Flow Management and Forecasting

Create a sales forecast, manage your own personal flow and learn how to reduce debt to improve your flow.
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12 students enrolled
Instructed by Lisa Newton Business / Finance
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  • Lectures 10
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 9/2014 English

Course Description

The course is about how to forecast sales and how to manage and improve upon your own personal cashflow. We cover what cashflow is, ways in which cash flows in to us, improvements to the cashflow, cashflow problems and how to reduce your debt to improve the cashflow situation. Many people have payments going out to cover debt repayments (or to just service the debt ie through interest payments) and this in itself can be a huge obstacle to improving the cashflow - and this is also something that the course covers.

There's a video to explain the concepts of:

  • Sales forecasting
  • Cashflow management

And a downloadable book for reducing debt levels - to improve the cashflow.

The course will take approx 1 hour to complete.

It's an ideal course if you are working in the accounts / finance department and/or if you are thinking of embarking on a career in accountancy or bookkeeping and part of your requirement is to create cashflow forecasts and report back to the owners of the firm.

If you are thinking of starting your own business and want to plan your business better and how you can improve upon those numbers, then this course is for you.

Also, if you are trying to improve your own personal financial situation, then understanding how cashflow works, and how it can be better managed will be very useful for you.

The type of terminology you can expect on the course is largely business-focused, so we'll talk about assets, liabilities, expenses, income, forecasting, projecting, cashflow, budgeting - a lot of 'accounting' talk. These concepts are explained, and we don't expect the students to have any prior knowledge of any of this.

You are also given a cashflow forecast template - which you can use for your business, and a template for your personal figures, so that you can use this material for your personal life too.

What are the requirements?

  • You'll need to be prepared to dig out your own bank statements (last 3 months min) so that you can fill in the template
  • No previous accounting or finance knowledge required or assumed

What am I going to get from this course?

  • By the end of the course you will be able to forecast and manage the cashflow
  • Manage personal finances better

Who is the target audience?

  • Business owners, students of accountancy / finance / bookkeeping, budding finance directors and management accountants
  • Individuals who want to manage their personal cashflows better

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction to the course
Section 2: Forecasting

How to forecast sales.

Section 3: Cashflow Management
What is cashflow?
Cashflow Planning & Management
Cashflow planning - part 2
Managing Cashflow - where it can go wrong
Cashflow Forecasts explained

How to manage your own personal cashflow.


Get out of debt and into the money

Section 4: Concluding lecture
Concluding lecture

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Instructor Biography

Lisa Newton, Entrepreneur & Serial Author

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award.

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation and cosmic ordering.

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