Building the Accounting Framework Certificate Course

The Building the Accounting Framework Certificate course teaches next level accounting expertise for those with some background in the field.

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Testimonials:

“I believe that the most valuable part was the practice problems and discussing the answers as a group.”

-Recent graduate from the Foundations of Accounting Certificate Course

Building the Accounting Framework Certificate 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

  • Gain a deep understanding of financial statements and how to maintain them
  • Learn how to efficiently perform month end and bank reconciliations
  • Understand adjusting journal entries
  • Learn best practices within an accounting department
  • Learn the why of cash flow and how to build a simplified cash flow forecast

Dates, Times, Location

  • Dates

    September 15th | September 17th

    September 22nd | September 24th

    September 29th | October 1st

    October 6th | October 8th

  • Times

    8:30 AM – 12:30PM PST

  • Location

    All classes are conducted on Zoom until further notice. You will receive a link to your zoom channel and can also be found on your login page accessible on the website in the top right toolbar.

Investment

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What to Expect: Course Modules

MODULE 1

Intermediate Excel: EXCELerating to the next level

There are many different accounting systems in use today and will be many more to come, but Excel has stood the test of time as the most adaptable tool in an accountant’s tool belt. From personal budgets to fully automated financial statements, Excel can do it all! In this session, we will cover the intermediate level formulas that you need to be successful at the staff level.

MODULE 2

Accounts Payable and Receivable: Keeping the payments on track

Refresh on accounts payable and receivable and then learn how to create trackers in Excel. This will allow us to efficiently manage our AP and AR process to ensure we have an accurate understanding of our payables and receivables.

MODULE 3

Month-end processes and Accrual: You’d better recognize

Understand the impact ME close procedures have on other accounting processes, learn how to analyze the accuracy and “clean-up” profit and loss statements, Discuss cash vs accrual.

MODULE 4

Financial Statements: They’re only as smart as you are

Financial statements serve as a company’s “score board” and tell the story about the company’s financial position. Financial statements are used to make decisions internally and externally. In this session, we will go deeper into financial statements to start to understand more conceptually how they are structured and while learning how to spot errors and check for accuracy.

MODULE 5

Cash Flow Forecasting: No fun without funds

One of our favorite tools! In the session you will learn why cash flow forecasting is so important to the success of a business and how you can use it to engage in scenario planning. This will help to understand the true state of your business today and 13 weeks from now.

MODULE 6

Payroll: Pay-yay!

Payroll is one of the most important aspects of a business. Accurately and efficiently conducting a payroll cycle means people get paid for the work they do. In this session, we will cover the important aspects of successfully running a payroll cycle and where the staff accountant fits into the process.

MODULE 7

Fixed Assets, Leases and Loans, Oh My!

In this session, we will discuss operating and financing leases, loans and loan amortization. We will then explore the different types of fixed assets, depreciation and jump into preparing fixed asset schedules.

MODULE 8

Communication/Management II: Reading between the lines

Communication is the most important tool for any professional. Communication is especially important in the professional world, and it is different from every other area of your life. The course will cover written, verbal, and non-verbal communication. Understanding your own personal communication style, how to recognize the communication style of others, and how to tailor your approach to others.

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The Building the Accounting Framework course is focused on Accounting Manager level skills…

So, What is an Accounting Manager?

Accounting Manager Position Purpose: 

The Accounting Manager is responsible for all financial accounting and transaction processing in order to provide Controllers with 100% accurate and complete financial accounting statements. Accounting Managers are positive ambassadors for proper financial accounting standards and play a key role in teaching and mentoring staff (both internal and external) on the TGG Way™ internal controls, systems, and processes.

Accounting Manager Work Requirements: 

  • Closely monitor project plans and work with Controllers and Staff to ensure quality work, communication, and timely financial statement delivery.

The Accounting Manager’s Challenges:

  • Processing, reconciling and transacting day-to-day accounting.
  • Finding ways to improve your client’s lives (cost savings, personal goals, efficiencies, etc.).
  • Mentoring and building positive relationships with the client, co-workers, and the client’s staff and customers.
  • Manage Staff Associates through teaching, training, and ongoing supervision

General Accounting Manager Qualifications:

  • Bank reconciliation review
  • Credit Card reconciliation review
  • Invoicing approval/setup
  • Write purchase orders
  • Create/modify Chart of Accounts
  • Vendor setup
  • Set up new accounting files
  • Setup and process payroll
  • Employee benefits administration
  • Reconcile fixed assets, inventory, and payroll liability accounts
  • Create and maintain balance sheet reconciliation spreadsheets
  • Create and maintain a month-end close Spreadsheet
  • Reconcile equity accounts
  • Manage month-end deadlines
  • Build a financial package (including ODBC creation/operation)
  • Create/oversee financial statement production
  • Ensure the integrity of numbers in financial statements
  • The complete first draft of the executive summary, notes, and KPIs
  • Prepare a cash flow forecast
  • Update dashboards in financials
  • Review source documents (ex. leases, contracts, etc.)
  • Cost analysis and cost savings identification (All non-core business activities)
  • Insurance policy review
  • Verify complete file retention of company records
  • Resolve collections disputes and handle escalated customer collection issues
  • Creation of journal entries (month-end and other)
  • Tax preparation assistance
  • Reconcile Quarterly 941 report to P&L
  • Sales tax and personal property tax return filing
  • Lead 1099 productions and scheduling

Accounting Manager Responsibilities (overview):

  • Intermediate level understanding of managerial and financial accounting principles normally represented by a Bachelor’s degree or equivalent combinations of industry experience and training
  • Management experience
  • Solid interpersonal communication skills
  • Proficient in the use of Microsoft Word, Outlook (especially email and calendar functions), and PowerPoint.
  • High proficiency in Excel (e.g. sumIF, pivot tables, vlookups, etc.)
  • Previous experience in QuickBooks or other accounting software
  • Professional attitude and appearance

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