What you will learn
Explain why financial control is a key factor in the sustainability of MSME businesses.
Differentiate measurable business decisions based on data from speculative decisions based on assumptions.
Identify common risks during expansion without reading cash flow and operating costs.
Understand FinanceWhiz as a financial system for recording, processing data, and presenting reports.
Explain the difference between MSME working conditions without a system and with an organized financial system.
Use dashboard understanding to read summaries of income/expenses, cash flow, and reports.
Understand the core FinanceWhiz workflow, including recording flexibility and report access.
Conduct an audit of financial conditions and design a recording flow and priority needs for a financial system.
Course Description
This module equips participants to understand why financial control determines the survival of a business, then practice how to view financial conditions in a structured way through FinanceWhiz as a system. Participants will learn the difference between working without a system vs with a system, get to know the dashboard and reports, and understand the workflow of FinanceWhiz features through to the closing.
Course Curriculum
Handbook
1 Lessons
Professional Bookkeeping Without an Accountant? Absolutely!
2.77 MB
Video 1 — Why Financial Control Determines Business Survival
1 Lessons
Why Financial Control Determines Business Survival
3:15
minutes
Video 2 — Understanding FinanceWhiz as a Financial System
1 Lessons
Understanding FinanceWhiz as a Financial System
1:39
minutes
Video 3 — Comparison of Working Conditions: Without & With FinanceWhiz
1 Lessons
Comparison of Working Conditions: Without & With FinanceWhiz
2:18
minutes
Video 4 — FinanceWhiz Workflow + Closing
1 Lessons
FinanceWhiz Workflow + Closing
7:44
minutes