Collapsible List

Chapter Name: Implement business financial systems

Description:This chapter discusses installing accounting software, setting up financial controls, budgeting, and cash flow management.

Purpuse:To establish robust financial management systems to track income, expenses, and ensure financial sustainability.

Rational:Sound financial systems are crucial for decision-making, reporting, and long-term viability.


Chapter Assessment


Expected Supporting Evidence:


Portfolio of Evidence 1: A banking scheme is selected which is most suitable to the new venture. - Selecting an appropriate banking scheme shows understanding of financial services and alignment with business goals.

Portfolio of Evidence 2: Financial systems are established to eliminate fraud and to ensure efficient control of money, debtors, creditors, cash flow and the budget. - Establishing financial controls demonstrates sound financial governance and risk management.

Portfolio of Evidence 3: Financial control and auditing systems are applied in the financial system. - This supports financial transparency and accountability in business operations.

Portfolio of Evidence 4: Screening procedures for debtors are established to ensure bad debts are eliminated or kept to a minimum. - Demonstrates credit risk assessment skills to maintain healthy cash flow.


Workplace Activities


Activity 1: Choose banking scheme

Select and open a business banking account



Activity 2: Set up financial control systems

Install and document financial systems



Activity 3: Apply auditing systems

Apply internal auditing and reporting tools



Activity 4: Screen debtors

Create a debtor evaluation and approval procedure