Financial Management for Effective Performance Toolkit

The SmartMate Financial Management for Effective Performance toolkit is designed to set you up with good habits that will help you to get the most out of your financial advisers and the financial reports produced for your business.

The toolkit will give you more confidence around your numbers, what they mean and what types of questions you should be asking when you not only look back, but look forward. An essential part, we believe, is ensuring you have the tools to provide a strong link between your business or strategic plan and the financial planning activities such as budgeting, tax planning, forecasting and monitoring cash flow. This is a step often undervalued by business owners who outsource the financial management to a third party. Lastly, we give you some ideas and tools that can help you to share some of your financial information with the team. Maybe not everything, but there are gains to be made from being transparent around some of the numbers – especially when you have some financial goals in your strategic plan that you are trying to achieve as a team.

An extension to this toolkit is how you can start to create your own financial ‘dashboard’ or simple custom reports or project analysis.

Modules for this toolkit are on the SmartMate development roadmap, check back in soon or contact us if you want to find out more!