Plan your business finances - without making budgeting and forecasting complicated
Create a practical financial plan, understand what your business needs to achieve, and make adjustments as things change.
Start your Financial Planning Step today and take control of your business numbers.
Lifetime access. No pressure. Work through it at your own pace.
This is for you if...
This Step is designed for small business owners who want to plan ahead financially, without needing complicated spreadsheets or financial expertise.
It's for you if:
- You know what your business has achieved, but aren't always sure what the next 12 months might look like
- You don't currently have a budget, or you've created one in the past but haven't kept it up to date
- You want to understand whether your business can afford the things you're planning
- You find yourself reacting to financial surprises rather than preparing for them
- You want to make more confident decisions about spending, investing and growing your business
You don't need to understand every accounting rule - you need the right information, straightforward processes and a regular way of checking what's happening.
What you'll get inside this Step
Inside this Step, you'll learn how to create a practical financial plan for your business, review your progress and adjust your plans as things change.
You'll learn:
- why financial planning matters and how it helps you run your business
- how to create a straightforward 12-month budget
- how to plan your income, costs and expected profit
- how to compare your actual results against your budget
- how to identify differences and understand what they mean
- when and how to update your forecasts as circumstances change
- how a longer-term financial plan can support your business goals
- how to use your financial plan to make better business decisions
You'll also get:
- Full Financial Planning Step course
- Introduction to The Steps
- Practical, easy-to-follow modules
- Financial Planning Workbook (Excel)
- Finance Systems Review
- Lifetime access
- Community access
Everything is designed to be practical, so you can create a financial plan that works for your business and actually use it throughout the year.
By the end of this Step, you'll:
- understand how financial planning can help you run your business
- have a practical 12-month budget to work from
- know how to review your results against your plan
- be able to adjust your forecasts when things change
- feel more confident making financial decisions about your business
Lifetime access. No pressure. Work through it at your own pace.
You're not doing this on your own
Inside your course, you'll also have access to the Community - a space alongside other small business owners working through their Steps.
You can:
- ask questions
- share progress
- see how others are approaching things
