Finance & Enterprise

Financial Literacy &
AI-Powered Accounting
for Small Business

Understand your numbers. Simplify your accounting. Build a stronger business.

Build the financial knowledge and confidence to run a sustainable small business while learning how AI-powered accounting tools can simplify bookkeeping, financial administration, reporting and everyday decision-making.

Dates12 October & 6 November 2026
FocusFinance, Bookkeeping & AI
Small Business FinanceAI Assisted

Financial Overview

Know. Track. Plan. Decide.

IncomeTrack
ExpensesManage
Cash FlowForecast
Cash Flow
AIAccounting
Bookkeeping
About the Course

Take control of the financial side of your business.

Many small business owners are confident about their product, service or idea but less comfortable with bookkeeping, cash flow, financial reports and year-end financial administration.

Financial Literacy & AI-Powered Accounting for Small Business combines essential financial literacy with practical bookkeeping and modern AI-enabled accounting. Participants learn what their numbers mean, how to organise financial records, how to use digital tools more effectively and how to build stronger financial routines.

What You’ll Learn

Practical finance, bookkeeping and AI-powered accounting skills.

Understand your numbers, organise your records and use AI-enabled tools responsibly to reduce financial admin.

01

Financial Literacy Fundamentals

Understand revenue, expenses, profit, assets, liabilities and the financial language every small business owner needs.

02

Bookkeeping for Small Business

Learn how to organise sales, purchases, invoices, receipts and business transactions so your records stay accurate and useful.

03

Cash Flow Management

Track money coming in and going out, understand cash-flow pressure and build simple routines to stay financially prepared.

04

Pricing, Costs & Profit Margins

Understand your true costs, calculate margins and use financial information to make stronger pricing decisions.

05

AI-Powered Accounting

Explore how AI-enabled accounting tools can support transaction categorisation, document processing, reconciliation, reporting and routine financial administration.

06

Invoices, Receipts & Expense Management

Build a practical system for capturing documents, tracking customer payments and keeping business expenses organised.

07

Understanding Financial Reports

Learn how to read basic profit-and-loss, balance-sheet and cash-flow information and use it to understand business performance.

08

Budgeting & Forecasting with AI

Use structured financial data and AI assistance to explore budgets, cash-flow scenarios, forecasts and questions about your business numbers.

09

Tax, Compliance & Preparing Your Accounts

Understand the records a small business should maintain, how good bookkeeping supports tax compliance, and how to prepare organised information for year-end accounts and filings.

The Practical Pathway

Know. Record. Automate. Understand. Decide.

01

Know

Understand your financial language and key numbers.

02

Record

Build reliable bookkeeping and document routines.

03

Automate

Use appropriate digital and AI-enabled accounting tools.

04

Understand

Read reports, cash flow and business performance.

05

Decide

Use your numbers to plan, price and grow.

Who Is It For?

For small businesses that want confidence, clarity and control.

Suitable for aspiring entrepreneurs, early-stage founders, sole traders, small business owners, freelancers and social entrepreneurs who want to understand their finances, improve bookkeeping and make better use of AI-enabled accounting tools.

No accounting or technical background is required.
What You’ll Leave With

A clearer and more manageable financial system.

  • Confidence with income, expenses, profit and cash flow
  • Better bookkeeping, invoicing and record-keeping habits
  • Improved understanding of pricing and margins
  • Ability to interpret basic financial reports
  • Understanding of where AI can responsibly support accounting tasks
  • A practical finance and accounting action plan
Practical OutputYour Small Business Finance & Accounting Action Plan
Course Details

Financial Literacy & AI-Powered Accounting for Small Business

Dates12 October & 6 November 2026
ThemeFinance & Enterprise
NetworkInclusive Diverse Founders
Delivered byPhase Innovate CLG
Build Financial Confidence

Take control of your numbers and modernise your bookkeeping.

Build practical finance, bookkeeping and AI-assisted accounting skills you can apply directly to your small business.

Register for the Course