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Tips & Advice Financial Controller

Your easy-to-read guide to cost-saving financial management, every month

Tips & Advice Financial Controller is... 

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Here are some of the topics we cover:


Accounting

  • Accounting errors
  • Accounting records
  • Accounting standards
  • Accounting systems
  • Accruals basis
  • Annual accounts
  • Asset class
  • Asset disposal
  • Balance sheet
  • Chart of accounts
  • Closing books
  • Cost accounting
  • Dealing with accountants
  • Depreciaton
  • Extraordinary/exceptional items
  • Filing
  • Filleted accounts
  • Financial accounting
  • Fixed asset register
  • FRS102
  • Management accounts
  • Micro entities
  • Miscellaneous
  • Ongoing concerns
  • Prepayments
  • Reconciliation
  • Records
  • Standards
  • Sub accounts
  • Working trial balance

Accounts payable

  • Accounts payable
  • Bitcoin payments
  • Days payable outstanding
  • Invoice coding
  • Miscellaneous
  • Purchase ledger
  • Purchase orders

Audits

  • Audit fees
  • Audit limit
  • Changing auditors
  • Internal controls
  • Miscellaneous
  • Ongoing concerns
  • Working with auditors

Banking

  • Bank charges
  • Bank selection
  • Complaints
  • Interest accounts
  • Miscellaneous
  • Overdraft facility

Brexit

  • Brexit

Budgeting

  • Business plans
  • Continuous budgeting
  • Cutting budgets
  • Forecasting/planning
  • Key performance indicators
  • Miscellaneous
  • Setting annual budgets

Business valuation

  • Business sale
  • Valuation methods

Buying

  • Buying
  • Defending prices
  • Developing relations with buyers
  • Efficient buying
  • Incremental analysis
  • Miscellaneous
  • Procurement policies
  • Tax compliance

Cash

  • Burn rate
  • Excess cash

Cash flow

  • Avoiding cash flow problems
  • Cash flow forecasting
  • Late payment cost
  • Managing cash flow
  • Miscellaneous

Company cars

  • Buying new cars
  • Car benefits
  • Company car tax
  • Fuel rates
  • Mileage claims
  • Miscellaneous
  • Tax-efficient cars
  • VAT

Company law

  • AGM
  • Annual returns
  • Balance sheet
  • Companies House
  • Director shareholder death
  • Miscellaneous
  • Share alotment
  • Share buy backs
  • Shareholders agreement
  • Share transactions
  • Types of company
  • Unlawful dividends

Contracts

  • Brexit
  • Drafting new contracts
  • Indemnities
  • Interim payments
  • Miscellaneous
  • Non-disclosure agreements
  • Renewal
  • Retention of title
  • Signing
  • Verbal contracts

Cost benefit analysis

  • Cost benefit analysis

Cost control

  • Capacity planning
  • Electricity
  • Management fees
  • Marketing costs
  • Office space
  • Overheads
  • Resource management
  • Staff time reporting
  • Waste reduction

Cost cutting

  • Accommodation
  • Advertising
  • Bank accounts
  • Billing
  • Buy to let
  • Carrier bags
  • Cars
  • Credit cards
  • Cutting costs
  • Energy
  • Environment
  • Equipment
  • Exchange rates
  • Finance
  • Flexible working
  • Health and safety
  • Holidays
  • Insurance
  • Internet
  • IT equipment
  • Logistics
  • Meetings
  • Miscellaneous
  • Mobile phones
  • Office costs
  • Online purchasing/selling
  • Personnel costs
  • Professional services
  • Property/building costs
  • Retail purchases
  • Sandwiches/food
  • Sickness absence
  • Social media
  • Software
  • Staff costs
  • Stock control
  • Supply contracts
  • Tax
  • Time wasting
  • Training
  • Travel and transport
  • Tyres
  • Utility bills
  • Waste management
  • Welfare facilities

Cost of finance

  • Bank finance
  • Interest calculations
  • Interest rates
  • Leasing
  • Miscellaneous

Cost of sales

  • Cutting costs
  • Miscellaneous
  • Pricing
  • Staff costs
  • Stock valuation
  • Strategic cost management

Credit control

  • Cost of debtors
  • Credit accounts
  • Credit controller
  • Credit limits
  • Database of badpayers
  • Days sales outstanding
  • Debtors control account
  • Debt recovery
  • Discounting
  • Insolvency
  • Insurance
  • Interest rate
  • Late payment
  • Miscellaneous
  • Overseas Payments
  • Personal guarantees
  • Pre-emptive measures
  • Retention of title
  • Staff communications
  • Trade debtors
  • Warning signs

Cryptocurrencies

  • Bitcoin

Debt recovery

  • Court action
  • Legal letters
  • Miscellaneous

Expenses and benefits

  • Billable and non-billable
  • Childcare vouchers
  • Company cars
  • Credit cards
  • Cycle to work
  • Directors' personal expenses
  • Dispensations
  • Employee fraud
  • Employee loans
  • Expense claims
  • Fuel
  • Gifts
  • Miscellaneous
  • P11Ds
  • Private medical insurance
  • Travel and entertainement expenses

