Agile Accounting and Business Planning

(16 reviews)

by Ross Maynard

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.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

Use ACPD101 for 10% off any purchase.

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

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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

Author

Ross Maynard

Ross has worked as a consultant and trainer for over 20 years, specialising in finance processes, management information and performance measurement. He supports organisations to understand their processes; facilitates improvement teams; and supports staff to work together as a team to deliver tangible and sustainable improvements.

Reviews

4
(16 reviews)
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    SM
    Siofra M
    21 Oct 2024
    21 Oct 2024
    Great information and explanations provided to understand the concept of Agile Accounting.
    NA
    Nikki A
    02 Jul 2024
    02 Jul 2024
    The examples were too limited made it feel was not suitable to all businesses ...and I struggled to understand now fixed business costs or long term revenue streams would fit with the examples.
    AP
    Andy P
    01 Jul 2024
    01 Jul 2024
    The course was a good introduction and insight into Agile accounting and gives a fresh perspective on the traditional accounting views
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Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
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