Beyond the Balance Sheet: Understanding Your Social Business Finance

While driven by the desire to create positive change, social businesses also need to be financially sustainable to thrive and scale their impact. In many ways, the financial story of a social business is just as important as its impact story.

Beyond the Balance Sheet is an engaging and practical introduction workshop that will equip you with the finance skills and bookkeeping knowledge needed to start to navigate the money side of running a social business.

We’ll demystify financial concepts and provide you with actionable strategies to:

Increase Your Bookkeeping Confidence: Learn the fundamentals of business finance, from tracking income and expenses to understanding balance sheets and ensuring you always know where your money is going and how your organisation is performing.

Make Informed Decisions: Explore budgeting, cash flow management, and financial forecasting. Understand how to create realistic financial plans that align with your mission and sustainability goals.

Stay Compliant and Organised: Learn best practices for financial record-keeping to ensure compliance and streamline your administrative processes.

Explore Sources of Funding: Briefly discover different funding opportunities available to social enterprises and learn how to effectively manage grants and projects.

Measure Your Impact Beyond Profit: Understand how to integrate financial data with your social impact metrics to demonstrate your organisation’s impact.

Through interactive activities, real-world examples, and practical tools, you’ll leave this workshop with the skills and knowledge to take control of your finances, build a sustainable social enterprise, and ultimately, amplify your positive impact.

Beyond the valuable skills you’ll gain, this workshop provides a unique opportunity to connect with fellow social entrepreneurs who are passionate about creating positive change. Share experiences, exchange insights, and build valuable relationships others who are themselves exploring the world of finance, tax and bookkeeping.

Spaces at this workshop are limited. Early sign-up is advised. Please note we are unable to provide advice on specific accounts or financial challenges at this workshop.

View the full Social Enterprise Boost announcement here: https://www.linkedin.com/feed/update/urn:li:activity:7316117630182973440

Read more about the Social Enterprise Boost Fund here: www.pne.org/news-blog/social-enterprise-boost-back

*For more information, please visit: https://www.firstport.org.uk/funding/social-enterprise-boost-fund/

Please book via EventBrite: Beyond the Balance Sheet: Understanding Your Social Business Finance Tickets, Wed 18 Jun 2025 at 10:00 | Eventbrite