Practical Financial Planning with Excel for Small Business

Do your finances feel unpredictable - or are you always one bad month away from a cash crisis?

This short, practical course gives you the tools to take back control. In just 90 minutes you'll know exactly how to build a cash flow forecast in Excel, set a realistic budget, and spot financial problems before they become emergencies.

No accounting degree needed. No expensive software. Just Excel, a worked example, and a step-by-step tutor with over 20 years of experience in accounting and finance.

What you'll learn:

• What cash flow is and why it matters more than profit

• How to build a cash flow forecast from scratch in Excel

• The difference between income and expense forecasting - and how to get both right

• What poor cash flow management really costs a business

• How to improve your cash flow position practically

• How to set a budget and stick to it month by month

• The real consequences of late payments and debt — and how to manage them

What's included:

• Editable Excel cash flow forecast template

• Editable monthly budget planner

• Worked real-world example with video walkthrough

• Downloadable resources you can use immediately in your business

Who this course is for:

• Small business owners and sole traders who want to understand their finances better

• Entrepreneurs, freelancers and side-hustlers managing irregular income

• Bookkeepers and finance staff who want a practical refresher

• Anyone who wants to stop guessing and start making confident financial decisions

By the end of this course you'll have a working cash flow forecast and budget you can update every single month - and the knowledge to understand what the numbers are telling you.