Let’s Talk Finance

• Duration: eight hours, as one day or as shorter 2- or 4-hour sessions
• Format: a hands-on workshop, using colour instead of jargon
• Delivery: virtual or in person, with David Davis. A self-paced online version is also available.

Who it is for

Owners, managers and anyone who needs to understand the numbers without being an accountant. You start from zero and leave able to hold a confident conversation with your accountant, your bank, your investors and your team.

What you will gain

• The ability to read and explain a balance sheet and an income statement
• A plain-language understanding of revenue, equity, liabilities, assets and expenses
• Confidence in conversations with accountants, auditors, banks and investors
• A clear picture of how the parts of your business work together to create profit
• Where delivered one-to-one: your own financials mapped onto the BaSiS Board™

Workshop agenda

• A new view of accounting: accounting as the language of business, and why point of view changes everything.
• The balance sheet: why a balance sheet has two sides, and how to recognise what counts as an asset.
• The income statement: unpacking profit, seeing double entry in action and understanding accrual accounting.
• Real business situations: debtors and creditors, deferrals and prepayments, and depreciation.
• The BaSiS Board™ and RELAX: one colour-coded page that shows every financial situation using five concepts.
• Telling the business story: reading the balance sheet and income statement together to tell the financial story.

Fees are agreed at your exploration session and depend on the format and the number of delegates.

Let’s Talk Finance is a Wealthvox programme, powered by the Colour Accounting™ Learning System. RELAX framework © Wealthvox. BaSiS Board™ created by Peter Frampton & Mark Robilliard (The Joy of Accounting). Delivered by BeyondPossible PTY LTD.

Start with a conversation

Book a free exploration session to plan a workshop for you or your team.