Heloise started her working career as a teacher at a local high school. Through teaching school children she gained valuable experience in communicating her passion for accounting in a way that is understandable to the students.
After two years of teaching, she began her articles at an international auditing firm which laid the foundation for her accounting career.
She is now an experienced Accountant working in her own accounting firm, enjoying the daily challenges that come with it, and is continuously learning.
Concurrently she has a successful coffee roastery where she applies her management and financial skills.
A Business and Life Coach, Chartered Accountant, Management Consultant and Teacher. Russell has Commercial, Coaching and Training experience across a wide range of industries including banking, law, insurance, industrial, automotive and marketing. He has travelled widely in the United Kingdom, Europe, the Middle East and Africa. He is passionate about releasing untapped potential in people and organizations.
Russell describes himself as a Corporate General Practitioner. He coaches unhealthy businesses back to wellness and prosperity. His roles are diverse and include the following:
Isolate and remedy toxic corporate culture
Facilitate coaching and leadership training programmes
Restructure departments in line with business strategy
Identify and resolve bottlenecks
Optimization of cash flow
Resolve backlogs in management reporting
Prepare annual financial statements and budgets
Compile staff role profiles and job descriptions
Coaching to maintain a healthy, flourishing business.
Financial management and basic accounting knowledge are vital to the success of any leader within a business environment. Learn the basics of accounting and budgeting for business for a new manager or supervisor.
Over the course of this two-day workshop, participants will learn about:
The art of finance and financial management
Key financial terms
Your role in company finances
Where to find the rules and regulations for your area and industry
Various types of financial reports, including income statements, balance sheets, cash flow statements, and statements of retained earnings
How a chart of accounts is created
Cash and accrual accounting
Single and double entry bookkeeping
Debits and credits
Identifying and analyzing important financial data
Making financial decisions
Reading annual reports
Determining whether a company is financially high or low risk
Different types of organizational financial plans
What budgets are and how to prepare them
What computer skills you need to make you a financial whiz
Dealing with financial situations that impact the people that work for you
Save up to 10% by booking and paying
10 business days before the course.
Information may change without notice.
Aspiring or existing team leaders, managers and supervisors who need an overview of the accounting cycle and budgeting.
Sufficient numeracy skills and experience in the workplace.
Course Outline / Curriculum
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Getting the Facts Straight
The first session will go over basic financial terms. Then, participants will explore their role in company finances as well as important players in an organization's finances. To wrap up the session, participants will receive some resources for learning about the governing organizations in their area.
The Accounting Cycle
Next, participants will learn about the four phases of the accounting cycle. They will also learn about key underlying concepts, including cash vs. accrual methods of accounting.
The Key Reports
In this session, participants will take a close look at balance sheets and income statements. They will also review cash flow statements and statements of retained earnings. The session will conclude with a review activity.
This session will explain the chart of accounts and single vs. double entry accounting.
A Review of Financial Terms
Day Two will start with a review exercise and an introduction to some additional financial terms.
Understanding Debits and Credits
This session will de-mystify two terrifying accounting terms: debits and credits.
Your Financial Analysis Toolbox
This session will give participants some sources for financial data as well as tips on weeding out useless information. We'll also cover how to calculate common ratios, how to read an annual report, and some useful decision making tools.
Identifying High and Low Risk Companies
In this session, participants will learn about some guidelines for identifying high and low risk companies. Then, they will practice these guidelines in a case study.
The Basics of Budgeting
Next, participants will learn what a budget is, how their budget should fit into the big picture, and what the budgeting process should look like.
This session will give participants a basic checklist of computer skills required for success. We'll also talk about how to choose an accounting package.
People and Numbers
Dealing with finances isn't all numbers. What if an employee's expense report doesn't look correct? Or what if you have to make cuts to someone's pay? Participants will examine each situation in small groups, and then provide some tips on what to do.
At the end of the day, students will have an opportunity to ask questions and fill out an action plan.
Schedule Dates and Booking
To apply for a booking, click on the relevant "Book Now" button below.
Note: places are only fully secured once payment has been made.