Finance training


What is it?

A half-day online workshop getting to grips with the basics of how money works when you are a freelancer or small business.

We also run a more in-depth version of this workshop as two 2½ hour sessions on two separate days.

Who’s it for?

Perfect for someone who’s a creative freelancer, whether new or experienced. We work a lot with people who are setting up on the own after redundancy. (See our Beyond Redundancy courses >.)

We assume you’d prefer to hide under the duvet than do your expenses, so we go gently through ways of looking after money without getting bogged down in paperwork.

We don’t assume you know about tax, or even how to count without using fingers and toes.

What’s in it?

Areas covered in the half-day workshop are:

  • setting monthly budgets for your personal finances
  • the differences between PAYE, sole trader and limited company
  • tax and national insurance for freelancers
  • how to save time on record keeping, and preparing for digital tax reporting
  • how to ensure you don’t run out of cash

On the two-day version of this course we also cover:

  • more detail on tax-deductible expenses for sole traders and limited companies
  • what an accountant can (and can’t) do for you
  • planning like a business

What do you get out of it?

Help sheets and templates galore! And reassurance that finance isn’t as hard as all that.

We also give you support on the phone or by email if you get stuck at any point in the future.

What’s so special?

It’s fun. We know most creative people are a bit frightened of tax and money matters. We take the fear out of it all and show how you can enjoy thinking like a business.

We also provide a secure website with downloadable stuff.

About the trainer

Since 2005 David Thomas has helped thousands of trainees hone their finance skills. His background is in journalism and production, and he ran a couple of BBC departments before setting up his business.

Read more about David >

Want to find out more?

Future courses are listed below.

If you can’t see what you’re looking for just get in touch and ask. We’ll be happy to help.

Contact us here >

Thu 27 - Fri 28May2021

Beyond Redundancy: Setting up as a Sole Trader (2-day workshop)

Small group training for creative people going through redundancy and/or wanting to set up a business of their own. This interactive course runs across two consecutive mornings using Zoom.

From 10:00 until 12:30 each day

Click to find out more >

Brilliant course. Great delivery. Factual, straightforward but enjoyable. Left feeling much more informed and positive.
RedBee employee going freelance

Safe and secure

David in his office

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Check out our range of courses for freelancers and media training for charities.


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