Financial Management & Reporting

Are you a small business owner without a dedicated financial manager in the company? Here you can educate yourself on financial management and reporting issues.

10 Financial management tips

Survive businesses failures that are caused by poor financial management and record keeping
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Assessing your company's financial position

If you're not so clued up about the accounting and financial side of your business, you may not realise how an in-depth financial analysis can benefit your company. Learn how to get the most out of your financial information.

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Balance Sheet Template

Use this balance sheet template to create your own balance sheet.
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Basic accounting terms and concepts

While the bookkeeping and financial admin side of your business can be daunting, understanding a few basic concepts will help you understand the basics.

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Business Valuation Methods

There are a number of instances when you may need to determine the market value of a business. Try any of the valuation methods described in this article.
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Current ratio calculator

Your current ratio, a comparison of current assets to current liabilities, is of particular importance to you if you're thinking of borrowing money or getting credit from one of your suppliers. Potential creditors also use this ratio to measure a business or entrepreneur's liquidity or ability to pay off short-term debts. Bankrate has created and provided a free, online calculator which you can use to calculate your current ratio at any given time.

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Example of a Tax Invoice

In order to comply with VAT regulations, for any sale of more than R50, you have to issue a tax invoice, with the word "tax invoice" printed on it.

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Income Statement Template

Income statement is also called profit and loss (P&L) statement. Use the income statement template to compute your net income.
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Managing Debt

Analyze your business's financial situation and decide whether you need to seek debt financing to manage your debt.
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National Credit Regulator

Regulating author for both money lenders and financial services organisations
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The Banking Ombudsman

Settles disputes/complaints related to Banks and Financial Services Institutions
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