Budgets & Managing Money

The basics of accounting and finance

We start at the basics with participants as we find out more about the current knowledge and level of participants. Our trainer discusses a few key terms and assists with everyone to be on the same page and level before we develop this subject.

How to identify their role in finances

Understanding the areas in which participants deal with finances within the company and organisation is important. We personalise this area as we discuss the individual needs and roles to play.

How to look at financial reports, including a profit and loss statement, an income statement, and a financial statement

In this section we discuss all the different financial reports that employees may come across in the workplace. We develop any areas where the participants need additional assistance or expertise.

Ways to track business expenses

Participants are provided with a clear system for tracking business expenses. With detailed reports is it easier to apply financial forecasts and planning.

How to develop a good budget

Having an idea of what to expect is a positive step in the right direction. We go through the standards of creating a good budget that is easy to follow and understand.

Things to think about when deciding what accounting method to use

Accounting is described as the art of identifying, measuring, recording, interpreting and communicating the results of economic activities. Learning which methods to use for those areas can be quite confusing. Our team help with providing factual information and useful skills that are in use in many workplaces today.

Simple ways to manage money to generate a profit

Managing money doesn’t need to be rocket science. We develop some simple strategies that anyone can follow to make sure they are generating profit.

Ways to compare investment opportunities

Comparisons can be a great way to find investment opportunities. Looking for the gold nugget in a sea of information may seem difficult. Learn how to spot a great investment opportunity by way of comparison.

What to do when finances affect people

Finances in the workplace can affect people in many different ways. Teams may have different budgets, expenditures and needs. Learn how finances can affect those you work with.

About the ISO 9001:2000 series

This is a structured process in which your business can raise the quality of the products and services that you provide, and then maintain that level.

Decision-making skills

Being able to make executive decisions when it comes to budgets, finances and managing money will help any that work in these areas or roles. Learn more from our team about the skills required and gain new tools provided.