Workshop activity during the Coronavirus (COVID-19) outbreak

Local workshop update: Our face to face workshops are changing to webinars in order to offer continued support to businesses across Scotland during the Coronavirus outbreak. If you are already booked onto a workshop your local office will be in touch to inform you of any changes. Thank you.

Financial Management

This course aims to impart the skills necessary to effectively manage financial records, credit and cash flow.

What to expect from this event

This workshop will explain:

  • how to keep the financial records necessary for sales, business assets and funds and use them for monitoring the financial state of the business
  • the broad principles and procedures in accounting systems
  • which financial statements and statutory returns are relevant to the business in terms of trading status
  • what should be contained in the cash flow forecast, profit and loss statement and balance sheets
  • which financial measures and forecasts are needed by the business
  • how to manage financial performance against budgets and take appropriate corrective action
  • which types of documents and methods are suitable for use in credit control and which systems will keep bad debt to a minimum
  • legal and ethical limits for credit control
  • what options there are for controlling debt and the costs of debt control plans

By the end of the workshop you will be able to introduce or improve financial record keeping systems and produce an action plan to monitor and improve the financial performance of your business.

Want to find more local support?

Visit Business Gateway Dundee

Essential Info

10th June 2020

09:30 - 12:30

Business Gateway Dundee
Units 27 & 28 City Quay
Camperdown Street


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