Workshops / Webinars

We want to talk to you, learn about your business, your goals.
We want to visit your business to understand and share the passion you have for your business.

We run a number of workshops throughout the year, including FREE Xero workshops and targeted business workshops. We want every business to gain absolute control over their finances, which will ultimately leave them to focus on growing the business. Our workshops will focus on different aspects of running your business and will give you the tools to make the changes necessary to take your business forward.

Our workshops are held at our offices in Funtley, Fareham and last for two/three hours. Take at look below to see what we have lined up.


Due to unforeseen circumstances, we will not be running our in house workshops until further notice. We will only be running webinars. Take a look at what webinars we have coming up and if you would like to keep up to date with our upcoming webinars, please select the sign up button, where we will provide you with all the information you need to join. 

Staying Financially Stable

Every Monday at 3pm

Join us and many other like-minded business owners at our weekly round up webinar.

  • The latest updates from the Government
  • Key financial considerations
  • Questions from participants

Sign up

Advance: Maximising Financial Control
Tuesday 5 May at 2pm

  • Invoice tracking 
  • Project groupings
  • Report editing
  • Register depreciation

... and lots more

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Your Business Continuity Plan

Thursday 7 May at 10am

  • What is a business continuity plan?
  • How to plan through an unknown crisis
  • Knowing your numbers...
  • Relating an application to Coronavirus
  • What can you cut back on and what can you not?
  • It’s all about a successful outcome

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Preparing A Cash Flow Forecast

Tuesday 12 May at 2pm

  • What is the purpose of a cash flow forecast?
  • Why is cash king? 
  • Daily cash forecasts
  • Integrated profit & loss/cash flow
  • Assumptions behind the forecast
  • Collecting cash from customers
  • 7 reasons for poor cash flow

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Loan Application Proposal

Friday 15 May at 2pm

  • What information is needed?
  • It is not just financial stuff
  • What is the purpose of the loan
  • Ticking the right boxes at the lender
  • Relating an application to Coronavirus
  • Working with the lender and keeping them onside

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Starter: Getting to grips with Xero

Wednesday 20 May at 2pm

  • Managing  your sales
  • Keeping up to date - What you are owed
  • Keeping on top - What you owe
  • Easily integrate your bank feeds

Sign up

Getting Paid By Your Customers

Date TBC

  • Negotiating payment collections
  • What to saw to get results
  • Being firm yet reasonable – it’s your money
  • Outsourcing your credit control
  • Providing free support at the present time
  • Understanding the problem – what is the impact if not solved – avoiding that impact

90 Day Financial Planning

Date TBC

  • Past successes 
  • Business & personal goals
  • Budgeting
  • Cash management
  • 12 month planning
  • Performance reporting
  • Accountability

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