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Budgeting and performance measures by Kevin Lee

By: Lee, Kevin.
Publisher: Dunedin, New Zealand TEO Training 2010Description: 80 p. 30 cm.Subject(s): BUDGETS | BUSINESS | BUSINESS PLANNING | PLANNING | ORGANISATIONAL EFFECTIVENESS | MANAGEMENT BY OBJECTIVES | Business_and_Management
Contents:
INTRODUCTION ; PRESENTER ; SEVEN STRATEGIES FOR BUSINESS GROWTH: Knowing where a business is now and where it's heading ; Managing your most important asset - staff ; Managing perceptions of a business ; Properly servicing customers ; Driving down costs ; Generating cash flow ; Doing more with less ; Notes relating to your clients ; Notes from questions and answers session ; IDENTIFYING AND AVOIDING THE SEVEN DEADLY SINS OF BUSINESS : Poor financing structures ; Poor customer base ; Poor supplier base ; Lack of vision and planning ; Overtrading ; Poor financial process ; Lack of performance measures ; Notes relating to your clients ; Notes from questions and answers session ; BEST PRACTICE BUDGETING : Examining the three Ps of budgeting ; Establishing the purpose of budgeting ; Creating robust and efficient budget processes ; Budgets as a tool for motivating staff ; Notes relating to your clients ; Notes from questions and answers session ; BEST PRACTICE PERFORMANCE MEASURES : What are performance measures? ; Identifying the best performance measures ; The characteristics of good performance measures ; Integrating financial and non-financial performance measures ; Linking the balanced scorecard from strategic to operational level ; How to balance the balanced scorecard ; Setting targets for business measures and budgets ; Using the SMART acronym to set effective targets ; Notes relating to your clients ; Notes from questions and answers session ; APPENDICES : Further reading ; Introduction to consultants case study ; XYZ Builder: Statement of financial position ; XYZ Builder: Statement of financial performance ; ABC Country Pub: Statement of financial position ; ABC Country Pub: Statement of financial performance ; Gas Services Installation Co: Statement of financial position ; Gas Services Installation Co: Statement of financial performance ; Mystery Café, Bar, BBQ House: Business plan ; Balanced scorecard for a café ; Balanced scorecard for a fashion boutique ; Balanced scorecard for a legal firm ; Balanced scorecard for a sparky (sole trade electrician) ; Balanced scorecard for a jet boat company ; Balanced scorecard template for your clients
Summary: Provides a practical guide for accountants who want to help clients improve the performance of their business. Describes seven key strategies for business growth, and explains how to identify and avoid the "seven deadly sins" of business. Discusses best practice budgeting and performance measures. Includes several case studies of individual businesses.

INTRODUCTION ; PRESENTER ; SEVEN STRATEGIES FOR BUSINESS GROWTH: Knowing where a business is now and where it's heading ; Managing your most important asset - staff ; Managing perceptions of a business ; Properly servicing customers ; Driving down costs ; Generating cash flow ; Doing more with less ; Notes relating to your clients ; Notes from questions and answers session ; IDENTIFYING AND AVOIDING THE SEVEN DEADLY SINS OF BUSINESS : Poor financing structures ; Poor customer base ; Poor supplier base ; Lack of vision and planning ; Overtrading ; Poor financial process ; Lack of performance measures ; Notes relating to your clients ; Notes from questions and answers session ; BEST PRACTICE BUDGETING : Examining the three Ps of budgeting ; Establishing the purpose of budgeting ; Creating robust and efficient budget processes ; Budgets as a tool for motivating staff ; Notes relating to your clients ; Notes from questions and answers session ; BEST PRACTICE PERFORMANCE MEASURES : What are performance measures? ; Identifying the best performance measures ; The characteristics of good performance measures ; Integrating financial and non-financial performance measures ; Linking the balanced scorecard from strategic to operational level ; How to balance the balanced scorecard ; Setting targets for business measures and budgets ; Using the SMART acronym to set effective targets ; Notes relating to your clients ; Notes from questions and answers session ; APPENDICES : Further reading ; Introduction to consultants case study ; XYZ Builder: Statement of financial position ; XYZ Builder: Statement of financial performance ; ABC Country Pub: Statement of financial position ; ABC Country Pub: Statement of financial performance ; Gas Services Installation Co: Statement of financial position ; Gas Services Installation Co: Statement of financial performance ; Mystery Café, Bar, BBQ House: Business plan ; Balanced scorecard for a café ; Balanced scorecard for a fashion boutique ; Balanced scorecard for a legal firm ; Balanced scorecard for a sparky (sole trade electrician) ; Balanced scorecard for a jet boat company ; Balanced scorecard template for your clients

Provides a practical guide for accountants who want to help clients improve the performance of their business. Describes seven key strategies for business growth, and explains how to identify and avoid the "seven deadly sins" of business. Discusses best practice budgeting and performance measures. Includes several case studies of individual businesses.

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Formed in Australia. Members of CA ANZ are not liable for the debts and liabilities of CA ANZ

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