A Guide to Financial Planning for Success

Event Information

Would you like to have a better understanding of your business’ finances and to feel more confident in making financial decisions that directly impact your operations?

Use Humber Business Week to do just that by joining Business Lincolnshire for a practical, interactive workshop which will help to deepen your understanding of management accounts, the metrics of greatest importance and the levers you can deploy to improve profitability.

The ability to understand and use financial information is of paramount importance to your business’ success and our accounting expert, James Sewell, will guide you through the core elements and touch on some more advanced topics, including:

·       Management accounts, bookkeeping systems, margins, working capital and cashflow;

·       Cost management;

·       Tax planning: taking a step towards your goals;

·       Setting the correct strategic objective and KPIs;

·       Business remodelling, diversification, cross-selling and making the most out of strategic alliances.

The session will also address financial pain points that businesses are currently experiencing and provide advice on how to tackle these.

This is delivered in partnership with Wright Vigar Chartered Accountants.

About the Presenter – James Sewell 

James is a director of Wright Vigar accountants and is a qualified chartered accountant and chartered tax adviser. He advises a very broad range of clients in terms of sector and industry on business and taxation issues. James manages a team of accountants and tax advisers across two offices. He oversees acquisition activity for the business and has recently completed a Masters in Leadership at Lincoln University.

Secure your place

The masterclass is fully funded and places are limited so be sure to apply for yours today. Confirmation of your place will be sent separately once your eligibility has been checked. 

Please note we are only able to offer one place per company to ensure we can support as many businesses as possible. To qualify for this funded support, your business must be a small to medium enterprise (SME) based in Greater Lincolnshire. Apologies, no support intermediaries, public bodies or financial sector businesses.

Am I eligible?

The workshop is available to businesses, partnerships, sole traders, and registered charities, with a trading address located within Greater Lincolnshire (North Lincolnshire, North East Lincolnshire & Lincolnshire). To attend, your business must complete an SME enrolment form in order to check the business’s eligibility against the funding criteria. (The form will be sent to you on completion of an Eventbrite booking - if one has not already been completed and on file).

Please note that attendance at Business Lincolnshire events will not preclude eligibility to access grant funding.

This webinar is being organised in partnership with Wright Vigar Chartered Accountants. By registering to attend you give your consent for the booking data to be shared with them.

Sign up here