Running a business is tough enough without getting lost in the numbers.
In person workshop
Our core in person workshop is designed to give small business owners the confidence, tools, and clarity to take control of their finances and get more value out of working with their accountant.
Whether you’re a sole trader, partnership, or limited company, you’ll leave with practical knowledge you can apply straight away.
What does the service include?
This is a half-day workshop (3.5–4 hours) including a short break. You’ll get expert guidance, practical exercises, and time to ask questions about your own business.
- Understand accounting jargon (in plain English)
- Learn how profit, cashflow & the balance sheet work together
- Discover the KPIs that really matter in your business
- Get practical cashflow strategies you can use straight away
- Build a stronger relationship with your accountant
Why is it important?
By the end of the workshop you’ll:
- Understand your numbers without the jargon.
- Spot opportunities and risks in your financials.
- Feel confident discussing your business with your accountant.
- Learn practical cashflow strategies you can apply straight away.
- Walk away with a workbook packed with examples, exercises, and space to apply it to your business.
How we deliver this to clients
We host events throughout the year so keep an eye on our social media or drop us an email to be included on the mailing list.
If you would like Tom to present the workshop to your team, get in touch!
Summary & next steps
Ready to turn your finances from confusing to empowering?
Contact us today for a tailored Understand your finances workshop.