Book Keeping, Accounts & Finance

Financial Management

Brief Description

This course is for any one in business who requires a better understanding of the financial impact of business decisions.

This course provides the candidate with a comprehensive introduction to accounting and financial analysis. You will gain an understanding of the financial consequences of strategic decisions.

Accreditation: Certificate of attendance

Course Duration: 1 Day

Maximum number participants: 6

Prerequisites: None

Price: £120+VAT

What will be covered?

After attending this course participants will be knowledgeable about:

• Manage Finances/Money
• Knowledge of profit/loss – Margins
• Decision making – Management
• Accounts (Financial v. Management)
• Cost Control
• Risk Management

Cancellation Policy

The full cost of the course is to be paid before the start of the course.

If you cancel your place you will be liable for 100% of the cost. Unless a cancellation is received in writing 14 days prior to the commencement.

Cash Manager

Accreditation: Certificate of attendance

Course Duration: 1 Day

Maximum number participants: 6

Prerequisites: None

Price: £120+VAT

What will be covered?

• Cashbook
  Enter cash analysis payments & receipts, bank and petty cash accounts
• Cashflow
  Monthly/Quarterly/Annually. Compare budgeted & actual cashflow
• Customer and supplier ledger
  Shows how much has been paid or received
• Bank reconciliation
  Check off records that appear on your bank statement so that you have an up to date picture of your accounts
• Cash based VAT
  Paying and claiming back the tax once payment has been made
• Gross/net margins
  Allocate all sales, direct costs and overheads to specific divisions or enterprises as required
• Enterprises e.g. crops, livestock, non-farming enterprises
  Allocate costs by enterprise
• Analyse enterprise performance and profitability
  Record quantities as well as monetary values enabling you to, for example, calcuate the margin per tonne produced as well as for the whole enterprise. Look at unit cost of production. Secondary quantities allow you to monitor the number, e.g. animals sold, and optionally record the total weight of a batch to calculate the total number of kg sold. Produce gross or net margin reports by financial year or farming year
• Detailed costings (searchcodes)
  Analyse costs in detail e.g. machinery, jobs etc.
• Stocks inspector
  Record and view detailed movements of enterprise stocks and stores e.g. seeds, fertilisers and sprays. This means you can always have an up to date view of your stocks
• Links to Farmplan software
  To save re-keying data already entered into other Farmplan software, import data from selected programs e.g. Property Manager, Invoice Manager, Sales Order Processing

Cancellation Policy

The full cost of the course is to be paid before the start of the course.

If you cancel your place you will be liable for 100% of the cost. Unless a cancellation is received in writing 14 days prior to the commencement.

Cashflows and Budgets

Brief Description

This course is aimed at those who have the responsibility for managing, organising, and governing the financial resources of any small business.

We look at what a budget is, how to create a budget, how to calculate your resources in line with your objectives.

We look at what a cashflow forecast is? How to create one? Why is it so important and what does it tell us?

Whatever systems you use i.e Excel, Farmplan, Sage etc our workshop will ensure you are on top of your Cashflow and Budget

Accreditation: Certificate of attendance

Course Duration: Half Day

Maximum number participants: 6

Prerequisites: None

Price: £85+VAT

Cancellation Policy

The full cost of the course is to be paid before the start of the course.

If you cancel your place you will be liable for 100% of the cost. Unless a cancellation is received in writing 14 days prior to the commencement

Advanced Management (Bespoke)

The candidate chooses the individual days/modules appropriate to their business. Modules include financial accounting and risk management/ staff management/time management/business development/ negotiating skills/ self and staff motivation / Mental health awareness

Modules to choose from are as follows:

• Managing the business
• Financial overview of the business
• Leadership within the business
• Man/staff Management
• Mental Health Awareness
• The effective manager
• Risk Management & Risk assessments
• Time Management
• Developing your business for the future

Each of the modules can be taken individually or as a package.  Some are e-learning some are 1, 2 or 1/2 day courses.

Please call to enquire as to your interest and we will work with you to create a bespoke package.

The cost of each module is £200 + VAT per trainee per day.

Employment Law – The Basics Policies & Procedures

Covering all aspects of employment law from the employer’s point of view – including policies and procedures and codes of practice. Each trainee will come away with a set up ready for use in their business

Please call to enquire as to your interest.

This is a half day course.

The cost of is £200 + VAT per trainee.

Basic Accounts (Computerised Accounts Package)

Cover all aspects of basic data entry, ability to departmentalise their business finances to give you greater control of what is happening in your business. Enabling you to produce management accounts and reports and cashflows for the bank.

Be it Farmplan/Landmark, Quick Books or other accounts packages.

Please call to enquire as to your interest.

This is a half day course.

The cost of is £200 + VAT per trainee per half day, or £350 + VAT per full day.

Basic Quick Books – Data Entry , Bank Feeds And Reporting

Cover all aspects of basic data entry, ability to departmentalise their business finances to give you greater control of what is happening in your business. Bank feeds and reconciliation.

Enabling you to produce management accounts and reports and cashflows for the bank.

Please call to enquire as to your interest.

Half or full day course.

The cost of is £200 + VAT per trainee per half day, or £350 + VAT per full day.

