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Business Booking Details

Payment Of Invoices

For bookings from established businesses, we do not require payment at the point of booking.

We will send you an invoice which you can submit to your accounts payable system.

Purchase Orders

If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.

  • If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
  • If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
  • We will send you an invoice (without a P.O.) which you can use to generate a P.O..
  • We will then re-issue your invoice with your P.O. included when you provide us with it

PAYMENT METHODS:

You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.

We accept payment either via direct bank transfer or card

Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.

Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.

Key Finance Skills for E.A.s and Administrators

This course has been designed to give EAs the core financial skills and knowledge you need to make a difference today.

It involves real-life examples and exercises so that you have time to experiment with what you are being taught and ask questions.

By the time you finish, you’ll be comfortable working with a variety of financial reports and concepts.

✔ A complete beginners’ course that covers all of the financial basics you need.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

What Will I Learn?

You’ll learn about:

  • The Purpose and Rules of Finance.
  • Key Parts of Day-to-Day Finance.
  • Audit and Taxation.
  • Tackling and Managing Expenditure.
  • Techniques for Preparing Credible and Robust Budgets.

Am I Ready For This Course?

This course has been designed for EAs and administrators who want to learn practical methods and techniques to successfully fulfil their financial responsibilities and better support their manager.

The Training Day

Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned training facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual which covers everything in the course.
✔ Your course exercises so that you can practice at home.
✔ A Certificate of Attendance.

 

Course Details

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  • Accounting rules
  • Financial terminology
  • The finance pyramid
  • Financial responsibility shield
  • Accounts receivable/ accounts payable
  • Effective purchasing
  • Fixed asset register, depreciation and amortisation
  • General ledger
  • Payroll and time recording
  • Treasury and cash flow management
  • Source records
  • Coding to the general ledger
  • Types of financial audit
  • Income tax and VAT
  • HMRC record keeping requirements
  • Tips for managing costs: Fixed vs variable costs, Direct vs indirect costs, discretionary costs
  • Interpreting monthly cost centre reports and identifying actions required
  • Ways to ensure that significant expenses are recorded
  • Practical techniques for preparing budgets
  • Benefits of zero-based budgeting and incremental budgeting
  • How to phase budgets quickly and accurately
  • Tips for effective budgeting

Online Training Requirements

To attend this Finance Skills course online, you will need:

✔ Zoom on your Windows PC/laptop with a camera, speakers & microphone
✔ A stable internet connection capable of running Zoom
✔ To be a confident computer user and able to use Zoom

If you have access to a second screen, we would encourage you to use it as it improves the experience.