Introduction to SME Financial Reporting

The role of financial reporting in startup and SME success
Differences between SME and corporate reporting environments
Overview of statutory reporting requirements for small entities

Preparing Core Financial Statements

Income statement: revenue, cost, and profitability
Balance sheet: assets, liabilities, and equity explained
Cash flow statement: operational, investing, and financing activities
Common errors in SME financial reporting and how to avoid them

Financial Analysis Techniques

Key financial ratios: liquidity, solvency, profitability, and efficiency
Trend and comparative analysis
Break-even and contribution margin analysis
Linking financial metrics to business performance

Budgeting and Forecasting for SMEs

Creating realistic financial projections
Using historical data to model future performance
Budgeting methods and variance analysis
Forecasting cash flows to ensure liquidity and business continuity

Regulatory and Tax Considerations for Startups and SMEs

Overview of applicable accounting standards for SMEs (e.g., IFRS for SMEs or local GAAP)
Financial disclosures and tax compliance essentials
Preparing for audits and stakeholder reviews

Using Financial Reports to Support Decision-Making

Financial reporting for internal management use
Communicating performance to banks and investors
Structuring financial data for pitch decks and funding proposals

Technology and Tools for SME Financial Reporting

Introduction to accounting software for small businesses (e.g., QuickBooks, Xero)
Automation in financial reporting and real-time dashboards
Implementing cost-effective financial controls

Case Studies and Group Exercises

Startup financial reporting challenges and solutions
Hands-on exercises in preparing and analyzing SME financial statements
Role-play scenarios involving investor communication and financial planning

Participants will leave the course with the ability to manage their organization's financial reporting processes confidently and use financial data to drive decision-making and long-term sustainability.

Financial Reporting and Analysis for Startups and SMEs Training Course in Geneva

Available Dates

Custom Date Selection

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Objectives and Target Group

Course Content