Collaboration And Leadership (Bespoke)

6 HOUR EVENT WITH SHARING OPPORTUNITIES AND KNOWLEDGE TRANSFER.

expert deliverers will cover all the aspects of collaboration, its implications, and advantages, including leadership which can be covered on an additional day if time does not allow.

This delivery allows participants to work on a practical level with other businesses to encourage the transfer of skills not only from the instructor but also between those attending to demonstrate the advantages of collaboration and working together.

This may be run as a number of two hour sessions on an evening whereby specialist experts are invited associated with the interests of the participants, such as the transition associated post Brexit and other post COVID effects.

Please call to enquire as to your interest.

Half or full day course. Or 2 hours meetings for a number of participants.

The cost of is £200 + VAT per trainee per half day, or £350 + VAT per full day. Or 3 x 2 hours sessions @ £100 + VAT each.

This course is available for funding to those eligible.

Basic Skills In Bookkeeping

Bookkeeping for micro businesses as a starting point. Many businesses rely on their accountant to complete all financial aspects of the business control. This gives the business owner or manager the ability to see the benefits of controlling their own finances and how easy it could be for them, particularly for a micro business.

Please call to enquire as to your interest.

Half or full day course.

The cost of is £200 + VAT per trainee per half day, or £350 + VAT per full day. Or 3 x 2 hours sessions @ £120 + VAT each.

This course is available for funding to those eligible. Please enquire for details.

Health And Safety Awareness For Managers

This course will be split according to the needs of the managers. i.e., advanced technical personnel require different knowledge to the advanced manager. This is to give the management team an insight into the Health & Safety requirements for their business to ensure they will go away from this course with the knowledge of what their obligations are to ensure the safety of themselves and their staff.

A Health & Safety Audit will be worked through and advice given to the managers as to what can be done to make themselves and their staff aware of the Health & Safety requirements within their business.

1 DAY

Please call to enquire as to your interest.

The cost of is £600 + VAT per trainee per full day.

This course is available for funding to those eligible. Please enquire for details.

Payroll And Pensions (Bespoke To The Business)

Basics for payroll – gross pay, in and tax and pensions. As many businesses have been thrown into the realms of Furlough payments and SSP this course will make sure that business owners and payroll managers are able to complete payrolls and are able to complete all submissions and claims.

½ day

Please call to enquire as to your interest.

The cost of is £200 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.

Succession, The Law And Your Business (Bespoke)

Introducing some of the criteria required for succession planning and preparing for the future. managing the business within the law and what to prepare for and items that may need the business owner’s attention prior to them handing over any business.

½ day

Please call to enquire as to your interest.

The cost of is £200 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.

Financial Accounts/Cashflows And Budgets (Bespoke To The Business)

Working with the technical staff and business owners, through to advanced managers to make sure that all management within a business are aware of the implications of working with and preparing a budget and cashflow. also, for the advanced technical staff this will include updating their knowledge of accounts where necessary. By the completion of the course they will be able to complete a cash flow and budget for their business.

1 – 2 DAY

Please call to enquire as to your interest.

The cost of is £350 + VAT per trainee per day.

This course is available for funding to those eligible. Please enquire for details.

Financial Review (Bespoke To The Business)

Working with the management of the business to work through their individual business finances, be it computerised/manual accounts, discussion with bank manager and possibly accountant if required, or individual review of their business, budgets and cashflow to prepare them for the future

1 – 2 DAY

Please call to enquire as to your interest.

The cost of is £350 + VAT per trainee per day.

This course is available for funding to those eligible. Please enquire for details.

Policies And Procedures (Bespoke To The Business)

An interactive course, that can possibly be run online or over a virtual network, to ensure that the candidate is by the end of the course actually completing all their policies and procedures correctly. Opportunity will be given to actually complete their own businesses information during the course and the candidates will be provided with a memory stick of information to take home so that they are able to use the information immediately following their training.

½ DAY

Please call to enquire as to your interest.

The cost of is £200 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details

Data Protection – Your Responsibilities And Rights (Bespoke)

Covering all the businesses and individuals’ rights regarding data protection and make sure all managers are aware of their responsibilities. Ensuring they are registered and abiding by the law.

½ DAY

Please call to enquire as to your interest.

The cost of is £200 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.

Climate change and your business (bespoke to the business)

Introducing new technologies and how businesses can afford or make profit from the changes in progress alongside the renewable obligations and abilities of their business. This course is particularly interesting for the Bio-economic businesses or renewable energy businesses. It will include how they might make their business greener or aim towards net zero.

1 DAY

Please call to enquire as to your interest.

The cost of is £350 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.

Leadership and business management (bespoke) one to one

A succession of courses can be run to cover an individual’s leadership and management needs to give each business a specific lead on what they should be aiming for. This can be run with very small groups or one to one and the instructor would go to the businesses to enable the business owners to work within their business environment and to put into practice the knowledge at once.

1 – 4 DAY

Please call to enquire as to your interest.

The cost of is £350 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.

Integrated Communication (Bespoke)

This is one of the most unused soft skills that we have in business and this course will leave the participants able to communicate in a number of ways and will demonstrate to them what may be the best.

1/2 DAY

Please call to enquire as to your interest.

The cost of is £200 + VAT per trainee.

This course is available for funding to those eligible. Please enquire for details.