The Go Succeed Start team hosts this in-person ‘Introduction to Bookkeeping: Building Strong Financial Foundations for Start-Ups' masterclass.
Starting a business is exciting - but managing the financial
side can feel overwhelming. This 90-minute session from Satori
Accounting is designed to help start-up founders and small business
owners understand the essentials of bookkeeping so they can make confident,
informed decisions from day one.
What Participants Will Learn
Bookkeeping
Basics: Understand the difference between bookkeeping and
accounting, key financial statements (Balance Sheet, Profit & Loss,
and Cash Flow), and how they work together to show your business’s
financial health.
Transaction
Management: Learn how to record income and expenses accurately,
categorise transactions, and reconcile accounts to keep your books clean
and compliant.
Setting
Up Your Financial Systems: Discover how to build a simple,
scalable bookkeeping process from the start - including what to track, how
often, and best practices for recordkeeping.
Leveraging
the Digital Stack: Get hands-on insight into the Satori
digital finance stack, including tools like Xero, Dext, and
Fathom, that streamline data entry, automate reporting, and turn
numbers into actionable insights.
Common
Pitfalls & How to Avoid Them: Tips on staying organised,
managing receipts and avoiding errors that can cost time and money later.
Q&A
: Wrap up with open discussion
About the Presenter
Kieran Phelan is the founder and CEO of SatoriAccounting,
and a pioneer of cloud accounting in Northern Ireland. In 2010, he became the
region’s first certified Xero Advisor and launched its first fully cloud-based
accounting firm - leading the way in tech-driven finance for small businesses.
Under Kieran’s leadership, Satori has received multiple
industry accolades, including winning the UK-wide Small Firm of the Year at the
Xero Awards and nominations for both personal and company awards at the
prestigious UK Accounting Excellence awards and the Irish Accountancy Awards.
A respected speaker, advisor, and podcast guest, Kieran is
known for helping entrepreneurs and early-stage businesses gain clarity,
improve profitability, and scale sustainably through digital-first accounting
strategies.
Kieran’s passion for empowering business owners extends
beyond the numbers. He regularly speaks on tech-enabled growth strategies, but
also places a strong emphasis on the human side of entrepreneurship. In
addition to his finance expertise, Kieran frequently delivers talks and
workshops on softer skills such as leadership, mindset, and wellbeing in
business - helping founders manage the emotional and mental demands of
entrepreneurship.
He is also the author of The 360 Degrees of Professional
Services, a practical guide packed with short, impactful tips for owners of
small professional service firms. The book focuses on improving results, making
more money, saving time, streamlining systems, and ultimately gaining peace of
mind. Kieran has appeared on The Public Eye podcast with Sarah Travers and has
been a featured speaker at events such as the Belfast Business Show, and
various online forums focused on digital tax, start-up support, and small
business success.
This Go Succeed workshop is open to all individuals in the early stages of their business, located in the Causeway Coast and Glens Borough Council area and neighbouring Council areas.
Date and Location:
Event Date & Time: Thursday 20 November | 10am – 11.30am
Our chosen venue is fully accessible, ensuring that everyone can join us for an inclusive workshop experience, with parking available.
Registration instructions: This event is free for individuals. Please note, your email confirmation and eTicket will come from noreply@glistrr.com, please add this to your list of trusted accounts to prevent information landing in your junk folder.
Accessibility: Should you require any reasonable adjustments for this in person masterclass, please get in touch with enievents@enterpriseni.com.
Please note as this is an in-person event, the registration numbers for this are restricted. Whilst Go Succeed operates across NI, this event is being hosted by Causeway Coast and Glens Borough Council therefore should the event reach capacity and a waiting list is created, priority access will be given to Businesses based in that area.
This workshop is brought to you as part of Go Succeed NI. Go Succeed represents a significant investment in local entrepreneurs and businesses, funded by the UK Government.
