MODULE 11 Budgeting, Pricing, Understanding Financial Statements, Ratios & A Customer’s Perception Of Value

The financial statements have new names. They are reported here for those not yet familiar with them.

An income statement is now called a “Statement of Comprehensive Income”, a balance sheet has been named as a “Statement of Financial Position.” The required statement of retained earnings has been replaced by a “Statement of Changes in Shareholder’s Equity


  • 5 year expense, income and gross profit estimation
  • Pricing your product/service/process
  • Important financial concepts and terminology explained
  • Important financial ratios and formulas (supplied) to calculate business health
  • Why financial statements are important
  • Understanding debits and credits
  • Understanding Cash Flow Statements (with free excel template : Appendix 2)
  • Understanding Statements of Comprehensive Income (with free excel template : Appendix 3)
  • Understanding Statements of Financial Position (with free excel template : Appendix 4)
  • Understanding Statements of Changes in Equity (with free excel template : Appendix 5)
  • Limitations of financial statements
  • Where is the money going to come from to finance your business requirements? (Options)
  • – Planning for unexpected events (covered in more detail in Module 12 as well)
  • – Why it is important to pay yourself
  • – Personal funding
  • – Private loans
  • – Private equity investments/Buy-Ins
  • – Bank loans
  • – Crowd funding
  • Ways to save money, improve efficiency and increase revenue
  • A customer’s perception of value
  • Changing the way you receive payment and adding more payment options for your customers
  • Good record and control practices
  • Orders and deliveries
  • How to choose your financial advisor
  • Module 11 completion form
  • Appendix 1 : Expense List Template
  • Appendix 2 : Cash Flow Statement Template
  • Appendix 3 : Statement Of Comprehensive Income Template
  • Appendix 4 : Statement Of Financial Position Template
  • Appendix 5 : Statement Of Changes In Equity Template
  • Appendix 6 : Quotation/Purchase Order Template
  • Appendix 7 : Invoice Template
  • Appendix 8 : Statement Template
  • Appendix 9 : Receipt Template
  • Without a sound understanding of financial terminology, profitability ratios and simple debits and credits you will struggle to have an accurate picture of how your business is really performing in terms of income and expenses.

  • You will also not be able to tell if those who you entrust your financial affairs to, are doing a good job or robbing you blind.

  • You could end up paying more than you have to in terms of fees and interest charges when you borrow money.

  • Give yourself a sound foundation and take control of your financial affairs.

  • Create professional financial reports, invoices, statements, receipts and so on.

  • This module will help you to save money, improve efficiency and increase revenue!

  • We also refer you to Module: South Africa Laws And Regulations if you who conduct business in South Africa

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