Finance Team
Training
Managing the financial health of a business is not a small task. It requires knowledge, experience and education in financial management.
In this section
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An experienced in-house team may be the most efficient way to manage your finance function – but they might not have the experience required. That’s where we can help.
About Finance Team Training
The Genus team consists of business finance specialists, qualified accountants, and data experts, and we like to share this expertise with our clients.
One way we do this is through dedicated finance team training. We want to help upskill your existing finance team to improve their experience and confidence with all financial matters. This compliments formal accountancy training by providing specific support and guidance for your business rather than theoretical training.
Why invest in finance team training?
Managing the financial health of a business is not a small task. It requires knowledge, experience and education in financial management.
For SMEs (Small to medium-sized enterprises), outsourcing their finance functions to a qualified specialist is efficient, cost-effective, and dependable. However, that may not be the preferred route for every business, especially larger ones. Eventually, you may wish to assemble your own finance team.
Unfortunately, recruiting specialists with considerable firm experience in this area can be costly. An alternative is to upskill your existing team so that they can effectively manage your finances.
Areas we cover
The finance function of your business covers all the activities related to the management of money; this means critical areas like:
- Bookkeeping, or keeping track of income and expenses
- Budgeting and forecasting, including introducing scenarios around raising capital for the business and making investments, such as in new products, markets and technologies
- Managing and mitigating financial risk
- Producing detailed and valuable management information to help leaders make better business decisions.
More Genus
Services
- Finance Director & CFO
- Management Reporting
- Cash flow
- Software
- Data Analytics
- Process Mapping
- Xero Training
- Converting to Xero
Finance Director & CFO
Services
A finance lead brings a uniquely qualified financial understanding, ensuring the business stays as close as possible to its intended path in the future.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Management Reporting
& Accounts
Using award-winning cloud software, the Genus team regularly transforms facts and figures into insightful reports, enabling you to grow your business confidently.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Cash flow
Forecasting & Budgeting
Cash flow is the lifeblood of your business, and we can help you create a dependable budget and interactive forecast. These can inform business decisions and enhance your Management Information.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Software
Solutions
Software Solutions is a service that enables businesses to work smarter, not harder. We work with you to design and improve your business systems, providing a fully bespoke service.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Data Analytics
Services
In today’s data-rich environment, financial data holds the key to smarter business decisions. But numbers alone don’t tell the whole story.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Process Mapping
& Reviews
As part of our process mapping and reviews service, our team will carefully dissect your existing financial processes and controls, uncovering inefficiencies, duplication, and potential vulnerabilities.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Xero Training
& Support
Genus is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Converting to Xero
When it comes to managing accounts, payroll, and related business responsibilities, we believe Xero offers the most flexible and insightful platform for businesses.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
If you're ready to get started, contact the Genus team
using the form below and we will be in touch.