Financial Management Training for Business Owners and Managers

Benefit from targeted financial control within your business.

12 Week Programme for Non-Finance Professionals

One of the primary reasons businesses fail, is due to a lack of financial and managerial knowledge. The Financial Management for Business Owners programme for ambitious business owners who want to maximise their business success to grow a successful, transferable/saleable business.

Is this for me? Discover why businesses fail and how to avoid repeating the mistakes made by others.

Find out how achieving systematic growth is a marathon of small incremental improvements that are easy to achieve, and which Key Performance Indicators to track and how to track them for effective management and short/long term success.

Each week we focus on one of the biggest finance challenges faced by SMEs.

Week 1. How to grow your business

Discover how small incremental improvements in performance quickly compound to deliver outstanding improvements in profit and equity value.

Join us: Wednesday 14th July @ 8am


Week 2. Key Performance Indicators

Identify the Key Performance Indicators that are critical for effective management and sustained and controllable business growth.

Join us: Tuesday 20th July @ 8am


Week 3. Quick Win Cash Strategies

Identify the opportunities for quick win cash generation and cost savings that are waiting to be exploited.

Join us: Tuesday 27th July @ 8am


Week 4. Improving Cash Flow

Effective cash management strategies are critical for sustained profitable growth, far too many profitable businesses fail for all the wrong reasons.

Join us: Tuesday 3rd August @ 8am


Week 5. Margin/Cost Control

Before ramping up sales, it is crucial to ensure margins are optimised because the fastest way to increase profit is to optimise gross margins..

Join us: Tuesday 10th August @ 8am


Week 6. Customer Attrition

How engaged are your existing customers? Maximise engagement to improve customer retention and increase cross selling and referral rates.

Join us: Tuesday 17th August @ 8am


Week 7. Gap Analysis / Cross Selling

Sales up by 40%? What would that do for your business? 40% is the AVERAGE potential increase in sales businesses achieve, by satisfying ALL of their customer’s needs.

Join us: Tuesday 24th August @ 8am


Week 8. Transaction / Transaction Value

Total Number of Transactions x Average Transaction Value = Total Sales. These two KPI’s are incredibly important because improvement can be incredibly easy and achieved overnight.

Join us: Tuesday 31st August @ 8am


Week 9. Customer Acquisition

Having maximised sales and profitability from existing customers, what is the gap that remains to be filled by increasing lead generation and conversion, and hence new customer acquisition?

Join us: Tuesday 7th Sept @ 8am


Week 10. Know Your Number

Some business owners keep working longer than they should, but still more struggle to create enough equity value in their business to live the life they crave – do you know ‘Your Number’?

Join us: Tuesday 14th September @ 8am


Week 11. Becoming Exit Ready

90% of businesses are not saleable. 80% sell, and less than 5% of those that do eventually sell achieve their asking price… Make sure your can exit on ‘your’ terms and on your time scale.

Join us: Tuesday 21st September @ 8am


Week 12. Performance vs Plan

With all the planning done, prepare your 5 Year 3 Way forecast and regularly report ‘Performance vs Plan’ to systematically grow your business.

Join us: Tuesday 28th September @ 8am


Our cloud accounting partners

vfd platinum partner VFD platinum advisor Xero Platinum partner dext quickbooks elite advisor