Helping businesses grow

We help clients see the financial impact of pursuing different strategies.   

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Review of your current financial performance

- hours
9 sessions

Analysis of all your product lines to see if they are covering your overheads. Examining whether all overheads are at the right level for your business. 

Revenue Streams

Variable Costs

Contribution to Fixed Costs

Obligatory Costs

Discretionary Costs

Net Profit

Capital Expenditure

Cash Flow

Funding

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Creating a Financial Plan

- hours
6 sessions

Documenting details of the current financial circumstances of your business and its future financial goals. Setting out how those goals are going to be achieved and within what timescales.

Current financial circumstances

Future financial goals

How and When

Income & Expenditure Statement

Cash Flow Statement

Statement of Financial Position

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Earning

2 - 3 hours
6 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Career Choices

Wages and Deductions

Payslips

Payslip Challenge

Self-Employment

Multiple Choice Questions

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Spending

2 - 3 hours
8 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Spending Tips

Shopping

Mobile Phones

Meals Out

Holiday Travel

Motor Cars

Reflections

Multiple Choice Questions

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Planning and Budgeting

2 - 3 hours
7 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Planning

Income & Expenditure Statements

Budgeting

Creating a Budget

Budgeting Challenge

Your Budget

Staying on Track

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Cash Forecasting

2 - 3 hours
6 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Cash Flow

Improving your Cash Flow

Cash Flow Statements

Creating a Cash Forecast

Cash Forecasting Challenge

Your Cash Forecast

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Saving for the Future

2 - 3 hours
5 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Reasons to Save

Savings Accounts

Pensions

Investments

Multiple Choice Questions

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Borrowing and Managing Debt

2 - 3 hours
5 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Whether or not to Borrow

Credit Card Purchasing

Planned Borrowing

Managing Debt

Multiple Choice Questions

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Financial Products

2 - 3 hours
9 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Bank Accounts

Credit Cards

Savings Accounts

Pensions

Investments

Loans

Mortgages

Insurance

Multiple Choice Questions

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Starting your own Business

2 - 3 hours
8 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Different Forms of Business

Questions You Should Ask Yourself

Earnings

Tax and National Insurance

Your Products and Services

Starting Up

Financing your Business

Multiple Choice Questions

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Running your Business

2 - 3 hours
5 sessions

Expertly designed modules exploring real life scenarios that give life-changing financial skills.

Running your Business

Revenues and Costs

Pricing your Products and Services

Controlling your Costs

Multiple Choice Questions

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