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所在平台: Udemy |
课程主页: https://www.udemy.com/course/how-to-prepare-management-accounts/
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课程名称：如何准备管理会计报告 概述：在编制管理报告时，并没有固定的规则或程序，管理会计的编制内容并不是强制性的，而是根据管理层收集的各种财务报告中认为重要的所有财务和运营信息的汇编。典型的管理会计通常包括与去年相比的试算表、损益表、现金流预测、收入报表和资产负债表，以及相关的资产负债表调节，例如贷款账户。本课程将帮助学习者使用EXCEL准备有用且深思熟虑的管理报告，同时逐步指导学习者如何编制一个完整财年的完整账簿，从交易的记录到报告的编制。 讨论的主题： - 准备银行分配以确保报告的一致性和流畅性 - 调节： - 银行账户 - 小额现金账户 - 供应商 - 客户 - 贷款账户 - 准备固定资产登记册并计算折旧 - 日记账 - 准备报告： - 试算表 - 收入报表 - 管理会计报告 - 资产负债表 - 年度结账及新年度的准备 课程包含： - 视频课程 - 可下载课程材料 - 培训证书 - 可选评估 - 4个可验证的CPD积分 - SAIT认证 讲师简介：Ruzel van Jaarsveld拥有超过26年的财务和记账经验，曾在多个行业和企业环境中工作，具备丰富的试算表、薪资、增值税（VAT）、PAYE申报、库存管理、管理会计、电子申报以及进出口程序的知识和实践应用。Ruzel是Biz Facility的资深指定讲师，多年来为企业主和企业财务人员举办了多场国家级的实用财务研讨会。
When preparing Management Reports, there are no set procedure of rules or processes whilst preparing management accounts, there is nothing mandatory to include, rather these are a compilation of all financial or operational information which you believe to be of importance, collected from various financial reports that management has gathered. Typical management accounts, would include the Trial Balance compared to last year, profit and loss accounts, cash flow forecasts, income statement, and balance sheets. Also, relevant Balance Sheet Reconciliations for example Loan Accounts.This course will assist the learner in preparing useful and thoughtful Management Reports on EXCEL.This course is also meant to assist the learner STEP-BY-STEP, how a set of completed books are to be compiled for a full financial year, from the capturing of the transactions to the reporting thereof.Topics Discussed:Preparing your bank allocations to ensure consistent and streamline reportsReconciling:The Bank AccountThe Petty Cash AccountSuppliersCustomersLoan AccountsPreparing a Fixed Asset Register and calculating depreciationJournalsPreparing the reports:Trial BalanceIncome StatementManagement AccountsBalance SheetRolling over for the year and starting fresh for the next yearAll Included:Video presented courseDownloadable course materialCertificate of trainingOptional assessment4 Verifiable CPD Points - SAIT AccreditedAbout the Presenter:Ruzel van JaarsveldRuzel has over 26 years financial and bookkeeping experience, working with many industries and corporate environments, with extensive knowledge and practical application of trial balance, payroll, VAT, PAYE returns, Inventory control, Management Accounts, E-filing and Procedures of Importing and Exporting.Ruzel is a seasoned appointed facilitator with Biz Facility, and for numerous years has been presenting various national practical financial workshops to business owners and corporate financial staff.
