Agile Accounting and Business Planning
This course explores the fundamental principles of the Agile Manifesto and demonstrates how they can streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.
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This course will enable you to
- Understand the principles and characteristics of agile accounting, and the benefits of using them in your role
- Apply agile accounting to finance transactions, including the period-end close
- Define agile performance management and your responsibilities in this area
- Explain the benefits of agile business planning and forecasting compared to traditional approaches
- Use agile decision making in your finance role to support organisational strategy
About the course
Accountants need to be increasingly responsive and flexible to keep up with the rapidly evolving and challenging business environment. They must produce information more quickly, and adapt swiftly, to develop and amend plans, and to continuously revise strategy as circumstances unfold. Agile offers a framework for this new way of reporting, planning, forecasting, managing and decision making.
This course explores the fundamental principles of the Agile Manifesto and demonstrates how they can streamline your processes, without compromising quality or increasing risk. You will learn how to implement a framework that applies agile methodology to all your accounting practices, including month-end reporting, business planning, forecasting and decision making.
Look inside
Contents
- Agile overview
- Agile manifesto
- What is agile accounting?
- Agile accounting
- Key characteristics
- Benefits and challenges
- Framework
- Improvement culture
- Getting started
- Agile transactions and period-end
- Agile receivables and payables
- Agile period-end close
- Improving the period-end close
- Tips for the agile period-end close
- Financial controls and risks
- Getting started
- Agile performance management
- Managing performance in agile
- The role of the accountant
- Key business processes
- Agile profit and loss account
- Box score
- Elements of the box score
- Agile planning and forecasting
- Traditional planning and forecasting
- What are agile business planning and forecasting?
- Agile business planning
- The role of management
- The role of the accountant
- Planning into practice
- Agile forecasting
- Relative forecasting
- Benefits and challenges
- Getting started
- Agile decision making
- Rules of agile decision making
- The role of the accountant
- Understanding the impact on performance
- Final thoughts on agile accounting
How it works
Reviews
Recommended | ||||
Why not upgrade?Find the best way to complete your CPD | CourseNeed just a few unitshourshours? | Pick n MixAll you need for this year's CPD. | LicenceAll you need for this year and more. | TeamKeep your whole team up to date. |
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Access to this course | ||||
Total CPD unitshourshours | 4 unitshourshours | 21 units20 hours21 hours | 800+ unitshourshours | 800+ unitshourshours |
Access period | 120 days | 120 days | 12 months 2 years' access | 12+ months |
Audit-proof CPD completion certificate | ||||
Immediate access to our entire CPD catalogue | ||||
Exclusive news and CPD every week plus monthly webinars, all year round | ||||
Account manager on hand to support your team’s needs | ||||
Learn more | Learn more | Learn more | ||
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Use ACPD101 for 10% off any purchase.