How to Get Your Startup’s Finances in Order

Whether you’ve raised funding, started generating revenue, or are building your business, do you have a system to track where the money goes? When a co-founder pays for something personally, how is that expense recorded, approved and reimbursed? Can you see what has been paid, what is still outstanding, and where the supporting documents are? Getting your finances organised starts with the processes you use every day. In this Lunch & Learn, we’ll explore how to build simple financial systems that help you manage your startup’s money and understand your business as it grows. What we’ll cover 📂 Your DocumentationWhat invoices, receipts, contracts and payment records should you capture—and how can you keep them organised? ⚙️ Your Financial ProcessesHow can you set up a consistent system for invoicing, payments, expense claims and founder reimbursements, so nothing gets missed or paid twice? 📚 Your BookkeepingHow do your everyday records become reliable accounts, and what should you keep updated each month? 📊 Your NumbersWhat can revenue, margins, profit, cash flow and runway tell you—and which numbers should you regularly review? 💡 Your Business DecisionsHow can your numbers help you plan spending, assess pricing and decide whether you can afford your next hire? 🚀 Your Readiness for OpportunitiesHow can organised records and clear financial reports help you prepare information for tax filing, grant applications and funding conversations?