SME Masterclass: Strategic Business Finance


A finance course for SME managers and leaders covering financial statements, cash flow, ratios and spreadsheet-based pro forma reporting.
About this course
The course introduces financial concepts relevant to small and medium-sized enterprises. Participants examine profit and loss statements, balance sheets, cash flow and financial ratios, with attention to how this information can inform investment and cash-flow decisions. Teaching combines presentations, discussion and exercises. A spreadsheet activity provides practice in producing pro forma financial statements for organisational use.
What you'll learn
- Read and interpret profit and loss statements
- Assess and manage cash flow information
- Explain the purpose and content of balance sheets
- Use financial ratios when reviewing business information
- Produce simple pro forma financial statements using a spreadsheet
Is this course right for you?
The course is designed for people in managerial or leadership roles within SMEs who want a foundational understanding of business finance. No prior knowledge of finance is required, and learning takes place through a combination of presentations, exercises and discussion with fellow professionals.
- No previous finance knowledge is required
- Intended for SME managers and leaders
- Includes discussion and exercises alongside presentation-based teaching
Before you go
- A Birkbeck certificate of participation is provided on completion.
Where this course runs
Upcoming classes
1 class
Selected date
Thu 28 Jan 2027
18:00 – 20:00 • 1 day
£100
Birkbeck Campus, Bloomsbury
Business team
Book this class →