Changing our Clients Lives

Finance - for the Non-Financial!

In smaller businesses where job roles and lines of responsibility are less distinct, it is common for employees, managers and directors to become involved in the financial management of a business by default rather than by design. 

Without formal, structured training it is understandably difficult to fully appreciate the financial terms, jargon and legalities which you are now party to. 

It can seem like an elaborate minefield. And day to day pressures prevent you from tackling the training issues you have.

You can now attend a half day course which is specifically designed for you. 

'Finance for the Non-Financial' brings together a vibrant and approachable group of Clear Vision's specialist accountants, tax advisers and banking experts. This friendly team will break down the key financial aspects, bust all the jargon and answer all the questions you are afraid to ask. 

By way of a simple questionnaire, we tailor the half-day course to your particular situation, role and needs. 

We can tell you that that our 'Finance for the Non-Financial' sessions typically include:

  • How to understand your Balance Sheet and Profit and Loss Account - why you need to understand them, what they tell you and how you can use them
  • Running with Budgets, Forecasts and Cashflow - how they help you, how you can create them and use them to improve your cashflow, your management and your business results
  • The world of Management Accounting - why you should bother to produce management accounts, how to do it and the vital information they give you
  • Getting your head around Tax - the different forms of tax, when they apply, how you can predict them and make the most of tax planning opportunities
  • Dealing with your Bank - how you can avoid the banking pitfalls, understand what you need to understand and manage your manager!

So what will this session mean for you?

At the end of the session you will leave:

  • Having asked ALL the questions you were afraid to ask about accounting and finance
  • With some useful quick win ideas on how you can improve the financial management of your business
  • With clarity and understanding of the financial aspects you thought you knew about but previously had niggles
  • With clear signposts to how and where you can get extra help for those areas that need more in-depth knowledge or training
  • With an understand of all the main accounting, taxation, payroll and banking jargon (and also an appreciation of why it isn't all as grand as it may sound!)

Conquer your concerns. Gain more clarity. Get more control.

Call Dee Gerrish on 01249 712074 or email dee.gerrish@cvag.co.uk to find out when you can come on our next 'Finance for the Non-financial' course.