Financial training for business owners
At a glance
- For
- Owners, partners and managers who make the money decisions
- Takes
- Half-day sessions, planned around your business
- Format
- In person or online
- You get
- A monthly review routine built on your own numbers
- Price
- Priced on assessment
- Read your profit and loss, balance sheet and cash flow with confidence
- Spot the risks early: cash, debtors, overheads and concentration
- Leave with a monthly review you can run in under an hour
What we hear from owners
- “The accountant sends the statements and you file them unread.”
- “The year looked busy, but the bank account says otherwise.”
- “You only find out about a problem when it is already urgent.”
- “Every money decision depends on gut feel and a bank balance.”
Understand the finances of your business
Your own profit and loss, balance sheet and cash flow, one line at a time, until you can explain where the money came from and where it went. Then the risks: the warning signs while there is still time to act.
What the training covers
- 01
Reading the three statementsWhat each one tells you, and how they connect.
- 02
Profit versus cashWhy a profitable business can still run out of money.
- 03
Margins that matterWhich jobs, products and customers make money.
- 04
Seeing the risksDebtors, concentration, overhead creep, tax deadlines.
- 05
A monthly review habitThe handful of numbers to check every month.
- 06
Working with your accountantThe questions to ask, and reports you can use.
What you get
Monthly review · September
Sample
| Number | Now | Status | |
|---|---|---|---|
| Cash in the bank | R182,400 | Watch | |
| Debtor days | 52 | Watch | |
| Gross margin | 31.4% | On track | |
| Overhead | R96,800 | Watch | |
| Work booked ahead | R640,000 | On track |
Decisions this month
Chase the three oldest debtors this week. Hold overhead until cash recovers.
How the training runs
- 01
Discovery call
What you want to understand, and which records I need.
- 02
Your figures prepared
Your statements worked through before the sessions.
- 03
Sessions
Half-day sessions, in person or online.
- 04
Monthly review in place
Your review template, and the first run together.
Who it is for
- Owners who get statements but do not use them
- Contractors whose busy years never reach the bank
- Partners deciding from the same numbers
- New owners who bought or inherited a business
- Anyone preparing to sell, borrow or take a partner
What you leave with
- A walk-through of your own statements
- The numbers to check every month
- A risk check of your business, ranked
- A monthly review template for your business
- Questions to take to your accountant
Templates that help
Read more
- Cash flow vs profit: the mistake that kills profitable contractor businessesFinancial training · 5 min read
- Which of your jobs actually make money? A one-afternoon checkFinancial training · 6 min read
- Markup is not margin, and the difference is costing youPricing · 4 min read
- Financial foundations every new South African business should set earlyRecords · 5 min read
Frequently asked
Something else on your mind? A discovery call covers the detail.
Talk to Connie about financial training for business owners
Leave your details and a line about the business. You get a reply to book a discovery call, then a fixed quote and written scope before anything starts.
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