Resouces

These resources are here to help you and your team to develop their financial understanding and skill.  Feel free to use them in any way you want within your organisation.

There's lots more resources in the Vault.  If you've already signed up and want to access the Vault, sign in here:

If you want to sign up to the Vault and to my newsletter Finance Matters, click here.

For training managers, here's some resources you might want to use within your organisation.  Sign up to the Vault as well: there's loads more there!

Books

Every manager or training department should have a good library of business books.  Here's some books on finance.

Test your knowledge

Do your staff want to check their financial knowledge? Try our budgeting quiz, or our profit and cashflow quiz.

Quick checklists

It's always good to have a checklist!  Here's some financial checklists

• 11 points to consider when submitting your budget proposal
• 6 things to remember when looking at the monthly report
• 8 things to consider when approving invoices for payment
• 12 details to clear before signing the sales contract
• 10 boxes to tick before you send the invoice

Some short videos

I've developed a number of brief video sessions on a range of financial issues.  Feel free to use these as a training resource within your business:

• 100 seconds of Managing costs in your budget
• 100 seconds of  Managing Working capital
• 100 seconds of The product mix
• 100 seconds of Pricing for profit

Struggling to manage your budget?

I've also produced a series of articles to help you manage your budget better. Here's the first.