So your own people can do more of it.
The aim is to need us less. Owners who can read their own statements ask better questions, and staff who understand the software stop creating the problems we get paid to fix.
Who this is for
- You sign things you do not fully follow.
- Your team uses the accounting software but nobody was taught it.
- The same manual task eats a day a week and nobody has asked why.
How it runs
- Finance for owners and managers: reading the statements and what to do about them.
- Software training on the parts your people actually touch.
- Workshops on your own SOPs, so the process is understood not just written.
- A look at which manual work is worth automating, and which is not.
What is included.
- Finance for owners and managers
- Reading financial statements
- Budget and cash-flow training
- Accounting software training
- SOP and process workshops
- AI productivity training
- Finding work worth automating
- Staff process training
Two audiences, and they are not the same session.
Owners and managers who sign things they do not fully follow need one thing. Staff who use the accounting software but were never actually taught it need something else entirely. Running those as one session serves neither, so we do not.
Both run on your own ledger rather than a demo company. Training on sample data teaches the software. Training on your own numbers teaches your business, and people remember the second one because it is about work they recognise.
How we try to make it outlast the session
- The SOPs get written down as part of the work, so the knowledge sits in a document rather than in whoever attended.
- Workshops run on those SOPs, because a process that is written but not understood is a process nobody follows.
- The automation review says what is not worth automating as well as what is. Plenty of manual work costs less left alone than built around.
- Owners get taught to read the statements they are already signing, which is usually the highest return hour in the whole engagement.
What an owner session actually covers.
The point is not accounting theory. It is that you stop signing things you do not fully follow, which for most owners is a couple of hours of work rather than a course.
So the session runs on your own statements. We go through the lines that move together, why profit and cash pull apart and what that gap is telling you, and what a receivable balance climbing month after month says about your collections rather than your sales.
The parts people say were worth it
- Reading your own profit and loss and balance sheet well enough to ask the next question yourself.
- Budget against actual: which variances mean something and which are noise you can ignore.
- The three questions worth asking before you sign anything, whoever put it in front of you.
- For staff sessions, the parts of the software they actually touch, entered correctly the first time rather than corrected later.
Before you call.
Who is this for?
Owners and managers who sign things they do not fully follow, and staff who use the accounting software but were never actually taught it. Those are two different sessions and we do not run them as one.
Do you train on our own accounts or on examples?
On your own. Training on a demo company teaches the software. Training on your own ledger teaches your business, and people remember the second one.
What if the person we train leaves?
That is the argument for writing the SOPs down as part of the work rather than leaving the knowledge in a person. The workshops run on your own SOPs so the process is understood, not just filed.
Will you tell us what to automate?
We will tell you what is worth automating and what is not. The second half of that is the useful half. Plenty of manual work costs less to leave alone than to build around.
More general questions are answered on the contact page.
Get a free review of your accounts.
Thirty minutes, no charge. We say honestly whether we can help, and what it would cost.