Finance function

  • Accounts staff
  • Delegation
  • Delivering value
  • Developing the team
  • Finance assistant
  • Finance manager
  • Finance projects
  • Internal controls
  • Job description

Financial analysis

  • Assessing profitability
  • Capacity
  • Constraints analysis
  • Dividend
  • Growth modelling
  • Miscellaneous
  • Profit and loss ratios
  • Ratio analysis
  • Segmentation
  • Solvency monitoring
  • What if analysis

Financial management

  • Balanced scorecard
  • Billing controller
  • Financial planning
  • Growth
  • Historic performance
  • Leverage
  • Management reporting
  • Profits
  • Stock control
  • Time management
  • Valuing stock
  • Working capital

Forecasting

  • Cash flow
  • Forecasting analysis
  • Freelance expenditure
  • Sales

Foreign transactions

  • Document standards
  • Exporting
  • Financial reporting
  • Foreign exchange risk
  • Miscellaneous
  • Overseas VAT

Fraud

  • Detection
  • Miscellaneous
  • Prevention
  • Whistleblowing

Insurance

  • Business interruption
  • Damages claim
  • Export risk
  • Legal expenses
  • Miscellaneous
  • Overseas travel
  • Private medical insurance
  • Risk management

Investment appraisal

  • Cost modelling
  • Discounted cash flow
  • Investment appraisal
  • Miscellaneous
  • Property
  • Sensitivity analysis

Invoicing

  • Duplicate payments
  • Electronic invoicing
  • Internal controls
  • Late payment
  • Miscellaneous
  • Payment disputes
  • Staff fraud

IT

  • Capital allowances
  • Cyber security
  • IT costs - broadband
  • Miscellaneous
  • Payroll systems

Legal compliance

  • Anti-slavery
  • Bribery
  • Companies House
  • Data protection
  • Enforcement
  • HMRC inspections
  • Miscellaneous
  • Money laundering
  • New legislation
  • Senior accounting officer
  • Tax status
  • VAT inspections

Management accounts

  • Accruals
  • Acquisitions
  • Appropriate reserves
  • Balance sheet
  • British standards
  • Charts
  • Consolidated accounts
  • Dividends
  • Goodwill
  • KPIs
  • Month end
  • Monthly package
  • Profit margin
  • Real time reporting
  • Rent
  • Turnaround plans
  • Undue prudence

Mergers and acquisitions

  • CMA clearance
  • Completion accounts
  • Data rooms
  • Due diligence
  • Integration
  • Joint venture
  • Selling a business
  • Targets
  • Warranties and indemnities

Miscellaneous

  • Marketing costs
  • Miscellaneous
  • Negotiation skills

News

  • Budget
  • Coronavirus
  • Making tax digital
  • News

Overheads

  • Cost management
  • Factory costs
  • Miscellaneous

Payroll/PAYE

  • Apprentices
  • BACS
  • Bonuses
  • Deductions
  • Directors
  • Dispensations
  • Employee share plans
  • Employment allowance
  • End of year returns
  • Errors
  • Expenses
  • Flexible working
  • Forecasting/budgeting
  • Fraud
  • Gifts
  • Holiday pay
  • Minimum wage
  • Miscellaneous
  • Online filing
  • Outsourcing
  • P11D
  • Parental leave
  • PAYE inspections
  • Payments
  • Payrolling benefits
  • Payroll software
  • Pensions
  • Personal allowances
  • Record keeping
  • Remuneration strategy
  • RTI
  • Salary payment date
  • Share schemes
  • Statutory forms
  • Statutory pay
  • Tax codes
  • Termination payments

Performance appraisal

  • Performance appraisal
  • Project assessment

Performance management

  • Goal setting
  • Performance targets
  • SMART objectives
  • Staff turnover

Personnel

  • Apprenticeships
  • Benchmarking
  • Bonus schemes
  • Bribery
  • Capacity planning
  • Cost of sickness absence
  • Employee appraisal
  • Employee pricing
  • Employee share plans
  • Gender pay gap reporting
  • Holiday pay
  • Minimum wage
  • Miscellaneous
  • Pay rises
  • Payroll spend
  • Performance management
  • Personal development
  • Recruitment issues
  • Redundancy costs
  • Share schemes
  • Staff costs
  • Status
  • Training
  • Tribunal claims

Presentations

  • PowerPoint

Pricing

  • Billable rates
  • Breakeven rates
  • Charge out rates
  • Exchange rate fluctuations
  • Inter-company pricing
  • Price increases
  • Royalties
  • Supplier costs
  • Target pricing
  • Teaser pricing
  • Transfer pricing

Productivity

  • Finance department

Profitability

  • Customer lifetime value
  • Fee realisation
  • KPIs
  • Measurement
  • Miscellaneous
  • Profit allocation
  • Return on capital employed
  • Staff costs
  • Staff efficiency
  • SWOT analysis

