Date(s) - 26th October 2020
10:30 am

Meet the Expert Cash Flow Forecasting and Introduction to Xero for SME’s Interactive Business Support Workshop.

About this Event

Devon SMEs are invited to join two FREE interactive Business Support workshops.

The workshops will be delivered by Graham Roberts and Amy Wise of Blackwell Bate Limited Chartered Accountants and Tax Advisers as part of the ‘Meet the Expert’ Business Support Programme and will offer practical advice and tools to help support your business growth. The interactive workshops will be delivered over two sessions and will cover:

Workshop 1: What is cash flow and why is it important for your business – Monday 26 October 2020 @ 10.30

  • What will you learn?
  • Why monitoring cash flow is so important to small businesses
  • Practical tips to improve your cash flow
  • Four steps to a simple cash flow forecast
  • How the process looks end-to-end with real world examples
  • Useful tools you can use now

Workshop 2: An introduction to Xero for SMEs – Thursday 29 October @ 10:30

  • What you will learn?
  • The benefits of cloud software
  • An introduction to Xero
  • How to raise a sales invoice to a customer
  • How to record purchases from a supplier
  • An introduction to document collection and management software – Hubdoc vs Receipt Bank
  • Recording recurring entries
  • Maintaining the fixed asset register
  • Bank reconciliation on Xero
  • Tracking debtors and creditors
  • Dividend vouchers in Xero

There will be opportunities to ask questions and receive bespoke advice during the sessions.

Graham Roberts is a partner and director at Blackwell Bate which is based in Saltash and is responsible for business development for the firm. Graham has a range of experience having worked for a big four firm and several other large firms in the South West which he now successfully applies to his client base. He particularly enjoys working with growing clients, helping them with forecasting and finding funding solutions during challenging times. When he is not in the office Graham is involved with supporting the Plymouth Soup Run and is a member of Plymouth Round Table, raising lots of money for worthy local causes.

Amy Wise is a client manager at Blackwell Bate and looks after a range of clients from charities, sole traders, partnerships and limited companies of all sizes, from start ups to companies with turnover in excess of £10million. A Xero Hero who coaches and trains a team of support staff as well as clients and is always on hand to support clients. When she is not in the office Amy plays football for Plymouth Argyle Ladies and enjoys surfing in Cornwall.

Please register for both events as the workshops are designed to be delivered together. You will be contacted with the Microsoft Team Meeting joining details once you have registered. Please book early to avoid disappointment as spaces for Meet the Expert Workshops are limited.

Meet the Expert is a two year Plymouth City Council and EU funded business support programme. To find out more about the programme and access to grant funding please visit Meet the Expert.

The business support programme is EU funded and completely free to SMEs based in Devon.

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Get in touch

Contact the Growth Hub team to find out about support available locally.

03456 047 047

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