Understanding how to analyse Financial Statements with Ratios

1 Day Practical Module 2 Workshop – R 1650 per delegate


This workshop is designed to show the entrepreneur, managers, professionals, bookkeepers and other uses of financial statements, how to analyse financial statements using key ratios, and to use this information to write a report on the financial health of the business.

The one day workshop uses the three main statements, Income Statement, Statement of Financial Position and Cash Flow Statement,

Using our two step tango model, the report is written in such a way, as to develop a story line consistent with the model on how effectively the business converted sales into profits and profits into cash.

By the end of the workshop, candidates will be able to efficiently analyse the main financial statements, and using a number of key ratios, write a report using our proprietary Analysis Template, which highlights the effectiveness of the business in generating sales revenue through to cash flow.

Key to this workshop is the proprietary integrated financial health analysis workbook, which will generate the information required to read the Financials and the conversion of this information into our analysis report template in order to generate a written report on the financial health of the business.


Included in the workshop, is the following:

  • Notes detailing the material covered during the workshop
  • Excel integrated Financial Health Analysis Workbook
  • Word Financial Health template
  • Email Access to the presenter for assistance with the workbook or other related questions

The workshop covers the following topics:

  1. Introduction and definitions
  2. The Financial Statements – recap:
    a. Statement of financial position
    b. Income statement
    c. Cash flow statement
  3. The Two Step Tango model
  4. EBITDA and a quick valuation of your business.
  5. Ratio analysis
    a. Operational ratios
    b. Financial ratios
  6. Gearing
  7. Writing the financial health report

Your presenter, Gavin Beretta, has over 30 years experience (local and international) in both medium and large organizations, in which he provided financial leadership to various management teams and served on a number of boards.

With strong experience in company valuations and operational finance, Gavin now provides financial and taxation services to sme’s and professionals nationally, with operations in both Johannesburg and Cape Town.

He is a member of CSSA (Chartered Secretaries Southern Africa), SAIT (South African Institute of Tax Practitioners) and a SAIPA (South African Institute of Professional Accountants) licensed Independent Review Practitioner.

Gavin is also a member of the prestigious Institute of Market Technicians, an Association of professionals, based in the USA which provides technical analysis on equity pricing and trends and has an association with the ASA (American Society of Appraisers), based in the USA, which provides input and guidance on professional business valuations.


Please note that there is LIMITED SEATING for the above workshop and to book to secure your place, kindly complete the attached enrolment form and with proof of payment fax to 086 545 0611  or email to  gary@bizfacility.co.za


Please Download Yοur Order Form Here