This course teaches bookkeepers and finance teams how to prepare reliable, decision-ready management accounts—not just financial statements. Learners will build a complete monthly management accounts pack, including the Income Statement, Balance Sheet, cash flow insights, supporting schedules, and performance commentary. The course focuses on the management accounts cycle, practical month-end processes, meaningful analysis, and the use of metrics and dashboards to monitor performance, control costs, improve cash management, and support planning. Practical exercises and case studies ensure learners can produce management accounts that business owners and managers actually use.
TOPICS DISCUSSED:
Foundations of Management Accounts
Preparing a Set of Management Accounts
The Importance and Uses of Management Accounts
Enhancing Management Accounts with Reports
Key Metrics and Performance Indicators in Management Accounts
Practical Application, Reporting Packs, and Case Studies
