Agile Accounting

by Ross Maynard

World class finance functions are responsive, flexible, adaptive and efficient. This course looks at how to use agile principles to help streamline your processes and apply agile methodology to all your accounting practices.

This course is not currently available

This course will enable you to

  • Apply agile to your accounting practices using a practical framework
  • Understand the philosophy of agile accounting and the basic concepts that create benefits for your organisation
  • Develop an adaptive and flexible financial function by using agile thinking in all financial processes
  • Use agile thinking when making financial to support organisational strategy

About the course

Today’s businesses need to be adaptive and flexible. The accounting function, whether it be in house or in practice, needs to reflect this. Agile accounting addresses this need by applying agile principals to all finance processes.

This course highlights the core principles of the Agile Manifesto and explains how agile principles can help you 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.

Look inside

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Contents

  • Agile accounting defined
    • What is agile?
    • What is agile accounting?
    • How does agile accounting work?
    • What does agile look like?
    • Why use an agile approach?
    • How do we use agile accounting?
    • What training is needed?
  • Agile transactions and period-end
    • What is the point of accounting transactions?
    • What are agile accounts receivable and accounts payable processes?
    • How do we create agile processes?
    • What is an agile period-end close?
    • How do we create an agile period-end close?
    • Where should we start?
  • Agile performance management
    • What is a value stream?
    • What is the voice of the customer?
    • What does agile performance management look like?
    • What is an agile profit and loss account?
    • How do we build an agile profit and loss account?
    • What does the agile profit and loss account look like?
    • What is a box score?
    • Does the box score fit with scrum?
    • What does the box score look like in action?
  • Agile decision making
    • What are the rules of agile decision making?
    • What are agile performance measures?
    • How do we make an agile make-buy decision?
    • Make-buy decisions: Next steps
    • How do we decide on order acceptance?
    • Order acceptance: Next steps
    • How are agile investment decisions made?
    • Is financial accounting agile?
    • 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.

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