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Whether you've raised funding, started generating revenue, or are building your business, do you have a system to track where the money goes?
When a co-founder pays for something personally, how is that expense recorded, approved & reimbursed? Can you see what has been paid, what is still outstanding, & where the supporting documents are?
Getting your finances organised starts with the processes you use every day.
In this Lunch & Learn, we'll explore how to build simple financial systems that help you manage your startup's money & understand your business as it grows.
What we'll cover
Your DocumentationWhat invoices, receipts, contracts & payment records should you capture-and how can you keep them organised?
Your Financial ProcessesHow can you set up a consistent system for invoicing, payments, expense claims & founder reimbursements, so nothing gets missed or paid twice?
Your BookkeepingHow do your everyday records become reliable accounts, & what should you keep updated each month?
Your NumbersWhat can revenue, margins, profit, cash flow & runway tell you-and which numbers should you regularly review?
Your Business DecisionsHow can your numbers help you plan spending, assess pricing & decide whether you can afford your next hire?
Your Readiness for OpportunitiesHow can organised records & clear financial reports help you prepare information for tax filing, grant applications & funding conversations?
This session is perfect for startup founders, entrepreneurs & early-stage teams-including those who have already raised funding-who want to establish practical financial systems & better understand their business performance.
Presented by Mathura Kannan, ICAEW Chartered Accountant, Managing Director of Simply Empowering & Co-Founder of Expop, who works with businesses to set up financial processes, manage their accounting & turn their numbers into useful insights.
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