Implementing the Accounting Blueprint Certificate Course

For the accountant who is ready to take on a more senior role.

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Course Overview

Differentiators

  • Designed and taught by practicing accountants
  • Focused on understanding the “Why” behind concepts and critical thinking, not just knowledge acquisition
  • Access to the TGG U Learning Community (Future)

 Objectives

  • Learn how to design processes for accounting teams/departments
  • Learn best practices for reviewing and delegating work
  • Gain in-depth knowledge of managing Month-End close process
  • Learn how to build financial packages
  • Learn how to manage the performance of individuals and teams

Dates, Times, Location

  • Dates

    October 27th | October 29th

    November 3rd | November 5th

    November 10th | November 12th

    November 17th

  • Times

    8:30AM – 12:30PM PST

  • Location

    All classes are conducted on Zoom until further notice.

Cost

  • Investment

    The Accounting Manager Certificate Course is $500

  • Location

    The Accounting Manager Certificate Course is taught over Zoom.  Your link will be given to you upon enrollment.

What to Expect: Course Modules & Downloads

MODULE 1

Intermediate Excel II: How the pivot tables have turned

At this level, we explore more advanced formulas and functions, from pivot tables that allow us to clean up and customize large amounts of data, to nesting formulas, which allow us to apply multiple formulas to one application. We will also cover other intermediate to advanced formulas that will enable you to be successful as an accounting manager.

MODULE 2

Payroll II: Payroll it forward

As an accounting manager, one of your key responsibilities is ensuring that Payroll is accurately and efficiently completed on time. In this course, we will cover those responsibilities and experience payroll from the viewpoint of an accounting manager.

      1. New hire documents and process
      2. Review of payroll prior to submission
        1. Activity with errors/holidays/PTO/overtime/sick time/deductions(health/401k)
      3. Payroll calendar (when it needs to be submitted based off the month)
        1. Activity – create one
      4. Sick time/PTO caps 
      5. Commission/bonus calculations
        1. Payroll Accrual 
      6. 941 recs

MODULE 3

Communication and Managing Performance III: Can I talk to your manager?

In this session, we will learn communication strategies and best practices and how to apply them in client and performance management situations. Additionally, we will explore difficult communications and style flexing strategies.

  • Client communication
  • Difficult conversations and style flexing from an AM perspective

MODULE 4

AP/AR III: I’ve got 1099 problems and AP/AR ain’t one

AP and AR are necessary to accounting at all levels, and although the responsibilities may decrease at the AM level and above, there are different tasks that you will need to know how to do. AP/AR at this level is focused on oversight and review to ensure accuracy and efficiency. 

    1. Vendor set-up and w9 review, pull 1099 vendor list (from QB)
      1. Review rules and laws for 1099
      2. Activity
    2. Customer set up – banking information and sending w9 to them
    3. Difficult collections 
      1. Activity: Resolve collections disputes and handle escalated customer collection issues
    4. Planning and leading 941 productions and scheduling

MODULE 5

Building Financial Statements: Mind the GAAP

Learn how to review financial statements for accuracy and to identify potential problems. We will learn how to tell the story with KPIs based on specific goals and learn to identify ways to improve the business. This is where we start to learn how to translate the company “scoreboard” and tell the story of a company’s financial position.

      1. Create/modify Chart of Accounts
      2. Creating new notes and reviewing updated notes
        1. Identifying which accounts need notes
        2. Activity 
      3. A complete first draft of an executive summary, notes, and KPIs- basics/intro/why?
        1. formatting
      4. Financial analysis and “telling the story”- basics

MODULE 6

Month-End Close Process: The fast and the accurate

    1. Learn the quick close processes for month end close and how QODBC works with it.
    2. Training on live numbers. 

MODULE 7

Cash Flow Forecasting II: Avoiding the cliff

In the session, you will learn how to build a cash flow forecast from scratch and how to review it for accuracy. From there, we will do a deep dive into the various ways you can identify trends within a cash flow forecast to make the right decisions for a business. 

  • Emphasis on forecasting, seeing the trends and forecasting from there*

*Implementing and designing processes for accounting teams  

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