Owner Finance & Tax Bootcamp

A two-day intensive, in-house training and peer incubation

A practical programme for owners of growing businesses: separating personal and company money, handling missing invoices, equity and dividends, and spotting tax risk — explained in everyday terms, plus in-house sessions and consultant incubation for peers.

  • Owner bootcamp
  • Tailored in-house training
  • Consultant incubation
  • Digital accounting certification
  • Post-course mentoring
SERVICE DETAILS

Service Details

Owner bootcamp (two days, one night)

No abstract theory — only the books an owner deals with daily:

  • Closing out mixed personal and company money: compliant routes for personal cards and WeChat/Alipay flows;
  • Missing invoices are solved by managing invoices in advance, not by hunting for them afterwards;
  • The liabilities hiding in registered capital, equity and dividends;
  • Which signals mean risk is already at the door;
  • The three statements an owner should read, and how to read them.

In-house corporate training

Content tailored to your business and team structure, attended by owners, finance and business leads together, which reduces inconsistent interpretations across departments.

Consultant incubation (peer enablement)

For bookkeeping firms and independent advisers: the high-value delivery playbook proven since 2022, broken into executable steps with white-label tools and case support. The 2026 goal is to walk alongside 100 peers in depth.

Digital accounting certification

A course and assessment for in-house finance staff covering management-accounting systems, operating-data analysis and tooling.

SPECIFICATIONS

Service Parameters

Course format
On-site bootcamp, in-house training, online courses
Who it is for
Owners of growing businesses, in-house finance staff, peer practitioners
Modules covered
Money separation, invoice management, equity and dividends, risk signals, reading statements
Supporting
Courseware, tool templates and post-course Q&A

Stuck on something in finance or tax?

Tell us your industry and scale and an adviser will set out a workable path — or start with a finance and tax health check.

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