Training
Our training is delivered by people who spend the rest of their time doing the work, so the examples come from live engagements rather than a textbook. Sessions run in house for a single client or as open programmes, and can be scoped around a specific gap an audit has already identified.
IFRS Updates
Standards change, and the amendments that matter to you are rarely the ones attracting the most attention. We cover what has changed, what it means for your statements specifically, and what the auditors will look for.
- New and amended standards
- Practical application to your statements
- Disclosure requirement changes
- IFRS for SMEs differences
Advanced Excel
Most finance teams use a fraction of what Excel offers and rebuild the same work every month. We teach the functions and structures that remove the repetition, working on your own files rather than on sample data.
- Lookup, dynamic array and logic functions
- PivotTables and Power Query
- Model structure and error checking
- Automation of recurring reports
General Accounting and Finance
Foundational training for staff who process transactions without a formal accounting background. Getting this right at the point of capture removes a surprising amount of work later in the cycle.
- Double entry and the accounting cycle
- Reconciliation techniques
- Month end close disciplines
- Reading and interpreting financial statements
Supply Chain Management Processes
Practical training on the procurement process and the regulations governing it, aimed at the officials and committee members who have to apply them. We work through real deviation and irregular expenditure cases.
- Procurement process and thresholds
- Bid committee roles and responsibilities
- Deviations and irregular expenditure
- Contract management
AFS and Audit Preparation
Teams that prepare properly spend less time in the audit. We cover how to build the audit file, what the auditors will request and why, and how to present information so that queries do not multiply.
- Building a complete audit file
- Anticipating auditor requests
- Working paper standards
- Managing the audit process
Schools Financial Management
Training for school governing bodies and finance staff on the requirements of the Schools Act, on budgeting, and on the record keeping a departmental audit will look for.
- Schools Act financial requirements
- Budgeting and fundraising accounting
- Record keeping and supporting documents
- Governing body responsibilities
