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Improve your Financial Skills, Unlock Business Growth!

Thu, 15 Aug

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Waiora House

Are you ready to take your business to the next level? We’re excited to have BFA join us and present our next GROW workshop.

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Improve your Financial Skills, Unlock Business Growth!
Improve your Financial Skills, Unlock Business Growth!

Time & Location

15 Aug 2024, 12:00 pm – 1:30 pm

Waiora House, 129 Spa Road, Taupō 3330, New Zealand

About the Event

Are you ready to take your business to the next level? We’re excited to have BFA join us and present our next GROW workshop. Financial knowledge is critical for business success. This workshop covers an introduction to the basic concepts of finance, and will help you understand how to read and use financial data to make better informed decisions for your business.

What You'll Learn:

Financial Terminology: Understand the language of finance.

Budgeting and Forecasting: Plan for the future with precision.

Cash Flow Management: Keep your business running smoothly.

Crucial Financial Reports: Read and interpret financial data effectively.

Revenue, Expenditure, Assets, and Liabilities: Get a comprehensive view of your business's financial health.

Capital Expenditure and Depreciation: Make informed investment decisions

Who Should Attend?

This course is perfect for business owners, managers, and anyone involved in planning, managing, or reporting financial data. No financial expertise required – just bring your enthusiasm to learn!

Space is limited so RSVP not to ensure you don't miss out!

Proudly presented by Sarah Lloyd, Joe O'Donoghue and Felicia Fredericksen from BFA Business Advisors and Accountants.

Sarah Lloyd - Director - Client Advisor

Sarah is a Chartered Accountant with many years of experience specialising in tax planning, international tax, business valuations, asset protection, budgets/forecasts, strategic and succession planning. She is also skilled with xero implementation and ensuring clients are up to date with the latest technology.  Sarah enjoys identifying problems and solving them and is committed to helping clients achieve their financial goals. She loves that BFA has a strong focus on business advisory work.

Joe O'Donoghue - Client Manager

Joe is a Chartered Accountant bringing a wealth of expertise with over eight years dedicated to guiding clients towards their business and financial aspirations. Previously working in agribusiness, Joe is now using his expertise in the commercial and forestry sectors.

Felicia Fredericksen - Client Manager

Felicia is a Chartered Accountant specialising in advisory and accounts processing. She also excels in commercial budgeting and forecasting.  Felicia offers spotlight reporting and with her wide-ranging knowledge can guide our clients through various accounting systems with ease.

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