Project management

  • Budgeting

Property

  • Business rates
  • Property costs

Purchase ledger

  • Audit
  • Purchase invoices

Raising finance

  • Alternatives to banks
  • Bank finance
  • Bridging loans
  • Budgeting
  • Business plans
  • Credit rating
  • Grants
  • Lending decision
  • Miscellaneous
  • Overdrafts
  • Preparation for lenders
  • Seed enterprise investment scheme
  • SFLGS
  • Supply chain finance

Reporting

  • Budget deviations
  • Charts
  • Dashboards
  • Financial reporting
  • Fixed assets
  • Forecasting sales
  • FRS
  • FRS102
  • Human resources/personnel
  • KPIs
  • Loans
  • Management accounts
  • Miscellaneous
  • Non-financial reporting
  • P&L reporting
  • Ratio analysis
  • Reporting software
  • Report rationalisation
  • Report writing
  • Sensitivity analysis
  • To staff
  • UKGAAP
  • What if analysis

Software

  • Accounting software
  • Alternatives
  • Excel tips
  • Frequency analysis
  • Miscellaneous
  • MS Office
  • Outlook tips
  • Payroll software
  • Spreadsheets

Stock taking

  • Miscellaneous
  • Obsolete stock
  • Stock management
  • Valuing stock

Strategy

  • Decision making

Tax and NI

  • Benefits
  • BPRA
  • Business tax account
  • Capital allowances
  • Company cars
  • Corporation tax
  • Dealing with HMRC
  • Directors' tax
  • Employment allowance
  • Employment status
  • End of year returns
  • Evasion
  • Inheritance tax
  • Interest
  • Making tax digital
  • Miscellaneous
  • NI increases
  • Official rate of interest
  • Payments
  • Penalties
  • R&D relief
  • Record-keeping
  • Rollover relief
  • SDLT

Tendering

  • News
  • Tendering procedures

Treasury

  • Recruitment
  • Treasury management

VAT

  • Cash accounting
  • Debt recovery
  • Deposits
  • Disbursements
  • EC sales list
  • Insolvency
  • Making tax digital
  • Miscellaneous
  • Non-registered trader
  • Opt to tax
  • Overseas transactions
  • Overseas VAT
  • Payment discount
  • Record-keeping
  • Registration
  • Request for payment
  • Reverse charge
  • VAT and debts
  • VAT inspections
  • VAT rates
  • VAT recovery
  • VAT returns

Work in progress

  • Miscellaneous
  • Work in progress

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In the most recent issue you'll find advice on...


Year 12 - issue 6 - 06.03.2020

PAYROLL

2020/21 payroll changes

Although we still haven’t had a Budget, the government has at last announced the NI limits for 2020/21. How will these affect your payroll plans?

INVESTMENT VALUATION

Preparing a discounted cash flow analysis

The company has an investment in another business on its balance sheet. The auditors have asked you to provide evidence that the carrying value is at least what the investment is worth. How should you go about this?

BREXIT

Amend your contract terms post-Brexit?

Now that the UK has left the EU, attention is focused on the negotiations around our future relationship. But are there any changes you should be making now to the terms in commercial contracts?

CORPORATION TAX

How to avoid a CT double whammy

As your company grows, you may find that it falls into the “large” company category. If this happens, you could be in for a nasty surprise in respect of the tax payment date. What is it and how can you avoid it?

TAX

Who pays for children’s costs - you or the company?

Your son is keen to go on a residential language course during the summer holiday break from university. It will cost £1,500, but can you pay it through the business and if so, what would the savings be?

MEETINGS

Save on meeting costs

Meetings are a necessary evil but can waste a lot of time and money. We’ve come across a tool that allows you to calculate how much unproductive meetings are costing you. Is it any good and how can you make some savings?

TAX

Sidestep a salary-dividend trap

You must be very careful not to draw more dividends than is permitted by company law - not least because it will land you with a hefty tax and NI bill. So what precautions should you take and what might these save you?

STAFF COSTS

Helping staff with travel costs

Commuters are always being hit with price hikes. With travel costs one of the main reasons for someone leaving a job, are there any benefits you could offer, and will these save you money in the long term?

PRICING

Transfer pricing - what is arm’s length?

There are transfer pricing rules which require UK companies to use “arm’s length” pricing when they are transacting with connected parties. Do these apply to your company and, if so, how do you determine an arm’s length price?

FORECASTING

Navigating the economic uncertainty

With continuing trade issues between China and the US, Brexit and the coronavirus outbreak, the economic outlook for 2020 is still very uncertain. What can your company do to manage this uncertainty?

SPREADSHEETS

Creating a loan amortisation schedule

Your company is comparing several business loans and you’ve been asked to calculate the impact on profit and cash flow for each one. How can you use Excel to prepare a schedule of payments and interest charges?

EMPLOYMENT STATUS

April 2020 off-payroll rules concession

CONTRACTS

Are e-signatures legally binding?

Click on the image and browse through a sample issue of the printed newsletter...

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