Agile Accounting and Business Planning

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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.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Agile Accounting and Business Planning

£100 +VAT

4 CPD hours 120 days’ access
Use ACPD101 for 10% off any purchase.

Agile Accounting and Business Planning

This course is not currently available. To find out more, please get in touch.

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.

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 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.