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Build Your 12-Month Financial Plan

Build Your 12-Month Financial Plan

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About This Event

On 1 March 2027, Codsall Community HUB will host a workshop for Limited Company owners focused on setting financial goals and building a 12-month budget. Participants will learn how to plan ahead and track business performance.

A hands-on workshop for Limited Company owners to set financial goals, build a 12-month budget, plan ahead and track business performance.

Build Your 12-Month Financial Plan is an in-person, hands-on workshop for Limited Company business owners who want to take control of their financial future, set clear goals and create a realistic plan for the year ahead.

Have you got a plan for your business, or are you simply hoping for a better year?

Being busy and working hard doesn't always mean your business is heading in the right direction!

Do you know what you want your business to achieve financially over the next 12 months?

As business owners ourselves, we understand how easy it is to get caught up in the day-to-day running of a business without finding time to plan for the future.

Join us for practical advice from people who understand business — no jargon and no complicated accounting.

Learn how to turn your business goals into a realistic financial budget, plan your income and expenses, and track your progress so you can make more confident decisions and build a stronger business.

What you'll walk away with

A clear set of financial goals: Decide what you want your business to achieve over the next 12 months and set realistic targets to work towards.

Your own draft 12-month budget: Plan your expected sales, costs and profits month by month using a practical template.

A better understanding of your costs: Identify what expenses you need to allow for and when costs might change throughout the year.

Confidence to track your progress: Learn how to compare your actual financial results against your budget so you can see what's working and where adjustments are needed.

Practical next steps for your business: Leave with a financial plan you can review, put into action and use to make smarter business decisions.

We are running this session as a series of 5 workshops covering various aspects of business finance. If you'd like to attend all 5 there is a discounted Workshop Pass available here https://surl.li/desbbg

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Searching near Wolverhampton Road, Codsall, WV8 1PX
Check-in: Monday, 1 March 2027
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Frequently asked questions

Build Your 12-Month Financial Plan takes place on Monday, 1 March 2027 at 09:00.

Build Your 12-Month Financial Plan is held at Codsall Community HUB in Wolverhampton (Wolverhampton Road, Codsall, WV8 1PX).

Tickets for Build Your 12-Month Financial Plan are priced at £50. Live prices and availability are shown on Eventbrite.

Yes — hotels within walking distance of Codsall Community HUB can be compared using the accommodation search further down this page.

Tickets for Build Your 12-Month Financial Plan can be booked via Eventbrite using the "Check Tickets & Live Prices" button on this page, which opens the official booking site in a new tab.

Price

£50

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