profit
- Suppliers, staff and clients trust a business that has its house in order
Who its for
New and established business owners, sole traders and limited companies, coaches, consultants and creatives. If you're a bookkeeper or adviser, it's a good way to see how a business owner thinks about their numbers.
