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Budgets, Cashflow Forecasting and Management Accounts
Learn how to create and manage budgets, cashflow forecasts, and management accounts. Financial management strategies for small businesses, charities, and not-for-profits.
Created By Lisa Newton
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Try Personal Plan for freeWhat You'll Learn
- Understand the fundamentals of budgeting and how to create, develop, and present them to funders
- Learn how to create and develop a cashflow forecast for better financial planning
- Understand the relationship between cashflow forecasts and budgets for optimal financial management
- Understand what management accounts are and why they are crucial for business success
- Develop a strong understanding of financial management principles such as budgeting, cashflow forecasting, and management accounting
- Learn how to manage unrestricted and restricted funds and create project-specific budgets
- Gain the ability to analyze and interpret financial statements and management accounts for informed decision-making
- Acquire skills to ensure the financial sustainability of your small business or non-profit organization
Requirements
- No previous knowledge required
- Excel will be useful as a downloadable template is included
Description
Are you struggling to manage the finances of your small business or non-profit organization? Do you want to learn how to effectively create and manage budgets, cashflow forecasts, and management accounts? This course, "Budgets, Cashflow Forecasting and Management Accounts: Financial Management and Making A Profit For Charities, Not-For-Profits & Small Businesses", is designed just for you!
This practical course covers everything you need to know about financial management for small businesses, charities, not-for-profits, and project-based organizations. With the guidance of our expert tutor, who has over 20 years of experience in accounting and investment management, you'll learn how to:
- Create and manage budgets and cashflow forecasts
- Handle both unrestricted and restricted funds
- Prepare management accounts for informed decision-making
- Understand the key principles of financial sustainability and resource management
The course is perfect for bookkeepers, non-financial managers, trustees, treasurers, and admin staff who want to better understand financial management concepts and improve their organization's financial performance. No prior knowledge of accounting is assumed, and our tutor is available online daily to answer any questions you may have.
This course is not just theory; it’s a complete guide to financial management, with practical assignments and real-world scenarios. By the end of the course, you’ll have the skills to make informed financial decisions and manage your organization’s finances with confidence.
Who This Course is For:
- Bookkeepers, managers, trustees, and treasurers who manage finances for small organizations
- Small business owners and financial professionals seeking a better understanding of financial management, budgeting, and communication with stakeholders
- Anyone working in charities, not-for-profits, and project-based organizations who wants to improve their financial management skills
Course content
0. Promo.mp4
1. Introduction to the course and your tutor.mp4
1. All about budgeting.mp4
2. Example template.mp4
3. Preparing and presenting a budget.mp4
1. Project Budgets.mp4
2. Project Budget Template.mp4
3. Direct Fixed Variable Costs.mp4
1. Cashflow Forecast Overview.mp4
2.1 Creating a Cashflow Forecast.mp4
3. Inputting expenses into a cashflow Forecast.mp4
4. Adding up the net cash flow.mp4
1. Management Accounts.mp4
2. Actual results, Budgets, Variances.mp4
1. Conclusion and Next Steps.mp4
Instructor
Lisa Newton, BA MSc AAT, is a dynamic entrepreneur and prolific author with a master’s degree in Investment Management and a first-class honours degree in Accounting with Marketing. In 2004, she launched her first company with just £150, the same month she graduated from City University, London. Remarkably, Lisa has never worked a traditional 9-to-5 job, instead carving a successful path as a serial entrepreneur.
Lisa holds directorships across diverse industries, including telecoms, property management, publishing, hair and beauty, and finance. She has received numerous accolades, such as:
Young Entrepreneur of the Year Award (2007)
Enterprising Business Award (2008)
BE Mogul Award (2016)
Best Accounting Franchisor Awards (2011 & 2012)
Best Bookkeeping Business London (2015 & 2017, Accountancy International Awards)
Books and Publications
Lisa is the author of several influential books, including:
How to Write a Book in Two Weeks
Constant Cashflow
Make the Most of Your Money
How to Start Your Own Bookkeeping Business
Cosmic Ordering with Vision Boards
How to Franchise Your Business
QuickBooks Online: The Handbook
Some of these titles are also available in audiobook format on iTunes and Audible.
Other Ventures
Lisa hosts The Authors Podcast, available on iTunes, where she shares insights and interviews with authors. She actively supports the MS Society and works as a speaker, coach, and consultant, collaborating with like-minded professionals on various projects.
Personal Interests
In her spare time, Lisa enjoys traveling, salsa dancing, writing, learning languages, meditation, yoga, and exploring cosmic ordering. She is passionate about networking and building meaningful connections.
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