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Financial Toolkit

Need that confidence to make better financial decisions and manage your finances? This financial toolkit program includes financial templates and easy-to-follow explanation videos. Use the tools to help you meet your goals and work through financial challenges!
For Pre-Accelerator Programme
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What Is This About?

Managing Partner of BlackStorm, Shelby Tee, once said, "The financial systems of a company are its bloodline." This statement cannot be more accurate at this junction, with many businesses pivoting their offerings while preparing for the endemic.

Having a financial toolkit that works for you and your team is one way to set yourself up for success. Regardless of your financial situation, this financial toolkit, including Profit & Loss Statement Template, Balance Sheet, Cash Flow Statement Template, and Company Valuation Template, will help you take charge of your finances like a pro. We also included easy-to-follow videos and self-explanatory exercises to get you started!

Course Overview

Profit & Loss Statement Template 

The Profit & Loss Statement helps you summarise the company's revenues and expenses incurred during a specific period, providing information about the company's ability to generate profits by increasing revenue, reducing costs or both.

Balance Sheet Template

The Balance Sheet aims to assist you in identifying a company's assets, liabilities and shareholders' equity. It provides an overview of what your company owns and owes, as well as the amount invested by shareholders.

Cash Flow Statement Template

The Cash Flow Statement can assist you in reporting the cash your company generated and spent during a specific period of time. It includes all cash inflows a company receives from its ongoing operations and external investment sources, as well as all cash outflows that pay for business activities and investments.

Company Valuation Template

There are a total of six simple and useful methods to help a company with its valuation. The different methods each have their pros and cons, and companies should choose which method should best be used accordingly. Different definitions of the respective finance terms have been included in each sheet. Additionally, we have included the industry average that the company can work towards to and hold as a target.

Course Outline

Meet the Instructor

Shelby Tee

Shelby Tee is the Managing Partner of BlackStorm Consulting. Shelby is always keen on exploring new things, and nothing excites her more than a new challenge. Her expertise lies in corporate and product marketing, project management, business operations and crisis management.

Being in the cut-throat world of retail marketing and project management for nine years has allowed Shelby to quickly identify clients' needs and deliver the best for them. In addition, her experience in a wide variety of industries has led her to adapt to any situation and environment.