Financial training

For business owners all the way through to finance teams

Accounting software

We’ve been using accounting software across a wide range of businesses for decades so we know exactly what financial information businesses need their software to generate. And we know how to enter the bookkeeping data to produce the required results. We’ll show you how to get what your business needs from your chosen software (which might be different from what your software provider thinks you need!).

How does our Xero training work?
How does our Xero training work?

You’ve invested in Xero and perhaps been using it for a while but has anyone shown you how to get the best out of it for your business? In our half-day, practical training sessions we work with your people on your real transactions in your Xero file so everyone knows how to get the most out of Xero in their day-to-day job. We look at:

  • Data entry
  • Financial controls such as bank reconciliations
  • Integration of apps
  • Efficient workflows
  • Financial reports
And everything is in the context of making Xero work for your business. Price - £350 plus VAT per half-day session.

QuickBooks training for London businesses
QuickBooks training for London businesses

Many businesses use QuickBooks every day but don’t get the full benefit from it.

Our QuickBooks training sessions help business owners and their teams use the software more effectively by improving how transactions are recorded and how financial reports are produced.

Delivered by Chartered Accountants who work with owner-managed businesses, the sessions focus on practical improvements that make bookkeeping more efficient and produce clearer financial information for managing your business.

Our training typically helps businesses:

  • record transactions more efficiently
  • avoid common bookkeeping mistakes
  • produce useful financial reports from QuickBooks
  • introduce financial controls such as bank reconciliations

And everything is in the context of making QuickBooks work for your business.

Price - £350 plus VAT per half-day session

FreeAgent training for business owners
FreeAgent training for business owners

FreeAgent is simple and powerful accounting software designed for small businesses and freelancers.

Our training sessions help business owners use FreeAgent more effectively by improving how transactions are recorded and how financial information is used to understand business performance.

Delivered by Chartered Accountants, the sessions focus on practical improvements that make bookkeeping easier and help you keep track of profitability, cashflow and taxes.

Our training typically helps businesses:

  • understand the financial information FreeAgent produces
  • record income and expenses correctly
  • keep on top of credit control
  • keep bookkeeping simple and efficient

Upskill your finance team

We fill the gap between the books and the Board and we also help the top teams as well. Upskilling for accountants raises the game of everyone in your finance team and Finance for non-financial managers address the broad and age-old issue that there are insufficient pathways for senior managers to pick up the finance skills they need to be effective in their roles.

Your finance team should be an investment not a cost
Your finance team should be an investment not a cost

A robust finance department isn’t just about number crunching; it’s about strategic financial management, risk mitigation, and informed decision-making. To help you get there, our Upskilling for accountants programme looks at:

  1. Upgrading skills and expertise
  2. Embracing technology
  3. Streamlining processes
  4. Communication and Collaboration
  5. A wider and deeper role for finance across your organisation
Call Michael Austin on 020 7125 0270 to find out more

A little knowledge is a dangerous thing!
A little knowledge is a dangerous thing!

A little knowledge is a dangerous thing! As you rise up the ranks of any business you need to know more and more about the numbers so you can have a greater impact on success. We guide you through:

  1. Profit and loss
  2. Cashflow
  3. Margins and mark-ups
  4. Budgets and business plans
  5. What (on earth) is a balance sheet?
No textbooks – just practical, illuminating help. Call Michael Austin on 020 7125 0270 to find out more

Trusted by many

“I was a little apprehensive about working with a new accountant but I didn’t need to worry – I have found their approach to be friendly, genuine and they go above & beyond to help.”

“Blue Dot have been our accountants and bookkeepers since the very beginning of our business, and have been nothing short of outstanding throughout.”

“We are a small organisation with no in-house financial expertise, so it’s a huge weight off my mind knowing that I can rely on Michael and his team to take care of everything.”

“As the business owner, it can get lonely making all the decisions.  I feel I have a ‘silent FD’ that I can call, challenge and that any idea is OK to discuss, and to arrive at a sensible way forward.”

“Blue Dot Consulting went above and beyond in helping us navigate not only the transition to cloud-based accounting but also in leading our accounts team through a broader period of transformation.”

“Having someone in the room that is happy to (in a structured way) challenge the norm and not simply accept that, because things look good, we should stop looking to improve.”