Understand your finances: Empowering Ltd companies and CICs through 1:1 Support

Managing the finances of a limited company or community interest company (CIC) can feel like navigating a maze. Profit and Loss reports, balance sheets, and cash flow forecasts often come with complex terms that leave many business owners confused or overwhelmed. If you find yourself nodding along in meetings but secretly unsure about what the numbers really mean, you are not alone. Understanding your financial reports is key to making confident decisions and steering your business toward success.

Why Understanding Your Financial Reports Matters

Knowing what your financial statements reveal helps you:

• Identify true profitability

Understand if your business is genuinely making money or just breaking even.

• Detect cash flow issues early

Spot potential shortfalls before they turn into urgent problems.

• Make informed decisions

Set prices, manage costs, and plan investments with clarity.

• Communicate effectively with your accountant

Have meaningful conversations without feeling lost in jargon.

You don’t need to become an accountant. You just need someone to explain your numbers in plain language, using examples from your own business.

What You Can Learn in 1:1 Finance Support Sessions

I offer personalized one-on-one sessions designed for directors and owners of Ltd companies and CICs who want to feel confident about their finances. Together, we will cover:

• Financial terms made simple

Revenue, gross profit, net profit, assets, liabilities, equity, directors’ loans, dividends — explained clearly.

• Profit and Loss reports

What these reports say about your sales, expenses, and overall profit.

• Balance sheets

Understand what your business owns, owes, and how financially stable it is.

• Cash flow basics

Learn why profit and cash are different, and how to plan for upcoming expenses.

• Monthly management accounts

Discover which numbers to track regularly to keep your business on course.

You can bring your own financial reports, or we can use sample data to practice.

A printed Profit and Loss report with highlighted key figures

How the Sessions Work

• Format

Online via Zoom or in person by arrangement.

• Duration

Typically 60 to 90 minutes per session, tailored to your needs.

• Approach

Interactive and practical, focusing on your actual business numbers.

• Follow-up

You receive a summary and action points to help you apply what you’ve learned.

Real Examples of What You’ll Gain

Imagine you notice your cash flow forecast shows a dip next month, even though your Profit and Loss report looks healthy. This means you might have bills due before expected payments arrive. With this insight, you can arrange short-term financing or delay some expenses to avoid a cash crunch.

Or, you might discover that your gross profit margin is shrinking because your costs have increased, even though sales are steady. This could prompt you to review supplier contracts or adjust pricing.

These practical insights come from understanding your reports, not just looking at numbers.

Taking Control of Your Business Finances

Many business owners feel stuck because they don’t fully grasp their financial reports. This uncertainty can lead to missed opportunities or unexpected problems. With tailored 1:1 support, you gain clarity and confidence. You’ll be able to:

• Ask the right questions in meetings

• Spot trends and issues early

• Make decisions based on facts, not guesswork

• Build a stronger relationship with your accountant or finance team

  
  

Understanding your numbers is a powerful step toward running a healthier, more successful business.

Ready to feel more confident with your business finances?

If you’d like 1:1 support to understand your Ltd company or CIC numbers, I’d love to hear from you.

Email me at info@gennyjonestraining.com with:

• A few lines about your business or CIC

• Whether you’re interested in a 3‑hour intensive or the 6‑session programme

• What you most want to understand (P&L, balance sheet, cash flow, management accounts, or “all of it!”)

I’ll send you more details, available dates and pricing, and we’ll create a session that makes your numbers finally make sense.

You can also book a 30 minute free consultation with me to understand your needs and how we can work together and boost your Confidence in managing and understanding your business finances.