WF4RECOVERY! FINANCE FOR BUSINESSES - BOOKKEEPING BASICS!

Financial planning is key for business success as it helps you be in control of key areas of business finance such as; income, expenses and investments – which essentially helps you manage your money and achieve your business goals!

Bookkeeping is important for a business as it helps you budget successfully! It’s a simple way to keep organised through reviewing your financial resources and costs…if you don’t keep on top of this it can make life extremely hard when it comes to budgeting!

What you will learn

• The basics of bookkeeping
• Bookkeeping principles that are required in everyday business operations
• How each transaction may affect the financial position of a business

About Poonam

Poonam Kaur, a qualified Accountant, is the Managing Director of fds Director Services, which has bases in London, Birmingham, and Yorkshire. She is also the Managing Director of Onboarding Officers, which is a unique community designed to develop and hone the skills of exiting military officers to help them become world class Non-Executive Directors.

Established in 1989, fds provides a range of services to established, growing and new businesses with valuable and trusted support plus guidance to help achieve their individual business goals.

Poonam manages all projects, transactions, and operational issues on a day to day basis. Alongside Jo, Poonam heads the strategic plans and staff development for the company.

Poonam is now the lead negotiator on transactions including fds’s largest ever transaction of $72 million.

Within three years at fds Poonam was promoted from Senior Corporate Finance Executive to Managing Director in January 2015. Poonam’s drive and passion to develop fds has resulted in identifying the need of expanding the team and recognising skill areas required to achieve the strategy of the company.

Poonam’s commitment, dedication, hard work and ambitious attitude has deservingly been recognised in the business society. Poonam has been awarded the winner of the Forward Ladies Awards in 2019, along with been listed as a Finalist for the IOD Yorkshire and North East Awards 2019. She has also been listed as one of Insider’s 42 under forty-two amongst other achievements listed below. This is a great recognition of Poonam’s contribution throughout her professional career.

In August 2020, as part of the succession planning of fds, an Employee Ownership Trust (EOT) was formed. Poonam is now leading the organisation and is part of the Trustee Board.

HOW TO GET INVOLVED:

Don’t miss it book your FREE space today - register your place by contacting info@wakefieldfirst.com

Please note - A Zoom link will be sent out to those registered the night before.

*WF4business is pleased to be working with fds Services to support the following event for local businesses.*